Working as the Marketing Manager for a regional CPA Firm, I work alongside the Chief Growth Officer, the Firm Partners, and Staff. With three locations throughout Western New York, I lead the firm through our day-to-day internal marketing efforts and managing our public relations relationship. I also oversee the proposal process, community sponsorships, social media, firm volunteer efforts and assist with our wellness program.
JUST THE FACTS Name: Sunny Ricks Title: Director of Marketing Communications Years of Experience: 25 years (16 with firm) College Name & Degree(s): Florida State University, BA in Communication Firm Name: Warren Averett Firm City & State: The firm is headquartered in Birmingham, Alabama, but I’m located in Pensacola, Florida.…Read More
Paid search advertising is not only a digital marketing strategy, but a cost-effective way to target users who are specifically searching for your services. “Pay-per-click” or PPC is one of the most common forms of this type of advertising, as you only pay if a user clicks on your advertisement…Read More
Keep the Marketing Engine Humming Amid Economic Uncertainty During unpredictable times, how should your firm adjust its strategy and approach to marketing? Read more to learn how marketing leaders can maintain momentum and how they can work to ensure the external perception of their organization remains stable. Having a clear…Read More
Katherine Koon is the Marketing Senior Manager for GBQ, an Ohio-based Top 100 firm. In this Meet a Member, learn more about Katherine and how she has seen the accounting landscape change over the course of her career. About Katherine Name: Katherine Koon Title: Marketing Senior Manager Years of Experience:…Read More
ABOUT STACIE • Name: Stacie Muldoon • Title: Chief Growth Officer • Years of Experience: 17 • College Name & Degree(s): Edinboro University of Pennsylvania, Bachelors of Science in Business Administration, Minor in Economics • Firm Name: Mengel Metzger Barr & Co. LLP • Firm City & State: Rochester, Canandaigua…Read More
Google Marketing Tools create awareness and enable brands to continually connect and engage with their customers. By doing this, you can help meet the needs of your customers that will hopefully result in long-term relationships. If utilized correctly, these various Google Tools can help your business thrive by ensuring your…Read More
First of all, take a breath and realize that we are all in this together! There are many tips and tricks that you can follow to help strengthen your client relationships, and many you may already be doing. It is important to remember that during this pandemic, companies who lead…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.