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  • Products
    • Commercial Crime Insurance
    • Cyber Insurance
    • Directors and Officers (D&O) Insurance
    • Employment Practices Liability
    • Fiduciary Insurance
    • Professional Liability
    • Property Insurance
  • Solutions
    • Accountants & CPAs
    • Bookkeepers
    • Investment Advisors
    • Lawyers
  • Learning Center
    • Industry Articles
    • Podcast
    • Webinars
    • Engagement Letters
    • eBooks
  • About Us
    • Who We Are
    • Our Team
    • Executives
  • Contact
    • Get in Touch
    • Claims
  • 1 (866) 262-7542

Episodes

Episode 19

OH NO! A claim!

Episode 18

Connection and Community can lead to Collaboration!

Episode 17

What So Funny About Cyber Liability Exposure? NOTHING!

Episode 16

Your Client is Suing You! Now What??

Episode 15

Mitigating Risk and Compliance Around State Information Security Laws

Episode 14

What Tools are in Your CPA Risk Management Toolbox?

Episode 13

Be a Hero To Your Clients!

Episode 12

Engagement Letter Creep and Managing Expectations

Episode 11

Accounting Firm Partnerships with Investment Advisors Create Revenue and Value While Mitigating Risk.

Episode 10

Don’t Let Your Email Be the Smoking Gun!

Episode 9

A Conversation with Accounting Today’s Editor-in-Chief, Dan Hood

Episode 8

Corporate Transparency Act Services Performed by Accounting firms; Boon or Bust?

Episode 7

The Intersection of Marketing and Risk for Accounting Firms

Episode 6

The Risk Environment for Accountants When Performing Sales Tax Services 

Episode 5

The Claims Process From Notification to Closure

Episode 4

A Well Written Engagement Letter Can Be Your Friend

Episode 3

The Risk Environment for Accountants When Performing Client Advisory Services

Episode 2

Risk Management Tips Concerning the 174 Tax Code and Employee Retention Credits

Episode 1

Benefits of Early Reporting with Anthony Carolei

Episode: 7

  • April 24, 2025

The Intersection of Marketing and Risk for Accounting Firms

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Alison Simons of Simons Marketing, who’s focus is the accounting profession and professional service firms, discusses with Stephen the intersection of marketing and risk for accounting firms. Alison speaks of the inherent risk of running an accounting firm and how marketing can help reduce risk for the firm. Niche development, scope of services, and recruiting and retention are some topics talked about.

Alison explains how the Beach Boys was the “soundtrack of her youth” as The Beach Boys Greatest Hits is chosen from Stephen’s collection of vinyl.

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