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What Every CPA Firm Should Know About BOI Reporting

By AAM / June 26, 2024

Beneficial Ownership Information (BOI) is the newest regulation to impact small businesses and the trusted advisors they turn to for help. This anti-money laundering measure administered by FinCEN (Financial Crimes Enforcement Network) is designed to enhance transparency in corporate ownership structures. To assist CPA firms as they try to figure…

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Business Development: How Business Development Can Improve The Client Journey

By AAM / June 21, 2024

By: Neil Barrow, RevOps Advisors Of all the things that your business development professional should be doing, one of the most critical components to winning new business is adding them to your client journey. If you have a strong relationship with and understanding of the value a BD professional can…

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Seasoned Marketer: Navigating Mergers and Acquisitions: A Guide for Accounting Marketing Professionals

By AAM / May 24, 2024

Authors: Megan O’Donnell, EisnerAmper, Olivia Collins, Mazars USA, and Erica Reagle, Wipfli Mergers and acquisitions can be exciting and challenging for any organization. M&A activity is expected to rise in accounting as CPA practices seek to extend their reach, tap a broader client base and diversify their services. If your…

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April 2024: 💪 Empowering Your Team Through ERGs & DEI

By AAM / April 24, 2024

Seasoned Marketer: With the war for talent remaining strong in the accounting field, it’s important to retain and engage your current team members while attracting new talent. Your firm’s values and culture can play a significant role in recruitment and retention. One way to achieve both goals is by creating…

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Business Development: Leveraging Referral Tracking to Elevate Your Client Experience

By AAM / March 21, 2024

By: Kristin Kitchens, Windham Brannon In the competitive landscape of professional service firms, satisfied clients are not only valuable assets but also potential advocates who can contribute significantly to growth. When strategically implemented and tracked, referral programs play a pivotal role in enhancing the client experience. By incorporating a robust…

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Business Development: Top Strategies for Growing Your Email Marketing List

By AAM / February 21, 2024

Written By: Brandon Ferris, Winding River Consulting Email is an effective tool in the arsenal of today’s growth leader. While many other platforms have gained prominence in digital marketing, email remains at the top in terms of ROI, offering ROI potential of $36 for every $1 spent according to a…

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Business Development: Empowering Business Developers with Marketing Fuel

By AAM / January 23, 2024

Author: David Toth, Winding River Consulting In today’s dynamic business landscape, sales and marketing are no longer siloed departments operating independently. Instead, they are two sides of the same coin, working in tandem to drive revenue growth and achieve business objectives. This is especially true in accounting firms, where complex…

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Seven AAM Members Named in Accounting Today’s Annual List of Top 100 Most Influential People in Accounting

By AAM / December 8, 2023

December 8, 2023 | Lexington, KY – The Association for Accounting Marketing (AAM) is proud to announce that seven members have been included in Accounting Today’s annual list of the top 100 most influential people in accounting. In 2023, professionals recognized on this list reflect pipeline problem solvers, serving as…

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Association for Accounting Marketing Executive Director, Rhonda Clark, Named in Accounting Today’s Annual ‘Top 100 Most Influential People in Accounting’ Lists

By AAM / December 8, 2023

December 8, 2023 | LEXINGTON, KY – The Association for Accounting Marketing (AAM), the leading association committed to providing educational opportunities and professional support for growth professionals in the accounting and advisory profession, announces that Executive Director Rhonda Clark has been named in Accounting Today’s 2023 “Top 100 Most Influential…

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Business Development: Vetting Leads Like a Pro: Protecting Your Firm’s Resources

By AAM / November 17, 2023

Picture it: a beautifully designed website with a thoughtful, easy-to-navigate layout. The carefully crafted content is high quality and relevant to its intended audience. The keyword placement is laser-focused to attract organic traffic comprised of the ideal client. The website is doing its job – bringing in quality leads. But…

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Featured: Season 5 Episode 1

The Digital Lead Gen Process For Accounting Firms

with David Toth of Winding River Consulting

Explore expert strategies for digital marketing success with the latest insights on SEO, content strategy, lead generation and more.