Posts By
Stacy Dreher
Stacy Dreher is the marketing director for James Moore & Co., a CPA and business consulting firm with five offices throughout Florida. She has over 15 years of experience developing growth strategies for professional services firms and building teams and systems to effectively execute them.
The accounting industry is undergoing a major digital transformation accelerated by the COVID-19 pandemic. While traditional methods of growth will always be important, creating a digital culture and strategy is imperative to build scalable and repeatable methods of growth. Many firms are investing in digital marketing tactics such as SEO,…
Marketing and business development departments within CPA firms have been tasked with doing just about everything except delivering client service. (Fortunately, we’re never asked to help prepare a tax return!) But as growth leaders, we need to prioritize customer acquisition and that means generating more leads for our firm. That…
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.