Posts By
Richard Shippee
Nikki Burgeson shares her point of view on technology & digital transformation, including automated proposals, a new website, digital marketing, and the firm’s focus on efficiency and innovation.
Accounting Industry Insights Regarding Private Equity Investments in a Firm Any time there is a change in control through a change in ownership structure, there is always a change in firm culture. In this Q&A with Growth Strategies, Angel Morgan, Chief Business Development Officer of Raleigh, North Carolina-based Cherry Bekaert,…
When did the digital transformation of marketing communications start? A good guess would be 1999 when the power of Web 2.0 encouraged users to provide and share data. This means it has been a quarter century from the earliest days of developing client-directed content to today’s comprehensive array of automation…
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.