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AAM
Artificial Intelligence (AI) has the potential to reshape the professional world, including public accounting and accounting marketing. The conversation around its use is already buzzing with advice and cautionary tales. Digital Asset Services: A Strategic Growth Opportunity Digital assets such as cryptocurrency, stablecoins and NFTs will “dominate the future”…
Seasoned Marketer: Marketers have access to more knowledge and data than ever before, but collecting data, tracking trends, and reporting on marketing activities for the sake of reporting are not sufficient to gain the respect of our partners. So what do they really care about? Find out in this article.…
Hot Topic: Nearly 400 accounting marketers, business developers and growth professionals attended this year’s AAM Summit in Salt Lake City. It was 2.5 days of learning, networking and making new friends because, really, accounting marketers tend to make fast friends! Here are some of the attendees’ best takeaways. Meet a…
Written by: Art Kuesel Robust pipelines, high fee quotes, escalating minimums, stringent qualification questions and new client waiting lists. This has been the definition of new business development at many CPA firms for about the last year. For many firms, it reflects an about-face from what they knew and experienced…
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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.