On March 30, 2011, Seattle-area not-for-profit leaders gathered to engage in a thought-provoking discussion about sharing resources with other organizations in order to improve operational efficiency. The panelists shared their firsthand experiences with several different source sharing...

Social media has increased in popularity, and we're often asked how CPAs and other professional service providers should be engaging with it. This document contains our recommendations for getting started, including tips for building your professional network.

While new client wins are celebrated and often rewarded within firms, retention (or winning an existing client) generally isn’t. As a result, more time and effort is spent on a lower-odds win. This translates to a lower return on your investments in marketing and business development.

Improving the perception of your work quality can mean the difference between gaining or losing valuable clients. Fortunately, there are some tactics available that will help you overcome those barriers.

A cornerstone of classic marketing strategy, this book argues that a sound marketing strategy looks beyond existing rivals in order to consider threats from other hidden market influencers -- the...

Recognizing that different types of customers respond to different types of value, this book seeks to educate companies on the three primary disciplines that can be exploited in order to achieve a...