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AAM
Hot Topic: Marketing roles in accounting firms are evolving – and so are the skills needed to grow within them. Our January Hot Topic breaks down the key responsibilities, focus areas and core competencies for each marketing role, providing a clear roadmap for career progression and team development. Beginner’s Guide:…
Webinars have become a cornerstone of modern accounting firm marketing. But as attendance grows and expectations rise, many firms are discovering that their old platforms can’t keep up. If your webinar process feels clunky, time-consuming, or disconnected from your growth goals, you’re not alone. In this episode of Amplify, Meg Hoevener,…
Navigating a Proposal Tool Migration: Research, Selection and Key Recommendations:This year Whitley Penn recognized the need to migrate our proposal tools as a strategic marketing initiative for our firm. With varying and dynamic needs of the growing firm we needed a nimbler tool that would allow us to scale, respond,…
Rhonda Clark Named to Accounting Today’s 2025 Top 100 Most Influential People in Public Accounting Recognition is based on peer voting among 151 Top 100 candidates December 15, 2025 | LEXINGTON, KY — Rhonda Clark, Executive Director of the Association for Accounting Marketing (AAM), has been named to Accounting…
Reputation-Building Best Practices for Accounting Firms in the Age of AI Learn how forward-thinking firms use strategic communication to reassure clients and protect their reputations in an AI-heavy environment. Meet Your New Teammate: The AI Agent Discover how AI agents are becoming powerful digital coworkers that streamline processes and expand…
Hot Topic: Artificial intelligence (AI) has quickly evolved from a futuristic concept into a practical tool for marketers, transforming the way content is created. Click here for a comprehensive list of ways AI can support accounting marketers with content creation, grouped by each key stage in the content lifecycle. Beginner’s…
Beginner’s Guide: Ideal customer profiles may not sound as exciting as personas, but they’re a practical tool that helps marketing and BD get on the same page. And once you see how the two fit together, you’ll wonder how you ever ran campaigns without them. This article explains how to…
For many accounting firms, adopting marketing automation feels premature without fully integrated CRM systems, but if your firm is eager to grow its marketing efforts anyway, it’s possible. That’s the scenario Yeo & Yeo, a Michigan-based CPA and advisory firm, faced and overcame, even though the approach could be considered…
Beginner’s Guide: When it comes to marketing retreats, securing a block of time on the calendar is only half the battle. In this Beginner’s Guide article, two accounting marketing professionals share what they include in a typical marketing retreat agenda to make the best use of this precious meeting time.…
Marketing technology is changing the way accounting firms connect with clients and grow their business. But with so many options, it can be tough to know where to start or how to use these tools well. If your firm’s tech stack feels disconnected from your growth strategy, you’re not alone.…
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.