Your clients might be getting hundreds of emails and messages every day. If you want your updates to stand out, consider making them hands-free.
With voice updates,  your content is just one Alexa command away.

A lot of people, especially women, feel anxious about their financial situation. It’s difficult to confront what’s really going on. It’s easy to feel paralyzed by shame. 

You probably have hidden profits in your business. Are you ready to find them?

What does client success look like?
How can your marketing help connect with clients and prospects?

67% of Americans don’t have an estate plan, according to a recent survey. Most of them “just haven’t gotten around to it.”
Estate planning feels daunting. But what if you could make it easy for clients –– including the stragglers –– to finally get it done?

The best CPA partnerships accomplish both: improving your client experience and growing your revenue.
But how and where can you find such partnerships?

In advancing cultural diversity in the workplace, attracting and retaining diverse talent can often be a challenge.
Not anymore!

Organizing events is a great way to engage with clients and prospects.
But before you organize another wine tasting event, ask yourself: How does this event fit into your overall marketing strategy?