As a marketer, if you truly want to make an impact on your firm, you need to think strategically. It is too easy to get caught up in daily marketing tactics and checking items off your to-do list, but if you don’t take time to step back and take in the big picture, you’re shortchanging […]
About Katie Tolin
This author has yet to write their bio.Meanwhile lets just say that we are proud Katie Tolin contributed a whooping 28 entries.
Entries by Katie Tolin
If I say Big Mac, what comes to mind? You probably have an image in your head of two all-beef patties, special sauce, lettuce, cheese, pickles, and onions on a sesame seed bun. It’s easy to picture since the Big Mac is a tangible item that you can touch, feel, see and even taste. Now, […]
Marketers are known as the creative, personable types. They are the people who put together ads, brochures and other catchy creative pieces. They plan events and have a supply of branded giveaways. However, most people don’t realize that marketers are also numbers people. Numbers and data are the foundation of solid market strategy. From analyzing […]
If obtaining new clients is a top area of focus for your firm, you’re not alone. According to the 2015 PCPS CPA Firm Top Issues Survey, bringing in new clients is an issue for firms of all sizes. As firms look for sources of new revenue, many consider strategies successfully implemented by other firms. And […]
Is your website generating revenue for your firm? If not, you are missing a huge opportunity. Consumer behavior has changed. In the past, when someone was looking to hire a CPA, they would talk to people they trust for suggestions. And while that is still true, you should realize that more people now turn to […]
A few years ago I wrote a blog post for Intuit, “Using Client Surveys to Improve Client Service.” I had just wrapped up a client survey for the CPA firm I worked for and was armed with a wealth of information. But this information (a.k.a. data metrics) doesn’t mean anything unless you do something with […]
Accounting firms across the country want to know what other firms spend on marketing activities as a percent of firm revenue. This common marketing management question was once difficult to answer because there wasn’t reliable industry peer data. Thanks to the Association for Accounting Marketing, this data is now available. The 2015 Marketing Budget Benchmark […]
Many people interchange the words marketing and practice growth. Those who do are wrong. Why? Because growing a firm takes more than top-notch market strategy. Here’s why your CPA firm needs a practice growth strategy instead.
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