Posts By
Jorge Garcia

How We Identify, Attract, and Win Our Best Clients | AAM High Webinar Recap

By Jorge Garcia / July 20, 2026

If you have ever felt like your marketing and business development teams are operating from completely different playbooks, this AAM Virtual Education session offered a practical look at how to bring them into closer alignment. The AAM High Webinar, How We Identify, Attract, and Win Our Best Clients, featured Josh…

Using Technology to Automate and Measure Live Event ROI

By Jorge Garcia / February 18, 2026

Coming back from COVID, it feels like we’ve lost a bit of the magic touch when it comes to managing and tracking ROI at networking and marketing events. Now that we’re returning to in-person events, how can we strategize and track our success as event hosts and sponsors? Fortunately, I…

Welcome to CPA Growth Trends — your source for information, insights, tools and best practices to drive growth within an accounting firm.

Subscribe to our blog

* indicates required

This field is required.


Featured: Season 9 Episode 4

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.