article thumbnail

Summer Marketing Initiatives for Small to Mid-Sized Accounting Firms

CPA Practice

Host Informative Workshops: Organize free, educational workshops on financial wellness, tax planning, or small business accounting. Consider creating video walkthroughs on how to prepare for end-of-year tax returns or quick tips for managing summer business expenses.

article thumbnail

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.

Tax 105