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AAM
By: Megan O’Donnell, Eisner Amper and Erica Reagle, Wipfli When transitioning from a small accounting firm to a larger firm, one of the most significant changes you’ll encounter is the sophistication and rigor of metrics and reporting. In larger organizations, leadership demands a more detailed and precise understanding of marketing…
As Artificial Intelligence (AI) rapidly becomes an integral part of the business world, understanding and preparing for its impact is essential for any forward-thinking company. The shift towards AI-driven operations is not a distant-future scenario but a reality that is unfolding today, reshaping industries, and redefining how businesses operate. Recognizing…
Author: Korby Boswell, Adams Brown Imagine your business developers and brand ambassadors as the frontline scouts of your firm, navigating the complex terrain of your target markets. They’re not just shaking hands and exchanging business cards — they’re gathering intelligence, building alliances and discovering new opportunities. But are you fully…
Business Development: What is a practical use case for AI today and how can marketers and business developers utilize this tool to deliver insights to the firm? Discover tactical prompts to apply today to generate ideal client profiles, industry insights, and differentiators to create better conversations around business development. Articles…
Artificial intelligence, as it stands today, is not a complete solution. It’s a great starting point. When people refer to AI, that usually means a large language model (LLM), like ChatGPT. This type of AI can generate and refer to text, quickly linking relevant text together. Most people are looking…
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…
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…
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…
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…
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…
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.