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.
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
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.
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.