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Summer Marketing Initiatives for Small to Mid-Sized Accounting Firms

CPA Practice

This not only supports the community but also puts your firm in front of potential local clients. Host Informative Workshops: Organize free, educational workshops on financial wellness, tax planning, or small business accounting. Offer sessions on topics like mid-year tax planning or financial forecasting.

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7 ways to attract and win new tax clients

ThomsonReuters

Adding services in the areas beyond filing tax returns, such as accounting, payroll, bookkeeping, business planning, payroll and audit solutions, will always be services clients need. Respondents also indicated interest in receiving other services from their accounting firms. What is your firm’s vision?

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