Posts By
Kayla Juba

Client experience (CX) is easiest to manage when nothing is changing. The relationship team is stable. Clients know who to call. Processes are familiar. Technology works the way it always has. Fees are predictable. And the partner who has been signing the engagement letter for 15 years is still the…

Technology is reshaping every aspect of the accounting profession, from how firms market their services and engage prospects to how they deliver client experiences and advisory solutions. As artificial intelligence (AI), CRM platforms, digital marketing and automation continue to evolve, staying informed is essential for marketers and business development (BD)…

Cross-selling additional services to existing clients remains one of the most effective growth strategies for accounting firms. Existing clients already know and trust the firm, making them far more likely to engage additional services compared to a brand-new prospect; yet many firms struggle to build consistent cross-selling habits across partners,…

In accounting firms, CRM success rarely happens overnight; it evolves from basic adoption to strategic intelligence. For this month’s Seasoned Marketer article, I had the chance to interview Jeshanah Fox, Director of Marketing and Strategy at Brown Plus, on how Brown Plus’ CRM approach has matured over the past eight…

Marketing departments in accounting firms play a critical role in supporting growth, strengthening brand reputation and enabling business development efforts. As firms become more sophisticated in their marketing approaches, having clearly defined roles – and a transparent path for career progression – becomes essential for both talent development and departmental…

When I look back at this past year, my favorite project – hands down – was the series of Client Appreciation Events my Firm hosted in October. These events were designed as a sincere “thank you” to the clients who continue to trust us as their advisors, and they ended…

Artificial intelligence (AI) has rapidly evolved from a futuristic concept into a practical, everyday tool for marketers. In the realm of content creation, AI can do far more than just generate text; it can help shape entire strategies, streamline workflows and enhance creativity. From researching and brainstorming new topics to…

Authors: Kayla Juba, Brown Plus & Melissa Schiller, Barnes Wendling CPAs A marketing retreat is a dedicated event (ranging anywhere from a few hours to several days) where marketing professionals step away from their daily work to focus on intensive marketing strategy development, team building and professional growth. Marketing retreats…

Marketing and branding consultants help organizations undergoing a rebrand to develop a strategic, visually cohesive identity that resonates with their target audiences. We asked the Affiliate members of AAM who specialize in marketing and branding consulting: “What is your go-to piece of advice for anyone getting ready to go through…

Artificial intelligence (AI) is transforming the way accounting marketers, business developers and other growth professionals approach their work – from creating content and optimizing for search engines to designing visuals, analyzing data and generating leads. With so many tools available, it can be challenging to know which ones truly deliver…