For seven great years, I was the head of marketing for a regional CPA firm where I would joke "if it's not a tax return or an audit, it crosses my desk." I was responsible for branding and online marketing, recruiting and firm culture, M&A vetting and communications, business development and proposals, and more. Even though I had a job, I was getting requests from firms to help with their marketing; which is, supposedly, how you know you're onto something good. In 2013 I became an entrepreneur. In order to serve more clients, I attracted a team of really amazing people who focus on specialty areas within marketing because (get ready for one of her catch phrases) "Marketing is one word that means a lot of things" and it's all too much for any one person to be good at. So, now I'm focused on working directly with clients on strategies to help them reach their goals while overseeing more of the activities. I've presented multiple times a the MassCPAs annual conference, and have been featured on the Marketing Mistakes (and how to avoid them), and Stop the Noise podcasts. I've also served as a judge for LMA.
Getting started in marketing is exciting, though it can often feel daunting; as though all of the other marketers share a secret code that you only understand bits and pieces of. That’s not necessarily the case for today’s early career marketers! 2024 is poised to bring about innovations that marketers…Read More
Name: Becky Livingston Title: Owner, CEO Years of Experience: 25+ College Name & Degree(s): Master’s Internet Technology (Pace University) Mass Communications (Suny Geneseo) Mass Communications and Journalism (Monroe Community College) Technical Programming / Computer Science (Trade School) Firm Name: Penheel Marketing Firm City & State: Closter, NJ Firm Size: 1 employee + independent contractors Email Address: [email protected]…Read More
As a marketer, you likely spend much of your time focused on external communications. Sending firm emails and newsletters, keeping your website up-to-date, and posting regularly to social media are all part of a robust marketing plan. But are you as focused on your internal communications plan? Thoughtfully and effectively…Read More
Our September Articles of Interest include an overview of data analytics and how to use it for customer segmentation and personalization, along with discussing how to use data in your recruiting and retention efforts. Curious how you can use data analytics to develop your performance and KPI metrics? Check out…Read More
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. No marketer wants to waste time and resources collecting and presenting data that goes…Read More
The business cycle has swung again toward firms’ top goals including recruiting and retention. So, as marketers always do, we pivot! It’s like you’re applying your broad skill to produce recruiting materials, show up on social media and maybe even participate in recruiting events. However, if you haven’t yet deployed…Read More
Welcome to CPA Growth Trends — your source for information, insights, tools and best practices to drive growth within an accounting firm.
with Danielle Reynolds, Business Development, Manager with Whitley Penn
A business developer’s day involves a myriad of activities from external meetings with business owners and referral partners to scoping calls for initial client connections.