Intranets are a great way for leadership and employees to have a channel other than email to communicate. Emails can become lost or overlooked. An intranet provides a centralized source for company information, tools and resources, with the added benefit of decluttering your inbox. The setup process involves a systematic…Read More
Are you launching a client experience program at your firm or looking to learn more about the client experience hype everyone is talking about? Look at these trending articles focused on client experience to learn more! The Client Experience: A Strategic Approach From Engagement To Retention This article focuses on the client…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.