Business Strategies

Instagram Marketing for CPAs: Showcasing Expertise and Behind-the-Scenes Insights

We've been expanding our conversation on how a solid online presence is crucial for professionals in every field, including Certified Public Accountants (CPAs). So far, we covered Linkedin and X (previously Twitter). In this article, we will delve into Instagram, a platform traditionally dominated by lifestyle, fashion, and food influencers; it now offers a unique opportunity for accountants and CPAs to connect with potential clients, showcase their expertise, and provide an insider's view into their work processes. We will explore creative ways you can leverage Instagram to enhance your professional brand and connect with your audience through engaging visual content and storytelling. Unlike LinkedIn and X, you can post on Instagram (IG for short) in three main ways.

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Think Outside the Tax Box provides tax reduction strategies along with practical implementation advice in order to reduce your clients’ federal tax bill with ease.

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CURRENT EDITION

Summertime Marketing in Your Tax & Accounting Firm

Timalyn Bowens, EA

Tax season is prosperous, summer is dry until extension season. Do you find yourself in that cycle? Clients are “easy” to get during tax season when taxes are top of mind. Then the direct deposits go dry by June, and you are looking for what’s next. Stop the search, you don’t have to add another service. You need better marketing to highlight the service that you offer and specialize in. This will allow you to have a predictable client pipeline. You can do tax preparation, planning, and or representation all year long.

Observations on the House-Passed OBBB

Annette Nellen, CPA, CGMA, Esq.

This article focuses on the OBBB from the House offering a variety of observations to help understand the range of changes, relevance to compliance and planning, process considerations and some unexpected provisions. While the final OBBB will not include all of the House provisions or will modify some of them, there are lessons to learn to understand the tax legislation process and results now and in the future.

Client Retention as a Prospecting Strategy: Turning Current Clients into Referral Sources

Marie Torossian, CPA

In the competitive accounting world, where trust and reliability are paramount, client retention is not just a success metric—it’s a vital strategy for sustainable growth. For Certified Public Accountants (CPAs), accountants, and bookkeepers, maintaining a solid relationship with existing clients can unlock new business opportunities, turning satisfied clients into powerful referral sources.