Rachel Pompeani is currently the Growth Marketing Manager at ClearyRated, a satisfaction survey program designed for B2B service firms, and has been in this role since July 2021. She has an array of responsibilities at ClearlyRated, including digital marketing, content management, email communication, graphic creation, and more.
Launching a paid digital advertising campaign can be overwhelming. Begin by knowing your audience, setting clear goals and choosing optimal platforms like Google Ads or Facebook. One of the most important steps is to craft compelling ad content that also aligns with your audience’s preferences. This short guide provides a…Read More
JUST THE FACTS Name: Erika Williford Title: Marketing & Communications Director Years of Experience: 13 College Name & Degree(s): University of Houston, Bachelor of Arts, Communication Firm Name: Doeren Mayhew Firm City & State: Troy, Michigan (however, I’m based in our Houston, Texas office) Firm Size: 575 Email Address: [email protected]…Read More
Client experience is at the heart of any successful business. How your clients perceive your brand, products and services directly impacts their satisfaction and loyalty. To ensure you’re delivering an exceptional client experience, consider these five dos and don’ts. DO’S Listen Actively: Do: Pay close attention to your clients’ feedback,…Read More
As digital marketing continues to dominate, as well as the power of personalization, there is no better time to start thinking about an account-based marketing (ABM) strategy. So, let’s start at the beginning, what exactly is ABM? According to Hubspot, account-based marketing is a focused growth strategy in which Marketing…Read More
We have four tips to maintain a positive client experience (CX) during an economic downturn. Here they are: 1. Practice conversational service by actively listening to your clients and showing empathy for their needs. According to Sharpen CX, customers who have a positive emotional experience are more six times more…Read More
When I first learned the term “phygital” I had to do a double take and go to the most reliable source – Google, to learn its meaning. So, what exactly does it mean and why should marketers be aware of this term? The Marketing Insider Group defines phygital as merging…Read More
Most marketers are aware of the famous Google Analytics update that was launched in October of 2020, Google Analytics 4 (GA4). This will be replacing Universal Analytics in July 2023. But what is this update? And how will it affect you? What is GA4? GA4 is the new rewrite of…Read More
Depending on the size of your firm, busy season can mean a couple of different things. If you are a smaller firm, you may assist with tax season, and if you are a larger firm, it may be a time for a vacation — or a time to catch up…Read More
Diversity, Equity, and Inclusion (DEI) has become a pressing topic for many accounting firms. From developing a mission statement to training your employees to altering your communications, DEI strategies are endless. And they are equally important across your firm. So how do you get started? How do you change your…Read More
The client onboarding process is crucial in the accounting services industry. What differentiates your firm from the competition should be the level of service provided to the client. So, what exactly is client onboarding? Client onboarding is the process of bringing in a new client, welcoming them to your firm,…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.