  
AAM Members
Who Are Making The News...
Congratulations to our AAM members who are "making the news."
Whether writing an article, featured in an article or winning
awards, we're proud of all of you! Have some news to share with
your fellow AAM members? Contact
Us at AAM headquarters with your news. Be sure to include
a high resolution photo if you have one. |
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CPA Technology Advisor features Brian Swanson
Brian Swanson, Partner at Visionary Marketing, was recently named one of the Top 40 Professional under 40 by the CPA Technology Advisor. The award honors young professionals who have made significant contributions to the accounting and tax preparation profession in a specific focus area.
Click here to read the article |
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Practical Accountant features Chris Perrino
Chris Perrino, business development director at Barnes, Dennig & Co. in Cincinnati, Ohio is featured in Practical Accountant magazine. The cover story, “Closing the Sale”, addresses the growing awareness that execution and follow-through with regard to leads for new business require a structured approach.
Click here to read the article. |
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LMA's Strategies: The Journal of Legal Marketing features Matthew Boyle.
Matthew Boyle, director of marketing at MFA - Moody Famiglietti & Adronico is enhancing client service using technology and making a significant savings in time and money. To read how click here.
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CCH's Journal of Tax Practice Management features Tracy Crevar Warren's Article, "Getting Top Marketing
Mileage from Mergers"
In light of an increase in the number of accounting
firm mergers, Tracy Crevar Warren looks at the role of
marketing leaders in facilitating and implementing a
merger and provides guidance on key issues that are
encountered by merging firms. Click here to read the full article. |
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CPA Leadership
Report, a free bi-monthly newsletter for the accounting profession,
Features Barnes' Article
The Successful State of
Accounting Firm Marketing:
A View From the Inside by Julies
Barnes of Smith & Howard, PC, Atlanta, was featured
in the May-June issue of CPA Leadership
Report in response to the March-April article on the “dismal”
state of accounting firm marketing. Julie and other marketing
professionals point out that although the article addressed several
valid issues that some accounting firms are facing, it failed
to recognize the tremendous strides that have been made in accounting
firm marketing. Click
here to read the full article. |
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Rozycki, Patrick
Author Articles for Professional Marketing North America Magazine
Testimonials build credibility into your marketing program and
make your message more convincing to clients and prospects. That's
the message that AAM member,
Lisa Rozycki of Reinsel & Company LLP conveyed in an
article for the April issue.
Ken Holcomb, CPA, and AAM member, Sam
Patrick, Marketing Director, for Elliott Davis LLC, describe
how to win at today's proposal process in the same issue.
For more information on the magazine, visit http://www.pmforumna.org/pages/Magazine.asp. |
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AAM's Fall 2003 Demographics
Survey Results Are In
AAM's annual member demographics survey
has yielded some interesting facts about the association's
membership base. Click
here to view the report.
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Intuit,
Maker of QuickBooks features Crevar Warren in articles
in the Practice Resources Section of Web site
Tracy Crevar Warren,
2003-2004 President of AAM, is featured in the Practice
Resources section of Intuit's Web site in articles entitled Marketing
Pro Tells All: How to Market Now and Through Tax Season and
Marketing
for CPA Firms under the Sarbanes–Oxley Act: Lessons Apply
to Traditional Practices Too
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Web CPA features
Crevar Warren in Industry Leaders Q & A
Tracy Crevar Warren,
2003-2004 President of AAM, was featured in the Industry
Leaders Q & A special section of Web CPA. Warren
answered questions on the evolution of AAM, what its goals are,
and the biggest challenges ahead for the accounting marketing
industry. Click
here to read what Tracy had to say.
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AAM Featured in Japanese
Magazine, Syriez
AAM and its members were recently featured in three issues of
Syriez magazine, a Japanese publication
distributed to 60,000 tax accountants in Japan.
Three delegates from Japan attended this year's
AAM conference because restrictions on advertising for accountants
in Japan have been lifted. The group wanted to learn from American
and Canadian accounting marketing professionals.
The delegation was quite impressed with AAM and
accounting marketing in North America and devoted several pages
of articles and pictures on the subject.
AAM is in the process of having the articles
translated, so stop back soon to read the coverage!
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Patrick, Other AAM
members, featured in July's Practical Accountant
Sam Patrick, director
of marketing for the regional accounting firm of Elliott Davis
headquartered in Greenville, S.C., was featured on the cover and
in an article for the July 2003 issue of Practical
Accountant. The article, Perfecting
Your Proposal focuses on how some firms
are using proposals in competitive situations, what's included
in them, and how they are tracking the success of their proposal
process. AAM members Erinn Keserica
of Frazier & Deeter, Atlanta, Ga., Lisa
Tierney, director of marketing for
the Bala Cynwyd, Pa. accounting firm of Margolis & Company
and Julie Tucek,
marketing director of the accounting firm of Legacy Professionals,
headquartered in Chicago, were also quoted in the feature article.
Congratulations to all of them!
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Leisa Gill has the "Last Word"
in Practical Accountant
AAM President, Leisa
Gill, wrote a Last Word Column
for the April 2003 issue of Practical
Accountant
entitled Blending and Blurring
of Marketing & Sales. Leisa is
the Director of Marketing for Lattimore Black Morgan & Cain,
P.C., the largest regional CPA firm in Tennessee. The article
highlights the evolution of both the marketing and sales disciplines
in accounting firms and the different roles that marketers play
within an organization. Congratulations, Leisa!
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Warren, "Targeted Testimonials"
in Practical Accountant
AAM President, Tracy Crevar
Warren, firm director of marketing and business development
for the North Carolina accounting firm of Dixon Odom, was featured
on the cover and in an article for the March 2003 issue of Practical
Accountant. The article, Targeted
Testimonials focuses on using client
testimonials in a firm's marketing program. AAM members Lisa
Rozycki of Reinsel & Company,
Wyomissing, Pennsylvania, Jean Marie
Caragher of Capstone Marketing, Marietta,
Georgia and Brenda Sleeper
of BDO Seidman, Boston were also quoted in the feature article.
Congratulations to all of them!
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