Articles of Interest: Business Development and Lead Gen
Lead Generation for Accounting Firms: 12 Strategies That Work in 2026
Lead generation for accounting firms isn’t what it used to be. Your potential clients aren’t flipping through the Yellow Pages or waiting for referrals anymore; they’re on LinkedIn, checking their inboxes and actively searching for accounting partners who understand their business. The strategies that work aren’t complicated; they’re just consistent, targeted and built around where your ideal clients actually spend their time. In this guide, Cleverly breaks down 12 proven strategies to generate leads that you can start implementing today.
https://www.cleverly.co/blog/lead-generation-for-accounting-firms
3 Insights to Boost Business Development and Marketing for Your Firm
The majority of accounting firm leaders didn’t go to school for marketing and business development (BD), so it makes sense that these tasks are often not a priority. But the bottom line is that having a solid BD and marketing plan are a necessity for healthy growth. This guide from Bill.com brings together several top industry influencers to walk through BD strategies.
3 Phases of Business Development for Long-Term Success
If BD is a requirement to make partner at so many firms, why do so few firms have an effective BD training program? It’s time to change that. In this article, Art Kuesel breaks down the concept of BD into three career-level phases to help facilitate the long-term success of your staff and your firm.
11 Great Examples of Lead Nurturing Emails
Successful lead nurturing can be tricky. With so many different types of emails you could send, it can be difficult to know where to begin. In this article from Adobe, check out 11 great examples of lead nurturing emails.
https://business.adobe.com/blog/basics/lead-nurturing-emails
50 Sales-Probing Questions to Better Understand Your Prospects
Sales-probing questions help you better understand your prospects’ needs and wants. In this article from Zendesk, you’ll get 50 questions you can arm your accountants with to use in their next call.
https://www.zendesk.com/blog/sales-probing-questions/
21 Lead Nurturing Email Examples You’ll Want to Steal
Want to build nurture emails that inform, engage and guide people forward without overwhelming them? This HubSpot guide gives 21 lead nurturing email examples you’ll want to steal.
https://blog.hubspot.com/marketing/lead-nurturing-email-examples
59 B2B Lead Generation Ideas to Steal
Marketers are implementing different business-to-business (B2B) lead generation ideas to grow more conversions. But this requires a bit of trial and error to see what works. Sendoso put together a list of 59 B2B lead generation ideas you can try.
https://www.sendoso.com/demand-generation/b2b-lead-gerneration-ideas
AAM Affiliate Marketplace
If you’re looking for help for your firm for BD training or lead generation, check out AAM’s Affiliate Marketplace for a list of affiliate partners who can help!
Business development https://accountingmarketing.org/services/training-business-development-marketing/
Lead generation https://accountingmarketing.org/services/lead-generation/
BONUS! AAM Podcast
This season of AAM’s podcast, AAMplify, is all about BD! Check out episodes on scaling BD, how to create sustainable growth, using LinkedIn for smarter outreach, sales enablement and balancing automation and human connection. Check it out here.
https://accountingmarketing.org/category/amplify/
About Rachael McGrew
Rachael McGrew is the Marketing Director for Landmark CPAs, one of Arkansas’ largest accounting firms. In her role, she wears many hats, including overseeing the firm’s marketing and business development strategy, managing internal and external communications, maintaining the firm’s social media and web presence, planning and executing firm events and community outreach programs, assisting with M&A, coordinating recruiting campaigns, and serving on industry association committees.
Within AAM, Rachael serves on the Board of Directors, leads an AAM Circle focused on HubSpot and is a member of the AAM Minute Committee. She is a graduate of the Leadership Fort Smith program and a 40 Under 40 honoree by both the Arkansas Business Journal and the Northwest Arkansas Business Journal. She is also a member of the Associated Builders and Contractors of Arkansas’ Western Council. Rachael holds a Bachelors of Business Administration in Marketing with a minor in Interdisciplinary Studies from the University of Central Arkansas and a Technical Certificate in Graphic Design from the University of Arkansas – Fort Smith. She is married to an outgoing sales guy she’s known since junior high, and they have a witty teenager they follow around to volleyball practice and tournaments.
Welcome to CPA Growth Trends — your source for information, insights, tools and best practices to drive growth within an accounting firm.
Beyond the Database: Building a CRM That Fuels Business Development
Nikki Burgeson | UHY-US
In this episode, Chris Camara speaks with Nikki Burgeson about the critical role of CRM systems in business development, particularly within professional services.