Posts By
Richard Shippee
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…
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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…
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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,…
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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…
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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…
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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 MoreIdeally, 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…
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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 MoreWelcome to CPA Growth Trends — your source for information, insights, tools and best practices to drive growth within an accounting firm.
Strategic Planning for the Future, Observations, and Advice
with Dan Hood, Accounting Today
The Intersection of Marketing and HR for Accounting Firms Strategic Planning for the Future, Observations, and Advice -w- Dan Hood, Accounting Today