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Cross-selling additional services: Are Accountants “#%*%ed up” about selling?

I’ve had some very interesting conversations with accounting and financial planning practitioners this week.   READ FULL ARTICLE


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Marketing Tip in 60 Seconds: Use an Email Marketing System

When you send your client newsletter via email, don’t simply send it as a PDF attachment to the email, but instead use a proper email marketing system such as MailChimp.com.    READ FULL ARTICLE


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Marketing and Social Media Strategies for Accounting Firms – Marketing Machine Webinar Part 2

Last Wednesday we presented Part 2 of our 3-part webinar series, ’10 Steps to Building a Marketing Machine for Growing Your Accounting Firm.’  READ FULL ARTICLE


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Marketing for Accountants – New Online Marketing Training, Sales Training and Implementation Program for Accounting Firms

Yesterday saw the launch of The Clientshare™ Academy, a 10-month marketing training program we’ve developed for accounting firms. You can view the recording of the 1-hour webinar by clicking on the video image below or on the Vimeo site here READ FULL ARTICLE


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