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AAM
Seasoned Marketer: Against the backdrop of Arizona’s gorgeous sunshine, cacti and red rock mountains, this year’s Summit started and ended with two commanding keynote presentations: one on the power of shifting from leadership to ‘teamship,’ and one on the importance of future-proofing firms in the face of rapidly-evolving AI. This…
Seasoned Marketer: In public accounting, marketing leaders often focus on external brand strength, but the Intranet is a powerful internal asset that is frequently overlooked. This article discusses how marketing leaders can elevate the Intranet to foster internal alignment, streamline operations and strengthen firm culture, ultimately driving greater collaboration and…
Ben Sappington, a seasoned business development professional with nearly two decades of experience, is at the helm of growth efforts for the Aerospace & Defense and Transportation & Logistics practices at Moss Adams. Since joining the firm, he’s played a vital role in developing and optimizing nationwide sales strategies, as…
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…
Beginner’s Guide: Tracking business development isn’t easy, but the right KPIs can make all the difference. In this article, Bob Silvy explains how measurable goals help accounting firms make better decisions, improve accountability, and drive sustainable growth. Seasoned Marketer: Marketing for an accounting firm often means juggling a mountain of…
Authors: Nikki Burgeson, Director of Sales and BD, Rehmann & Neil Barrow, Founder, EnabledBD Introduction As marketing and business development (BD) pros, we know that data plays a pivotal role in driving effective BD strategies for professional services firms. Moving beyond anecdotal evidence and relying on concrete information allows firms…
Authors: Stacy Dreher & Kaila Yim Business development (BD) has become increasingly vital to accounting firm success, regardless of firm size. As competition intensifies and service offerings expand, firms are recognizing the need for dedicated business development resources. However, building an effective BD function requires careful planning and a clear…
Growth-oriented accounting firms are discarding the silo-method of selling and increasingly looking at the client as a whole to grow revenue. One effective strategy that can significantly increase a firm’s revenue while adding value to clients’ financial experiences is cross-selling. But how can accounting firms harness this strategy effectively? Furthermore,…
Beginner’s Guide: At Brown Plus, we’re piloting a Client Service Coordinator role to streamline client service tasks that don’t require a CPA, freeing up our professional staff while also improving client response times. In this month’s Beginner’s Guide, I spoke with Ashley Gonsar, our Client Database Specialist, about her experience…
Authors: Gabe Tevrizian, CBM CPAs & Neil Barrow, RevOps Advisors Customer experience (CX) is a critical factor in the success of accounting firms. A client-centric approach that prioritizes CX can enhance business development efforts, improve efficiency, boost win rates and foster long-term client relationships built on trust and clarity. These experiences…
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.