All things CPA Firm Marketing! Marketers wear a lot of hats. You have to know SEO, email marketing, social, PR and more. With only so much time to plan and execute, what are the top simple to advanced strategies you can prioritize? Listen to this roundtable discussion on our favorite CPA Firm Marketing strategies by Team Ingenuity. Align your marketing with business goals… and keep your sanity. Stay ‘til the end! We wrap up with some of our favorite “long Minnesota good-byes.” On this e...

In this episode of our Ingenuity Masters Series, Dawn Wagenaar, principal of Ingenuity Marketing Group, chats with Steve Silverman, founder and photographer of SILVERMAN Be Remarkable. Steve travels all over the US and Canada to take professional photos of both commercial properties and headshots for companies. He uses his talents as a photographer to create visual narratives with his photographs. What he creates truly is remarkable. Listen as Dawn and Steve discuss his tactics for creating ...

In this latest podcast of our Ingenuity Masters Series, Dawn Wagenaar (principal of Ingenuity Marketing Group) interviews Pete Machalek, a founding principal, coach, and facilitator at SagePresence. Pete and his team at SagePresence focus on helping professionals sell their services — with a combination of Authenticity, Story, and Emotion. He has had quite a journey to get to where he is now and has harnessed a plethora of wisdom and tips to help professionals in all fields. Dawn and Pete di...

In this episode of Ingenuity's Master Series, Dawn Wagenaar interviews Kate Harry Shipham, of KHS people on the topic of job title confusion and improving job title structure. Kate moved to the US from Australia in 2012, and founded KHS People. She uses the skills she has acquired both as an attorney and as an avid “people observer” in the search business to understand the needs of her clients and candidates. ​Both clients and candidates work with Kate because of her deep understanding of th...

Meagan Hayes is the marketing director for Haskell & White, one of the largest independently owned accounting firms in Southern California with offices in Orange County and San Diego. Meagan started her career in private industries before joining Haskell & White in 2008, and she brings her focus on analytics and results to the firm’s variety of marketing programs. Dawn begins the podcast by asking Meagan for a couple of tips on sustaining marketing even during a period of fast ...

In this episode of One Question, Two Tips, Donna Erbs does a fantastic job providing inspiration for accounting marketers to think like owners and how they can focus on being the firm of the future. Donna Erbs, a partner in Strategic Growth at Anders CPAs and Advisors, has been instrumental in the firm's growth for nearly two decades. She is a connector who brings together staff, clients and the community to create synergies for the firm. By aligning overall vision with solid growth an...

In this episode of our CPA Influencers Series, Dawn Wagenaar interviews Jennifer Hamberger of Freed Maxick on the topic of keeping their firm's brand consistent across all offices and how Freed Maxick keeps their brand promise fresh. Jennifer joined Freed Maxick in 2012, bringing several years of marketing knowledge from consulting, medical, and global markets. She is currently the Chief Marketing Officer. Freed Maxick specializes in the healthcare, manufacturing, real estate, banking,...

In this CPA Influencer series, Dawn Wagenaar (Principal at ING) interviews David Bier, the COO of Anglin Reichmann Armstrong. David provides insightful tips and necessities for young professionals looking to become niche leaders within their firm. David's responsibilities at Anglin include strategy, growth, succession planning and operations excellence, which grow from building a sound business culture. David has not only improved the foundational operational aspects of the firm, but ...

In this CPA Influencer Episode, Dawn Wagenaar interviews Caren Rodriguez and they discuss communication and strategy needed within a company during acquisitions and mergers as well as integrating new team members during this time. As Chief Marketing Officer at DMJ & Co., PLLC, a Top 300 accounting and business consulting firm, Caren manages firm-wide marketing and business development initiatives that span three office locations across North Carolina. Her responsibilities inc...

In this CPA Influencer podcast, Dawn Wagenaar interviews Margie Craig, Chief Marketing & Communications Officer with Whittlesey which is the largest Connecticut-based CPA, technology, and consulting firm. Margie has over 20 years of experience, including brand management, digital marketing, business development, and strategy. Margie starts out this podcast by stressing the importance of having a good foundation and going into interviews with the mindset of service. Also, to m...