Posts By
Alison Simons
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.
Artificial Intelligence is rapidly transforming marketing in accounting firms, enhancing efficiency, strategic alignment, and client engagement. In a recent AAM High webinar, four firm marketers shared how they are leveraging AI tools to support firm goals. The Association for Accounting Marketing is at its best when we learn from fellow…
GenAI is rapidly changing the way marketers approach many elements of their job. Now it is impacting search. From Google’s AI search results to ChatGPT’s recent deployment of search, users are already interacting with search engines in new ways. As marketers it’s our job to understand what that means for…
When you hear “lead generation” you likely start thinking about digital ads, funnels, gated content and other types of advertorials. However, if your firm has growth goals, lead generation should be about quality, not quantity. And that starts with defining your ideal client. Defining Your Ideal Client – The Dartboard…
Marketing is the perfect place for firms to get started with AI because marketing can do a lot without needing to handle sensitive information, and new AI tools specifically for marketing are being launched all the time. Many are free to get started with and have a choice of paid…
On March 13th, AAM hosted an AAM High! webinar on Maximizing CRM Impact: Real-World Examples for Firm Growth. Three veteran accounting marketing leaders shared how they’re using their CRM systems to help achieve their firms’ goals. Redpath and Company recently launched a new outsourced CFO/Controller service. This puts the firm…
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…
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]…
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…
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…
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…
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.