Remove email-newsletters
article thumbnail

WTF Happened at SVB and Should KPMG Auditors Have Seen It Coming?

Going Concern

First reported on Fortune , Evan Armstrong of Napkin Math pinned the whole thing (“ potentially “) on Byrne Hobart and his newsletter The Diff so expect lawmakers to say we should regulate newsletters any day now. Here’s how the butterfly effect happened. Here’s how the butterfly effect happened.

auditor 144
article thumbnail

IRS Highlights Shift to Electronic Filing of Form 5300 Determination Letter Applications

ThomsonReuters

A recent edition of the IRS’s employee plans newsletter summarizes the electronic submission requirements for Form 5300, Application for Determination for Employee Benefit Plan, as set forth in Revenue Procedure 2022-4 (see our Checkpoint article ). Paper Form 5300 filings will be accepted through June 30, 2022.

Tax 98
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Marketing for Accountants: The Top 19 Strategies

Ryan Lazanis

3 Send Newsletters. #4 3) Send Newsletters. In fact, I wish I would have started building an email list far longer ago. My newsletter has really served as my #1 tool to help remain top of mind among my target audience. My newsletter has really served as my #1 tool to help remain top of mind among my target audience.

Account 98
article thumbnail

5 productivity hacks for professional services

Accounting Insight

To pick up some quick wins, we’ll show you how to work more efficiently with your emails, tasks, and clients as well as some advice for maintaining well-being. Another easy way to make your inbox more manageable is cutting down subscriptions to newsletters you’ve long since lost interest in.

audit 52
article thumbnail

How to Get Accounting Clients in a Changing World

Ryan Lazanis

A Simple, Proven Email Marketing Tactic. The study then indicated that 23% of small businesses were using email marketing to deepen customer relationships. Email marketing is one of my favorite online marketing strategies for a few reasons, mostly because it’s easy, cheap, and doesn’t take you a ton of time to spin up.

Account 98
article thumbnail

Summer Marketing Initiatives for Small to Mid-Sized Accounting Firms

CPA Practice

Email Newsletters: Send out a summer newsletter with relevant accounting tips, news about any upcoming tax law changes, or introductions to new staff or services. Enhance Social Media Engagement: Share helpful summer tax tips, reminders for quarterly taxes, or fun posts about your team enjoying summer activities.

article thumbnail

The Simple 5-Pronged Approach to Increase Client Retention

Ryan Lazanis

2:52 – Prong 2 is to create a monthly newsletter that delivers valuable and relevant content to your clients, with a focus on meeting their needs. 3:44 – I provide my students monthly swipeable newsletters that follow an effective format that they can swipe and use each month. Listen Below.