Posts By
Rachael McGrew
Rachael McGrew is the Marketing Director for Landmark CPAs, one of Arkansas’ largest accounting firms. In her role, she wears many hats, including overseeing the firm’s marketing and business development strategy, managing internal and external communications, maintaining the firm’s social media and web presence, planning and executing firm events and community outreach programs, assisting with M&A, coordinating recruiting campaigns, and serving on industry association committees.
Within AAM, Rachael serves on the Board of Directors, leads an AAM Circle focused on HubSpot and is a member of the AAM Minute Committee. She is a graduate of the Leadership Fort Smith program and a 40 Under 40 honoree by both the Arkansas Business Journal and the Northwest Arkansas Business Journal. She is also a member of the Associated Builders and Contractors of Arkansas’ Western Council. Rachael holds a Bachelors of Business Administration in Marketing with a minor in Interdisciplinary Studies from the University of Central Arkansas and a Technical Certificate in Graphic Design from the University of Arkansas – Fort Smith. She is married to an outgoing sales guy she’s known since junior high, and they have a witty teenager they follow around to volleyball practice and tournaments.
JUST THE FACTS Name: Travis Bradshaw Title: Managing Director, Advisory Operations Years of Experience: 20 College: Evangel University | Marketing & Management Firm: CBIZ Location: Kansas City, MO Firm Size: $2.8 billion Email Address: [email protected] Professional Memberships: AAM Community Involvement: Volunteer youth recreation league sports coach LinkedIn Profile: https://www.linkedin.com/in/bradshawtravis/ …
JUST THE FACTS Name: Jeremy Shen Title: Chief Strategy Officer Years of Experience: 14 (11 in public accounting) College: Geneva College, Bachelors | Longwood University, MBA Firm Name: YHB | CPAs & Consultants Firm Locations: VA and MD Firm Size: $68M | #98 in IPA 500 Email Address: [email protected] Community…
JUST THE FACTS Name: Stacy Dreher Title: Chief Growth Officer Years of Experience: 20 College Name & Degree(s): Bethel University, B.S. Biology Firm Name: James Moore & Co. Firm City & State: Gainesville, FL Firm Size: 275 employees, $55M Email Address: [email protected] LinkedIn Profile: /in/stacydreher GETTING TO KNOW YOU…
Across multiple sessions at this year’s AAM Summit, one theme came through clearly: AI is no longer a future trend for accounting marketers—it is actively reshaping how firms create content, drive growth, support business development and show up in search. But the most impactful sessions weren’t about tools—they were about…
Lead Generation for Accounting Firms: 12 Strategies That Work in 2026 Lead generation for accounting firms isn’t what it used to be. Your potential clients aren’t flipping through the Yellow Pages or waiting for referrals anymore; they’re on LinkedIn, checking their inboxes and actively searching for accounting partners who understand their…
JUST THE FACTS Name: Anna Clyburn Title: Digital Marketing Specialist Years of Experience: 16 College: California University of Pennsylvania (now called PennWest), B.S. Graphic Communications Technology Firm: Brown Edwards Firm Locations: Roanoke, Virginia (headquarters), 13 locations in VA, WV, and TN Firm Size: 500+ employees (475 accounting professionals) Email: [email protected]…
When marketing professionals are asked what they’d include in their dream budget, the answers reveal more than just wishful thinking—they expose the real gaps, aspirations and strategic priorities that shape the future of marketing teams. After gathering candid responses from colleagues across firms, three clear themes emerged: media creation, martech…
In early 2025, the Association for Accounting Marketing (AAM) embarked on a bold rebranding journey in partnership with GRAPHEK, a strategic design agency with deep expertise in working with associations. The initiative, driven by a commitment to modernizing AAM’s identity, aligning with its evolving visions and better reflect its growing…
The 2025 AAM Summit in Phoenix, Arizona, was host to a long lineup of fantastic speakers with topics ranging from the future of leadership to disrupting disruption. Here are Summit’s keynote speakers worth following for news and insights. Keith Ferrazzi, Greenlight Research Institute Keith kicked off Summit with his keynote…
JUST THE FACTS Name: Laura Metz Title: Senior Growth Manager Years of Experience: 13 College Name & Degree: University of Missouri-Columbia; Bachelor of Journalism, Strategic Communications Firm Name: HCVT Firm City & State: Los Angeles, CA Firm Size: 800+; $267 million in revenue Email Address: [email protected] Professional Memberships: AAM Community…
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.