Online articles
The Library provides access to leading business, finance and management journals. These journals are available to logged-in ICAEW members, ACA students and other entitled users subject to suppliers' terms of use.
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Displaying 1-15 of 15 results
Exclusive
Changing with the times
- Article
- 01 Mar 2024
- Daniel Hood
A look at the growth strategies of the Top 100 US accounting firms for the coming year. These firms are adjusting their plans to adapt to changing circumstances, both internally and externally. They are exploring new ownership and management models, such as selling stakes to private equity firms or adopting employee stock ownership plans. Additionally, they are prioritizing advisory services, mergers and acquisitions, and finding ideal clients. Technology and innovation, particularly AI, are central to their growth strategies.
Exclusive
Mastering cross-selling: How to expand services to existing clients
- Article
- 09 Jan 2024
- John Graziano
Accounting firms have untapped potential in their existing client base that can help them reach their growth KPIs, says John Graziano. The article provides steps to start your journey to mastering cross-selling to clients.
Exclusive
Niche practice: The basics of finding and building specialties
- Article
- 01 Dec 2023
- Mark H.Fowler
How niche services can help accountants make their firm more profitable. The article looks at the opportunities available, the benefits of niche practices and how to develop your niche and promote it.
Exclusive
Tips for building a firm to the right size for you: Lessons learned from a practice seeking to grow better but not always bigger
- Article
- 01 Dec 2023
- Keila Hill-Trawick
Keila Hill-Trawick, Certified Public Accountant, shares lessons learned in building their boutique firm, Little Fish Accounting. Key success factors highlighted include tracking, evaluating, and changing services based on metrics, developing a strategic staffing strategy, and seeking advice from peers to avoid mistakes and gain guidance.
Exclusive
A team and a plan to elevate the client experience
- Article
- 01 Nov 2023
- Gary L.Boomer
Advice on creating an accounting team with well-defined roles: client relationship manager, the marketing specialist, the sales executive and technical and support roles. The article concludes with a five-step action plan for accounting firms to elevate their client experience.
Exclusive
The art of mindful selling: Becoming a cherished advisor
- Article
- 18 Oct 2023
- Amy Vetter
It's time to shift your focus from the transactional to the relational, says Amy Vetter. The article introduces the philosophy of mindful selling in accounting - using a strategy of active listening and meaningful questioning to elevate you from accountant to 'Cherished Advisor'.
Exclusive
TikTok boom - and busts
- Article
- 01 Jun 2023
- Danielle Lee
An interview with Christian Rivera, whose US accounting firm is constantly pivoting to best serve its niche market of online sellers and influencers. He left a secure Big Four accounting firm job with the goal of running his own very specialized firm; here he explains the customer service and marketing learning curve he has been through.
Exclusive
Few accounting firms use social media
- Article
- 09 Sep 2022
- Chris Gaetano
A recent UK study found that not many accounting firms use social media, which makes them far less visible to potential clients. The Verbatum poll found that around 75% of firms do not use social media to promote themselves. The survey further found that 75% of firms' websites failed to meet basic accessibility requirements and that firms tend to ignore the time it takes for their website to load on mobile devices.
Exclusive
How to prepare your firm's marketing budget and plan
- Article
- 23 May 2019
- Lee Frederiksen
Article gives 6 tips for researching and preparing a marketing plan and budget for an accountancy practice.
Exclusive
How to create content that connects with your ideal client
- Article
- 01 Dec 2018
- Zoe Meggert
The article offers information on content marketing to connect financial planners with clients. Topics discussed include financial planning practice's marketing plan; develop avatars or case studies, to clearly define different members of core audience; and regular pulse-checks to marketing strategy related to website traffic, social media posts and email broadcasts.
Exclusive
Five reasons for social media
- Article
- 01 Jul 2018
- Sarah Warlick
Why a social media strategy could be an important business tool for your accountancy firm.
Exclusive
The complete marketing plan for solo tax practitioners
- Article
- 01 Jun 2017
- Jassen Bowman
The author discusses low and no-cost marketing strategies. Topics covered include writing a weekly blog, keeping an email list of prospects and clients, and making cold calls to potential clients.
Exclusive
Web marketing myths debunked
- Article
- 01 Jul 2015
- Maggie Crowley, Kristin Harad
How financial advisers can create a website that resonates, inspires and generates leads.
Exclusive
The struggle towards social media sophistication
- Article
- 01 Jun 2014
- Danielle Lee
A look at how accounting firms are adapting to using platforms like Linkedin, Facebook, Twitter - and a few more recently established social sites - for marketing purposes.
Exclusive
Share the glory of your story
- Article
- 01 Mar 2014
- Danielle Lee
The 5 W's of training your staff to communicate your firm's successes - who, what, when, where and why.
Displaying 1-15 of 15 results
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