Posts By
JoAnne Starks
JoAnne Starks is Advisory Growth Director at GRF CPAs & Advisors
How to evaluate sponsorship spend: Before your firm defaults to “yes,” it’s worth stepping back to evaluate which opportunities truly support growth and which ones simply add noise.
Private equity’s expanding presence in accounting has elevated a once-technical issue into brand strategy territory: when and how professionals may publicly use the CPA license in PE accounting firms.
“From Plan to Pipeline: How Business Development & Marketing Teams Build and Execute Growth Together,” features insights from Kristen Lollar, CMO and Danielle Reynolds, BD Manager of Whitley Penn.
In the ever-evolving world of accounting, growth and innovation are paramount. Lori Langholz, Chief BD Officer at BDO, and Evan Tierce, Chief Sales Officer at Baker Tilly share insights are not only enlightening but also actionable for accounting marketers and growth professionals.
Lead generation is only the beginning. For accounting and consulting firm marketers, the real challenge lies in qualifying those leads and nurturing them through the lifecycle—from initial awareness to signed engagement.
Seasoned leaders can provide invaluable guidance for those aspiring to take on leadership roles or groom future leaders. Carla McCall, CPA, CGMA, Managing Partner of AAFCPAs and Chair of the AICPA shares a wealth of knowledge in leadership transitions, team building, and organizational development.
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.