Templeton & Company

One of the main challenges young individuals face when entering the field of accounting is the decision of when to take the CPA Exam, and how to balance the demands of life in the real world. The article below, discusses how our firm, Templeton & Co. ... View Full Article

Most CPA firms have yet to establish a social media policy, as they are likely considering the best approach to bring social media into the marketing mix.

Truth be told, there is no hard and fast rule on how companies should approach this. The accounting industry is no exception, and faces particular challenges in creating social media plans, such as whether to include client references, and giving tax or other consulting advice in a public forum and later being held responsible for it. ... View Full Article

If you don't really know what CRM (Customer Relationship Management) stands for or what it does exactly, don't worry because you're not alone. In fact, take a look at this blog by high technology marketing expert John Ryan, Accountant's CRM Use Just Doesn't Add Up. You'll see that CPAs have been one of the last professional services fields to see the value of customer relationship management tools. ... View Full Article

As a fellow marketer, I am engaged with many moving parts of the firm from overall strategic planning to the day-to-day execution needed to reach those goals.  Have you ever needed to start out from square one with outdated or incomplete databases every time you are about to execute a new campaign?  Do your Partners and Business Development team have sufficient information prior to meeting with prospects and/or delivering proposals? Please know this: you are not alone! ... View Full Article