Whether it's a small business owner seeking bookkeeping assistance or an individual needing tax preparation, leads are the lifeblood of your practice's growth. Generating a steady stream of leads is crucial for CPAs and bookkeepers aiming to expand their client base. This guide explores practical strategies to attract and convert these prospects into loyal clients.

If your business involves the sale of securities, you’ve likely encountered FINRA Rule 2210, which governs how broker-dealers communicate with the public. In this guide, we’ll break down FINRA advertising rules, highlight common pitfalls, and show how financial firms can stay compliant while still marketing effectively.

In the highly regulated world of financial services, marketing is not just about creativity, it's about compliance. Whether you're an Mergers and Acquisitions advisor, broker-dealer, or CPA with advisory clients, understanding financial services advertising regulations is essential.

CPAs face stricter advertising standards than most professionals. Whether you're running a small accounting firm or offering advisory services, understanding and complying with CPA advertising rules is critical to protecting your license and reputation.