


Tax & Accounting Marketing Trends: 2023 and Beyond
The world of tax and accounting marketing is changing quickly, thanks in part to the rapid evolution of technology. Let’s take a look at the top marketing trends your firm should watch in the coming year and beyond. The Rise of Automated Marketing IT and marketing...
Basic Client Retention Questions Every Tax Firm Needs to Answer
Your firm’s ability to retain clients is one of the most important components to sustain growth and profitability. Here are the three retention questions every accounting firm should be able to answer: What percentage of your clients return each year? The first step...