Lynn Olanoff is the marketing communications specialist at Concannon Miller, a CPA and business advisory firm in Bethlehem, Pa. and St. Petersburg, Fl. She has worked in accounting marketing since September 2015 and was previously a newspaper reporter for 13 years.
Customer Relationship Management – or CRM – can be a lot to manage no matter the size of your accounting firm. So if you’re among the smaller accounting firms, CRM might seem especially intimidating. But it doesn’t have to be. There are some upsides to CRM for smaller accounting firms,…Read More
Accounting marketers aren’t going to start interviewing tax manager candidates (though that could be fun) but many have taken a larger role recently in some of the HR functions at their firms. So who does what? Certainly most marketers don’t have the skillset to interview, hire or onboard new employees,…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.