Posts By
Ian McManis
Ian McManis is the Co-Chair of the Blog Committee for the Association for Accounting Marketing (AAM). He is a Marketing Senior Manager at Barnes Dennig where he is responsible for marketing technology, communications, and the strategic growth of emerging markets for the firm. Contact him at [email protected].
When accounting firms talk about business development, the conversation often jumps straight to tools, automation, and lead generation. But according to business development consultant Neil Barrow, many firms overlook the most important starting point: the fundamentals. In a recent Amplify podcast, Barrow provides practical advice for firms looking to build…
Across the accounting profession, the pace of consolidation, private equity investment, and service expansion is accelerating. In response, many firms are rethinking how they organize for growth. The Wall Street Journal recently highlighted this shift, noting that the industry is entering a period defined by mergers, capital infusions, and competitive…
Growth is the goal of nearly every professional services firm — and in the accounting industry, that growth often comes through mergers and acquisitions. As firms expand, diversify, and increase their market presence, the role of the marketing team becomes not only more essential but also more complex. What begins…
By now, you’re probably growing as fatigued as I am of hearing about Artificial Intelligence (AI), the powerful shortcuts it will unlock, or the less savory side effects it may cause. While much of the focus has been on generative AI, such as ChatGPT, Jasper, and others, these are only…
With new marketing solutions and artificial intelligence bombarding us at every turn, personalization in email marketing has emerged as must-have. It’s not just a fleeting trend but a value-adding strategy that enhances communication and engagement with clients. Leveraging personalization correctly can lead to increased open rates and stronger customer relationships.…
Historically, marketers within the accounting industry have not had to spend much time and resources getting involved with the client relationship. And why would they? Accounting professionals have long been successful with the traditional, relationship-based approach to client acquisition. Personal connections and the transactional nature of most engagements rendered an…
In the fast-paced world of accounting, where accuracy, communication, and collaboration are paramount, information is essential for firms aiming to maintain an effective and engaged workforce. We each spend hours a day drafting, reading, and responding to emails. A loaded inbox can be an inconvenience at best, and a downright…
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.