Spring 2025 Growth Strategies

Growing Your Marketing Team of the Future: Skills, Specialization and Training Lead the Way

Discover how CPA firms are transforming their marketing strategies with specialized roles, AI-driven insights and leadership backing to stay competitive in a rapidly changing industry.

In-House vs.  Offshoring vs.  Outsourcing: Which is Right for You? 

Explore how CPA firms are balancing in-house talent, offshoring and outsourcing to overcome staffing challenges, boost efficiency and stay competitive in today’s rapidly evolving marketing landscape.

It’s All Communication: Post-M&A Team & Client Integration

Post-M&A integration can be challenging, but with the right focus on branding, team cohesion and client communication, accounting firms can mitigate risks and enhance growth opportunities.

Take Five

What seat does AI take in your marketing staff? Does it augment or replace?

Partner POV

Squire & Company’s marketing transformation under CEO Jonyce Bullock emphasizes internal leadership, data-driven decision-making and a culture of collaboration.

Consultants’ Corner

What specialized roles do you see (or foresee) accounting firms hiring for?

By the Numbers

Comparing organization structures among different firm sizes

Q&A

Nathan McEown, CEO of Whitley Penn, discusses how relationship-driven cross-selling is helping accounting firms go beyond tax and audit to deliver more value.



AAM Growth Strategies Spring 2025_COVER