Posts By
Cassy Clayman
Cassy Clayman is Marketing and Communication Coordinator for Topel Forman where she strategizes and plans content and other marketing programs to grow the accounting firm’s brand. She is a member of the AAM Podcast Committee where she contributes in a number of areas including content strategy and production.
When accounting firms think about improving business development, technology is often part of the conversation. New tools promise automation, efficiency, and better data. But according to Mike Jones, founder of Resound Creative and Kindred BD, firms need to be careful not to lose sight of what drives business development in…
During a recent Amplify podcast discussion, Sarah Dobek, president of Inovautus, shared that the real driver of effective business development isn’t scripts, proposals or tech – it’s curiosity.
This article recaps the debut episode of Forward Focus, the newest addition to AAM’s Amplify podcast series. Hosts Mike Jones and Sam Pagel sat down with attendees at the AAM Summit 2025 to explore what true growth looks like in today’s accounting firms. Through a series of candid interviews, four…
Accounting firms are waking up to the reality that artificial intelligence is no longer a future-forward trend. It’s a right-now imperative. But while much of the conversation around AI focuses on automation, productivity and disruption, there’s a quieter story playing out in firm marketing departments: the rise of the marketer…
Artificial intelligence (AI) is reshaping marketing in profound ways. From automating content creation to improving marketing efficiency, AI tools are becoming indispensable for firms looking to scale their outreach and impact. In a recent episode of the Amplify! podcast, I had the pleasure of speaking with Blake Oliver, founder and…
One of the most powerful tools a firm has at its disposal is the expertise of its people. But how do you ensure that expertise is seen, recognized and valued by the right audience? That’s exactly what I explored in a recent Amplify! podcast conversation with Karl Feldman, managing partner…
For small accounting firms, proving value isn’t just about the services you provide — it’s about how you position yourself, build relationships and showcase your expertise. In an AAMplify! podcast season dedicated to proving your worth, I spoke with Kelly Schuknecht, Chief Elevation Officer at Two Mile High Marketing, about…
Professionals in non-billable roles in accounting firms often find themselves navigating uncharted territory. Whether leading HR, operations or marketing functions, these professionals frequently need to advocate for their value in an environment where billable hours reign supreme. In a recent Amplify! podcast season focused on proving your worth, I spoke…
In accounting, building personal brand authority and overcoming industry barriers is no small feat. Gilbert (Gil) Vasquez, managing partner and founder of Vasquez + Company has done just that, establishing one of the largest minority-owned CPA firms in the U.S. The most recent season of AAM’s Amplify! podcast is all…
Discover the symphony of successful campaigns, aligning metrics with goals, and tailored strategies for the accounting industry. In this episode of Amplify!, Apoorv Dwivedi, founder of Fixyr Marketing, shares a wealth of knowledge on crafting winning digital marketing campaigns, effective email strategies, and the importance of data-driven decision-making. You can…
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.