Remove Blog Remove Referral Marketing Remove Taxes
article thumbnail

Poll: Top challenge of valuation practices is attracting new clients

Abrigo

Results from Sageworks’ poll aren’t completely surprising, considering repeat valuations with the same client aren’t as common as repeat tax work is for, say, tax clients. Consider downloading a free checklist, Marketing Checklist: Maintain Or Grow Your Practice , of tips and techniques to grow your firm.

article thumbnail

What are analytical procedures and their benefits?

Abrigo

Another blog post, How to get referrals and grow your firm , stresses the importance of referrals with client acquisitions and provides advice for generating referrals from satisfied clients or others in your professional network. Jackie McLaughlin, CPA , started her career in a Big 4 public accounting firm.

Analytics 150
article thumbnail

Beyond efficiency: Using technology to ramp up a valuation business

Abrigo

Referrals ? Marketing ? They may view successful technology integration solely as a way to assist the business rather than as a way propel it, according to recent research from Wolters Kluwer, CCH, a global information services and publishing company that works with tax and finance professionals. Blog Accountant Valuation'