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Association for Accounting Marketing

Accounting growth starts with CRM. Nikki Burgeson explains how to get busy teams on board and turn that data into stronger Business Development.
When accounting firms talk about growth, relationships are almost always at the center of the conversation. But as firms expand services, adopt new technologies, and compete in more complex marketplaces, managing those relationships is becoming more challenging. In a new episode of the Amplify podcast, Adam Klein, head of industry…
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.