Posts By
Brooke Sorensen
Brooke Sorensen is the Digital Marketing Specialist at Lutz in Omaha, NE.
Today’s CPA marketing roles are expanding beyond traditional responsibilities with a shared focus on growth and revenue. We asked three accounting marketing professionals and members of AAM how they see their roles changing over the next few years and how they have advocated for their positions. 1. How has…
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.