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. In today’s marketplace, the delivery of a referral is only the first step toward earning new business.

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. Since leaving public accounting, she has been an internal auditor, a tax preparer and a Controller.

Analytics 150

Analytics Referral Marketing eBook Data 150

Abrigo

APRIL 16, 2015

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. How about technology?

Technology 150

Technology Referral Marketing Survey Michigan 150