Posts By
Lauren Preston
Understanding Client Experience Client experience can be defined as the sum of all interactions and engagements a client has with your brand. It encompasses both tangible and intangible elements, including the quality of products or services, customer support, user interface, brand messaging and more. It is crucial to remember that…
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As Martech continuously becomes a more relevant (and popular) term for marketers, the content produced on this subject is starting to dominate the internet. We have 4 helpful resources to help your firm navigate into the Martech world. This article provides guidance on selecting a tech stack for accounting firms…
Read MoreWelcome to CPA Growth Trends — your source for information, insights, tools and best practices to drive growth within an accounting firm.
What a Business Development Executive Does
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.