Marketing, Referral Marketing, Taxes and Webinar

Poll: Top challenge of valuation practices is attracting new clients

Abrigo

APRIL 7, 2017

During a recent webinar, titled Calculation v. Results from Sageworks’ poll aren’t completely surprising, considering repeat valuations with the same client aren’t as common as repeat tax work is for, say, tax clients. In today’s marketplace, the delivery of a referral is only the first step toward earning new business.

Referral Marketing

Referral Marketing social media Taxes Resources

What are analytical procedures and their benefits?

Abrigo

APRIL 20, 2017

Another blog post, How to get referrals and grow your firm , stresses the importance of referrals with client acquisitions and provides advice for generating referrals from satisfied clients or others in your professional network. Since leaving public accounting, she has been an internal auditor, a tax preparer and a Controller.

Analytics

Analytics Referral Marketing eBook Data

Community Banking Brief

Poll: Top challenge of valuation practices is attracting new clients

What are analytical procedures and their benefits?

Webinars

Stay Connected