Posts By
Bob Silvy
Professional services firms are producing more thought leadership than ever — but most of it never gets used in a meaningful way. Reports are posted, webinars are hosted, and podcasts are promoted… then they disappear. According to the Edelman/LinkedIn B2B Thought Leadership Impact Study, 64% of decision-makers say a company’s…
Accounting firm marketers are being asked to do more with less, and technology is becoming central to how firms approach business development. From client intelligence platforms to proposal software, these tools can speed up workflows, sharpen targeting and give partners the data they need to win new business. But with…
Partners want growth. Clients want more value. Budgets want proof. That’s the reality for accounting firm marketers heading into 2026. The challenge isn’t doing more—it’s doing the right things, consistently, and funding them in ways that create measurable results. High-growth firms show us the way forward. They invest nearly twice…
Rebranding an accounting firm is no small feat. It’s a process that requires careful thought, significant investment and a clear vision of where the firm is headed. But beyond the new logo, updated website or refreshed tagline, there’s a deeper question: How does rebranding impact your business development efforts—and your…
AI is fast changing the way accounting firms approach business development (BD). Generative AI tools – especially when combined with thoughtful strategies – can drive better outcomes, save time and elevate the impact of BD professionals. Here are the top ways AI can help your firm become more efficient, insightful…
The 2025 AAM Summit in Phoenix offered a rare inside look at how the most forward-thinking accounting and consulting firms are transforming business development. From coaching hesitant professionals to leveraging LinkedIn to earning client trust and growing strategic accounts, the sessions shared actionable insights for building BD cultures that last.…
The phrase “What gets measured, gets done” has long been a guiding principle in business management. It underscores the power of tracking performance to drive meaningful action. I’ve seen time and again that firms with clear, measurable goals achieve better results than those that rely on instinct or informal strategies.…
In this video, we dive into the game-changing trends redefining the accounting profession, from private equity’s (PE) transformative influence and its demand for scalable growth, to the revolutionary role of artificial intelligence (AI) in lead generation and the newfound synergy between marketing and business development. We share real-world examples and…
Authors: Neil Barrow, RevOps Advisors & Bob Silvy, Level Four Business Consulting Firms spend five to six figures a year for their professionals to go to conferences and events. High dollar professionals spend hours traveling and attending these events. Meanwhile, the amount of preparation and follow up leaves everyone asking…
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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.