Embracing Diversity, Tech, and Collaboration: Insights from PrimeGlobal MegaWeek
October 18, 2023
If you’re in the accounting world, chances are you’re already familiar with…
Why Trusted Advisors Should Be Their Town’s Local Economist
October 12, 2023
Did you know that the United States has a total area of 3,809,525 square miles,…
Relational Accounting: Your Competitive Edge in a Data-Driven World
September 26, 2023
The following is a guest blog post by Amy Vetter, the CEO of B³ Method Institue,…
How Accountants Can Tackle A Tax Season Like No Other
April 8, 2021
COVID-19 has created challenges for nearly every industry, and accountants are no…
Why Aren’t Bankers Viewed as Advisors by Their SMB Clients?
February 24, 2021
Few businesses have made it through the past year completely unscathed. Whether it…
What’s The Next Big Idea for Cash Flow Tools? Maybe It’s You.
December 7, 2020
Here at Vertical IQ, we are passionate about helping our customers understand…
Now More Than Ever, Industry Intelligence Is A “Must Have”
December 1, 2020
Today, it is more critical than ever to have access to Industry Intelligence so…
A Closer Look at Veteran-Owned Businesses
November 19, 2020
According to the most recent data from the U.S. Census Bureau’s Survey of Business…
I’d Like to Live in a Fisher-Price Town
November 2, 2020
2020 has been a year packed full of crazy, and this week’s elections are likely to…
Welcome to Prospectville
October 8, 2020
September saw NFL and college football starting to come back to life, bringing a…
How Supply Chains Have Been Affected by COVID-19
October 6, 2020
In addition to millions of people becoming ill, the COVID-19 pandemic has had…
Jobless Claims Remain Steady, Though Elevated
September 30, 2020
The latest jobs report from the Department of Labor (DOL) showed that for the week…
August Retail Sales: Are the Winners and Losers Starting to Plateau?
September 24, 2020
The Census Bureau released the Advance Monthly Sales for Retail and Food Services,…
Service Sectors Struggle to Regain Past Quarters’ Revenue Levels
September 17, 2020
The U.S. Census Bureau recently released the selected services estimates for the…
Using Industry Intelligence on Accounting Marketers’ Tactics
September 15, 2020
We see you, accounting marketer. We understand that the pressure is on to figure…
Jobs Numbers Improving…But Will the Trend Continue?
September 10, 2020
We have to find glimmers of hope where we can lately, and the most recent jobs…
July Construction Spending Offers Some Optimism, Some Stagnation
September 3, 2020
Last week, we shared some positive news about residential construction in the U.S.…
Use Industry Intelligence to Take Less and Give More
September 1, 2020
This is the fifth and final post in a series of five blog posts about how to create…
Shiny and New: New Home Sales Continue Upward Trajectory
August 27, 2020
The housing market offers one of the few bright spots in the U.S. economy with…
When Success Requires Shape-Shifting: Lakeland Bank’s Story
August 25, 2020
Sitting outside on my deck this morning, I caught sight of a small lizard zooming…
The Mixed Bag Continues for Retail and Food Services Sales Numbers
August 21, 2020
The U.S. Census Bureau recently released their July 2020 Advance Monthly Sales for…
How Industry Intelligence Helps Build Better Marketing Initiatives
August 12, 2020
You’ve heard of industry information, industry insights, and industry research, but…
Add Value to SBDC Client Meetings with Industry Intelligence
August 6, 2020
As a small business development center (SBDC) counselor, you see a wide range of…
Using Industry Intelligence to Offer Alternative Ideas
August 4, 2020
This is the third in a series of five blog posts about how to create and implement…
Webinar Recap: Local Economies and Why You Should Know Them
July 31, 2020
Vertical IQ recently hosted a webinar on how advisors of small businesses can…
Make More Informed Recommendations with Industry Intelligence
July 28, 2020
This is the second in a series of five blog posts about how to create and implement…
Retail and Food Services Sales Reveals Mixed Picture
July 20, 2020
On Thursday, the U.S. Census Bureau released their latest data on estimated retail…
Insights from the Census Bureau Pulse Survey
July 16, 2020
The Census Bureau’s Small Business Pulse Survey reveals some interesting first-hand…
A Closer Look at Who is Getting PPP Dollars
July 9, 2020
You’ve probably seen the headlines this week about the government’s release of more…
Questions Surround the Final Phases of Reopening
June 29, 2020
There’s been broad confusion about the “phases of reopening” the U.S. economy. The…
Why SMBs are Switching Banks & What You Can Do to Stop Them
June 25, 2020
2020 has been one of the toughest years for small and mid-sized businesses (SMBs)…
May Retail & Food Service Data Improves as Shutdowns Ease
June 23, 2020
The U.S. Census Bureau’s May 2020 retail and food service data was released on June…
Jobs Numbers Improving… But Still a Long Way to Go
June 11, 2020
The Bureau of Labor Statistics released their May employment data on Friday, June…
April Gloom: U.S. Import and Export Numbers Continue to Fall
June 9, 2020
On May 29, the U.S. Census Bureau released their advance Economic Indicators Report…
Why a Crisis May Be Prime Time for Accounting Marketing
June 4, 2020
I recently attended a Capstone Marketing webinar entitled, “Marketing Your…
The Far-Reaching Cost of Government Budget Cutbacks
June 1, 2020
I recently shared the ways in which declining tax revenue is taking a toll on state…
Webinar for Accounting Marketers: Using Industry Intelligence to Grow Your Firm
May 28, 2020
Across many industries, marketers are consistently asked to do more with less.…
Building Anxiety: Housing Starts Plummet
May 21, 2020
On Tuesday morning, new data was released by the Census Bureau on housing starts in…
Key Metrics: Why Advisors Need to Understand Their Local Economies
May 19, 2020
The U.S. economy gets a lot of attention — and rightly so. Since 1871, the U.S. has…
Overcoming Hurdles: How Business Bankers Can Meet Customers Where They Are
May 4, 2020
With the economic peril caused by the COVID-19 pandemic, every small and…
These Industries are Among the Pandemic’s Hardest Hit
April 30, 2020
At Vertical IQ, we recently have focused our research efforts on monitoring the…
Advising Customers & Prospects Through the COVID-19 Pandemic
April 23, 2020
The coronavirus (COVID-19) pandemic has disrupted nearly every aspect of people’s…
The Circle of Trust…
April 16, 2020
Written by Martin Wise, founder and CEO of RelPro …and the opportunity (necessity)…
Using the 10-Second Rule to Improve Your Client Meetings
April 2, 2020
You’ve heard of the 5-second rule, whereby food that has been dropped may be eaten…
Help Clients Understand the Impact of COVID-19 on Their Industry
March 26, 2020
It’s the topic on nearly everyone’s mind right now: coronavirus (COVID-19). And…
When Life Gets Crazy, Get Specific
March 18, 2020
In the midst of chaotic times such as these, my mind turns to messaging. Sounds…
Even Better Than a Handshake: Financial Focus
March 13, 2020
Connect as a Proxy CFO to Help Guide Small Business Owners Face-to-face meetings…
Honing the Human Element
March 5, 2020
We’ve all heard the phrase, “I’m only human.” There was even a hit song from ‘80s…
Hit the Mark with These Arrows in Your Quiver of Prospecting Tools
February 20, 2020
As a client success manager, I love talking with people about ways to get the most…
Who Are the Winners and Losers in the USMCA?
January 28, 2020
The United States Mexico Canada Agreement (USMCA) was signed by the namesake…