Posts By
Elieen Monesson
Eileen Monesson, CPC, MBA, CEO of PRCounts. Contact Eileen at [email protected]
Digital asset services represent a significant opportunity for accounting and advisory firms to create service lines that address their clients’ needs, from investing to financial planning to integrating digital assets into their business operations. The success of their efforts will depend on the market research they undertake in advance to…
Read MoreThe accounting industry is about to experience a revolution, and the action has already started to occur on several key fronts. According to three of Accounting Today’s Most Influential People in Accounting, major shifts in the accounting industry will reshape the profession, redefine the role of an accountant and bring…
Read MoreHas the pandemic had a lasting effect on operational, business development and marketing strategies or tactics for advisory and accounting firms? The third annual Growth Outlook for CPA Firms study by Inovautus Consulting, in collaboration with the Association for Accounting Marketing, found marketing trends for accounting firms are continuing to…
Read MoreMany believe the investments they made in content marketing will continue to pay off, according to the second of two Growth Outlook Surveys conducted in 2020 by Inovautus Consulting in collaboration with the Association for Accounting Marketing (AAM). Firms expect growth to occur in the following areas: Improvement in 2020…
Read MoreDue to the COVID-19 pandemic and rapidly changing regulations, traditional approaches to connecting with prospective clients have become less effective. Fortunately, a recent Hinge Research Institute’s study, Inside the Buyer’s Brain: Accounting and Financial Services Edition, researched what buyers and sellers find important in a client relationship. The findings provide…
Read MoreWhile many businesses continue to struggle to adapt to the challenges presented by COVID-19, small and mid-size accounting firms are finding new opportunities, particularly in the area of advisory services. This is leading to an optimistic growth outlook in the industry. Future Growth Outlook A survey of accounting shareholders and…
Read MoreDigital and content marketing are some of the most efficient ways for accounting firms to showcase their expertise. Yet nearly half of firms are having difficulty generating enough content, in part because accountants traditionally focus more on billable hours instead of marketing activities. Savvy marketers and thought leaders know the…
Read MoreLike many industries, the accounting profession reflects the longstanding American legacy of the “old boy network.” Most firms are still led by Caucasian men, and some have no women or people of color in leadership at all. But the diversity, equity, and inclusion (DEI) movement is gaining steam in the…
Read MoreRecruiting and retaining the right mix of talent continues to be a challenge for most accounting firms. Firms that are successful at hiring and keeping employees invest in their personal development through not only technical and soft skills training but also programs focused on individual development. Marketing Departments can have…
Read MoreThe trend of working remotely has gained popularity over the years and is now a generally accepted policy in many industries, so it is no wonder the accounting industry has followed suit. From a business perspective, allowing employees to work remotely has countless benefits. Many firms going remote see a…
Read MoreWelcome to CPA Growth Trends — your source for information, insights, tools and best practices to drive growth within an accounting firm.
Strategic Planning for the Future, Observations, and Advice
with Dan Hood, Accounting Today
The Intersection of Marketing and HR for Accounting Firms Strategic Planning for the Future, Observations, and Advice -w- Dan Hood, Accounting Today