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AI Appointment Setting: Why It’s Becoming Mission-Critical for Professional-Service Firms
In today’s competitive landscape, the first business to respond to a prospect often wins the deal. Yet, many professional-service firms still rely on slow human callbacks, resulting in lost opportunities and revenue. Enter AI appointment setting: a game-changing solution that engages leads within seconds, qualifies them with tailored questions, and books appointments seamlessly. With response…
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Accounting-Firm Marketing in 2025: Competing in a Crowded Field
The accounting landscape is undergoing a seismic shift: automation erodes traditional bookkeeping margins, private-equity money fuels national roll-ups, and niche specialists are stealing market share with laser-focused expertise. To stay competitive in 2025, firms must rethink positioning, embrace data-driven marketing, and deliver a client experience that rivals fintech startups. This post unpacks the biggest competitive…
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Why Lead Generation Is Harder for CPA Firms (and How to Win Anyway)
In today’s hyper-competitive landscape, accounting firms face mounting obstacles in filling their pipeline, from rising Google Ads costs and skeptical prospects to sluggish intake workflows that let hard-won leads go cold. If your CPA or advisory practice still relies on seasonal referrals and basic PPC tactics, you’re leaving money (and market share) on the table.…
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Accounting-Firm Marketing Compliance: Rules You Can’t Afford to Break
Why Compliance Is Tougher Than Ever FINRA, SEC, state accountancy boards, and the FTC have all tightened advertising guidance in the past two years.¹ Missteps expose firms to fines, malpractice exposure, or even license suspension. Yet “compliant creativity” is possible if you build controls into every campaign. Key Regulatory Pillars Regulation / Rule What It…
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ROI for a New Accounting Firm Client
How much can I make from adding a client through online marketing? Great question—LTV and CAC for accounting clients can vary based on service type, business size, and service frequency, but here’s a breakdown based on typical client behavior in small business accounting and personal tax services. 🧠 Upsell potential: Many small businesses start with…
