Posts By
Rachel Pompeani
1. Expert Guide to Thought Leadership in Marketing By Neil Patel What it covers: Defines thought leadership marketing and why it matters. Provides actionable tactics for building credibility and brand awareness. Emphasizes creating educational, non-promotional content that solves real problems. Why it’s useful: Great for marketers who want practical steps…
In the competitive landscape of accounting, firm growth isn’t unintentional. It’s the result of a deliberate, coordinated effort. Yet, too often, the departments most critical to driving this growth—Business Development (BD) and Marketing—operate separately. This disconnect can lead to wasted resources, missed opportunities, and a diluted brand message. True growth…
Budgeting is a term we know all too well in accounting, yet marketing budgets are often forgotten, nonexistent, or rarely reviewed and updated. Whether you’re new to budgeting or already have an established budget, AAM’s Marketing Budget Benchmark Study highlights the key drivers that directly influence high-growth firms. To dive…
As a marketer, we’re always looking for ways to measure ROI, especially in the digital world. This infographic outlines four simple steps to consider when a new contact enters your pipeline. Did they read a blog and submit a form? Or perhaps they received an email, visited a service page…
The AAM Summit is more than just a conference for accounting marketers. It’s a place to connect with peers, learn from industry thought leaders and walk away with actionable insights that drive business growth. This year’s Summit continued the tradition, offering attendees a packed agenda full of strategies tools and…
Marketing for an accounting firm often means juggling a mountain of data. From website analytics and CRM databases to survey responses, the sheer volume of information can feel overwhelming. But here’s the good news— data can easily become actionable insights with the help of AI. AI isn’t just a flashy…
In last month’s AAM Minute, we interviewed Herbein’s Client Experience Manager, Ryen Salo, on her newly created position. She discussed the importance of a CX role and what made the firm realize CX needed to be prioritized. In this article, we continued the conversation with Ryen and took it a…
Client Experience has become a trending topic in the accounting industry. After reviewing data, talking to partners and listening to clients our firm decided to dedicate time and resources into establishing a role that would prioritize growth. This by far was our favorite thing of 2024 and what we look…
JUST THE FACTS Name: Jack Kolmansberger Title: Chief Growth Officer Years of Experience: 27 College Name & Degree(s): Villanova University, B.S. in Business Administration, Marketing Concentration Firm Name: Herbein + Company, Inc. Firm City & State: Reading, PA (HQ – 13 offices from NJ to the Philippines) Firm Size: 300…
In the competitive landscape of accounting firms, client satisfaction is crucial. Understanding client needs, preferences and pain points is necessary for maintaining strong relationships and fostering business growth. One effective tool for gathering such insights is client satisfaction surveys. By implementing well-structured surveys and leveraging the data they provide, accounting…
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.