Posts By
Bonnie Boul Ruszczyk
With 25 years of marketing experience, Bonnie Buol Ruszczyk helps professional services firms develop unique strategic marketing that will help them reach their growth and awareness goals. This can take many forms including serving as a fractional or part-time CMO, creating strategic marketing plans for the firm as a whole and the niches it serves, helping hire and manage internal marketing teams and much more.
As part of the AAM DEI committee and original co-chair of the initiating task force, I’ve been a part of many conversations around diversity, equity, and inclusion over the last two years. It is encouraging to see how some firms are embracing the idea of expanding their culture to be…
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I want to thank everyone who attended AAM’s Defining Diversity, Equity & Inclusion training in late June. It was an honor to present this information to so many people, and I appreciate all the positive feedback and questions I have received. I also must give a shout-out to everyone on…
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What is the most innovative (or surprisingly effective) tactic for improving the client experience (CX)? Improving the Client Experience by Asking Questions Arianna Campbell, Boomer Consulting, Inc. ([email protected]): When looking to improve CX, we sometimes forget the most important part: what the client wants and values. Uncover new opportunities to…
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The complexity of today’s business world often compels CEOs and CFOs to seek advice and guidance from trusted advisors. Some of the best input can come from those who are in similar situations and have overcome the same issues and challenges themselves. Because of this, and a variety of other…
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What are the biggest challenges for firms moving to a remote office model, and how can they address them? Remote Office Model Calls for Flexibility August Aquila, AQUILA Global Advisors ([email protected]): It is said with challenge comes opportunity. The COVID-19 pandemic has created an unprecedented level of business disruption. Navigating…
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To understand how the demands of CPA firms are changing within this virtual COVID-19 environment, we turned to three notable consultants for their perspective on the current trends. We asked them what has changed for them in the way they work with firms or in requests they have received from…
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Remember a few years ago when we were all rebuilding our websites to be responsive on all devices so they were easy to read and accessible to anyone who wanted to visit? Now it is time to take that one step further and make your website ADA compliant. No, you…
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As I write this from my own quarantine, I can confidently say we are in uncharted waters. In a profession that is pretty predictable, suddenly we are all trying to figure out how to work remotely, what it means to be flexible and just what communication needs to be provided…
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By: Bonnie Buol Ruszczyk At most firms, there is a clear onboarding process followed when new employees join the firm. The basics include an office tour, work space and computer set-up, and introductions to team members. Some firms even include partner interviews and other training in their process. What…
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by Bonnie Buol Ruszczyk You have to be living under a rock not to notice the ever-increasing appetite for growth via mergers and acquisitions in the accounting profession. What seems to get little focus or conversation is the marketing side of these transactions. Some are handled beautifully, outwardly seamless in…
Read MoreWelcome to CPA Growth Trends — your source for information, insights, tools and best practices to drive growth within an accounting firm.
What a Business Development Executive Does
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.