Posts By
Kayla Juba
Against the backdrop of Arizona’s gorgeous sunshine, cacti and red rock mountains, this year’s Summit started and ended with two commanding keynote presentations: one on the power of shifting from leadership to ‘teamship,’ and one on the importance of future-proofing firms in the face of rapidly-evolving AI. Below are my…
At my Firm, Brown Plus, one of the key goals on our Strategic Plan is to identify potential areas for roles to assist with client service tasks that do not require the attention of a licensed CPA. In theory, this strategy would be a win-win, in that it would free…
The world of accounting is changing fast, with rapid technological advancements, evolving workplace trends and rising client expectations. In order to keep up, accounting firms need strong internal communications to help teams collaborate, stay engaged and remain productive. As we move forward into 2025, here are six key trends shaping…
Hosting client educational events is a crucial aspect of a marketer’s role at an accounting firm. Educational events not only serve as valuable opportunities to build relationships and showcase the firm’s expertise, but they also help clients stay informed about the latest industry trends, regulations and best practices. One unique…
JUST THE FACTS: Name: Beth More Title: Senior Marketing Director Years of Experience: 20+ College Name & Degree(s): Bachelor of Science in Public Relations and Journalism from Kent State University Firm Name: Grassi Firm City & State: New York, New York Firm Size: 500+ Email Address: [email protected] Professional Memberships: Association…
In today’s competitive landscape, accounting firms face a critical need to attract and retain top talent. Recruiting marketing plays a crucial role in this endeavor, linking firms with prospective candidates. One recruiting marketing strategy that is on the rise involves college-specific webpages and other tailored marketing materials, with customized content…
Employee Resource Groups (ERGs) are voluntary groups of employees who share common characteristics or life experiences. Their primary objective is to cultivate a more diverse and inclusive workplace environment, offering support, advancing career paths and nurturing personal growth among members. ERGs serve as catalysts for promoting diversity, nurturing talent, fostering…
JUST THE FACTS: Name: Becky Weiand Title: Digital Marketing Manager Years of Experience: 10 College Name & Degree(s): Walsh University – Bachelor of Arts degree in Marketing Firm Name: Rea & Associates, Inc. Firm City & State: New Philadelphia, Ohio Firm Size: 450 employees Email Address: [email protected] Professional Memberships: Association…
Our November Articles of Interest includes helpful links outlining the different types of internal messaging; tactics and tools you should be using; top internal communications trends from the past year; award-winning intranet design highlights and tips for writing your employee newsletter “like you give a damn.” 10 Types of Internal…
Written by Co-Authors: Rachael McGrew, Landmark CPAs & Kayla Juba, BSSF Marketing technology (MarTech) includes a vast range of software and tools that assist in achieving marketing goals and objectives. CRMs, social media scheduling platforms, graphic design/video editing tools, website hosting software and data analytics software are all examples of MarTech.…
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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.