Private equity (PE) investment in accounting and advisory firms is on the rise, with the 2021 marriage of New York-based EisnerAmper and TowerBrook Capital Partners marking the highest-profile deal so far. Consolidation in the public accounting industry has accelerated in the past couple of years, with headlines about new business…Read More
When the COVID-19 pandemic hit, most staff at accounting and advisory firms – and the staff of their clients – packed up and went home. For the firms, however, business didn’t stop or even slow down. In fact, clients needed more services and guidance from their advisors than ever. How…Read More
Automated client satisfaction surveys, such as ones offered by Clearly Rated, CX Pilots, Ask Nicely, Alchemer and Qualtrics, are now a common tool in most accounting and advisory firms’ client experience (CX) toolboxes. While these surveys often ask many questions about a client’s satisfaction with particular staff, services or outcomes,…Read More
As employees across the globe were sent home to work remotely, people had to figure out what that looked like. Accounting marketers were no exception and have embraced remote work. It took time to figure out new routines and how to interact with team members. Some found themselves working around…Read More
The COVID-19 work environment has changed the way we collaborate with colleagues, perhaps forever. As firms adapt and make use of new technologies, they also are becoming more adept at using them. Several professionals spoke about remote collaboration tools they have adopted to maintain connections with their teams and clients. The…Read More
What COVID-19 Business Process Changes Came to Your Firm? 1. Fine-tuned the event process We have fine-tuned our event process. Our firm had a long-standing tradition of live events. With all the PPP activity and related conversation, we pivoted to our first series of live videos, which were more successful…Read More
Ideally, marketing and business development work hand in hand, but it is important for accounting firm leaders to understand the distinctions between the two functions and to seek alignment between them to accelerate firm growth. While the specific tasks of each role vary among firms, depending on firm size and…Read More
The trend of diversity and inclusion marketing in CPA firms It is now common for marketing departments of CPA firms to incorporate diversity, equity, and inclusion tactics in their materials. It would be harder to find a firm that wasn’t promoting an interest in equal opportunity than the other way…Read More
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Compensation Changes in Accounting Firms – Intersection of HR & Marketing with Andrea Sardon, PBMares
with Andrea Sardone from PBMares
Join host Mike Jones with Andrea Sardone from PBMares as they discuss the changes in compensation within the intersection of marketing and accounting in accounting firms.