Client Experience

Podcast discussing target client for CPA firms offering personal financial planning

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Insights

October 12, 2021

Trust is absolute. Value is NOT linear

You must make the invisible VISIBLE and toot your own horn or there will be no music.

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Insights

October 3, 2021

Doing the math on CPA firms

Roy Keely is a Strategic Advisor to ReNew who recently posted a short blog that we think you’ll find relevant. Roy proposes his formula foisted upon CPA firms (and many other businesses) at this time.

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Marketing

October 2, 2021

What is your new target client attraction strategy?

To get focused on your positioning, lead generation and selling activities, here are six reasons why new target clients are important.

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Growth

October 2, 2021

Why your first 'sale' is your hardest

If you think about it, unless you get clarity on your target client service offering and then develop your sales skills, you run the risk of under-servicing your clients, which benefits no-one.

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Client Experience

Designing your business around your ideal client

Trust is absolute. Value is NOT linear

Doing the math on CPA firms

What is your new target client attraction strategy?

Why your first 'sale' is your hardest

ReNew Your Pricing In Time For Tax Season

Assortment of tips for CPA firms

Trust is absolute. Value is NOT linear

Put your email marketing on autopilot