Posts By
Ed Warren

Ed Warren is a Partner Development Manager for Sage Intacct. An experienced sales and marketing executive, Ed has over 30 years of sales and marketing experience as both an individual producer and a leader. Prior to joining Sage Intacct, Ed work for Dinamis, a provider of outsourcing support to bookkeeping, client accounting services (CAS) firms, and CPA firms. He also worked as an independent consultant, helping small and mid-sized CAS firms source new business.

Business Developers in Firm Growth|

Business Developers Positioned for Larger Role in Firm Growth

By Ed Warren / May 24, 2022

Being at the Association for Accounting Marketing (AAM) 2022 Summit was invigorating on many levels. Outside of it being the first in-person conference in over two years, there were a number of key takeaways for those in business development (BD) roles. Here’s a look at some of them. The Business…

Read More
Client Accounting Services BD|

The Five W’s of Client Accounting Services: Developing a Service Offering You Can Sell

By Ed Warren / August 11, 2020

To many, client accounting services (CAS) is one of the hot new services for CPA firms. But, in reality, accountants have been providing accounting and bookkeeping services for their clients for decades! Is there a single formula to use when setting up or growing your CAS practice? Unfortunately, not. But…

Read More

Welcome to CPA Growth Trends — your source for information, insights, tools and best practices to drive growth within an accounting firm.

Subscribe to our blog

* indicates required

This field is required.

Featured: Season 4 Episode 1

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.