AAM MINUTE
July 2025: AI Meets Accounting: Elevate Your Digital Marketing Strategy

Seasoned Marketer: AI is transforming the way accounting marketers, business developers and other growth professionals approach their work. With so many tools available, it can be challenging to know which ones truly deliver value. This Seasoned Marketer article breaks down the top AI tools for content writing, SEO, data visualization, graphic design and BD to help you make informed, strategic choices for your firm.

Beginner’s Guide: In a world where attention spans are getting shorter and shorter, it’s no surprise that many B2B organizations are turning to video marketing in hopes of better connecting and engaging with their target audiences. It should also come as no surprise that this shift toward video marketing is delivering measurable results. Learn more in this Beginner’s Guide article on building your own video marketing strategy.

Articles of Interest: Digital marketing helps increase brand visibility, build trust and reach potential clients in a highly competitive market where relationships are everything. These articles highlight the importance of staying on top of emerging trends, exploring and investing in new tools to help efficiency and reporting, do’s and don’ts and a step-by-step guide. There’s a little something for every level!

Business Development: AI is rapidly transforming business development by automating routine tasks, enhancing client intelligence and enabling more personalized, strategic outreach. By leveraging generative AI tools – like prompt libraries, voice cloning and content repurposing – firms can boost efficiency, deepen client relationships and focus on high-value opportunities that drive growth. Click here to learn more.

Meet a Member: Brooke Dragoo, Digital Marketing Specialist at Lutz, plays a key role in driving the firm’s strategies by leveraging SEO insights, automated reporting and targeted campaigns to support growth across service lines. Brooke values the AAM’s collaborative spirit and credits the organization with helping her build lasting professional and personal connections.

Infographic: This infographic highlights four easy-to-use tools to track and demonstrate the ROI of your marketing efforts. By applying these tools whenever a new contact enters your pipeline, you’ll uncover valuable insights that might otherwise go unnoticed.

June New Members

Alyssa Miles, McGuire Sponsel
Breanna Keppers, Christianson PLLP
Emily Nando, Grassi
Erin Jeffries, Cain Watters & Associates
Jacquelynn Adamo, DeJoy & Co. CPAs, LLP
Summer Steimel, Forvis Mazars
Tricia Grayson, Heard, McElroy & Vestal, LLC
Tricia Musslewhite, Cain Watters and Associates



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