Looking back on my notes from the most recent AAM Conference (ENGAGE) at the MGM in Las Vegas, one of the keynote speakers, Carl George said, “Start with the history. Understand the history of the firm. It’s the foundation.” The same applies for the history of AAM and its partnership…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.