Abrigo

APRIL 7, 2017

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.

Referral Marketing 150

Referral Marketing social media Taxes Resources 150

Abrigo

APRIL 20, 2017

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

Analytics Referral Marketing eBook Data 150

Abrigo

APRIL 16, 2015

Referrals ? Marketing ? How about technology? 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.

Technology 150

Technology Referral Marketing Survey Michigan 150