Posts By
Tanya Doescher
Business development and growth-focused roles are increasingly central to the evolution of the accounting industry. As firms adapt to technological advancements, shifting client expectations and competitive pressures, these roles are becoming essential for sustainable growth. The following articles provide an overview of current trends and their impact. The Rise of…
JUST THE FACTS Name: Kayla Juba Title: Senior Marketing Specialist Years of Experience: Over 11 years in MarCom; over six years in Accounting Marketing specifically College Name & Degree(s): Shippensburg University, Bachelor’s Degree in Communication/Journalism with a Concentration in Public Relations Firm Name: Brown Plus Firm City & State: Camp…
With regulatory changes, AI-driven tools revolutionizing auditing and clients demanding seamless digital experiences, staying relevant is not optional; it is required. A rebrand extends far beyond a new logo or tagline. It is a deliberate strategy to drive growth, sharpen your competitive edge and align with evolving market dynamics. This…
In the world of public accounting, trust, expertise and consistency are the pillars of your external brand. But what about your internal brand? For too long, firm Intranets have been treated as mere back-office tools managed by IT, infrequently updated and rarely seen as a strategic asset. However, in today’s…
Enhancing the client experience (CX) is crucial for accounting firms aiming to improve client retention and satisfaction. The articles below are fresh, practical and packed with ideas you can actually use—think smart tech solutions or weaving client stories into your branding in ways that accounting marketers can hit the ground…
Event planning has become a key element of successful marketing strategies, allowing firms to forge meaningful connections with their audiences through impactful and memorable experiences. Whether you are hosting an intimate networking event or a large-scale conference, the right resources can turn a challenging planning process into a smooth and…
Selecting the right metrics is essential for marketing professionals to track progress and showcase the impact of their efforts. In the accounting industry, this involves balancing core marketing principles with the unique demands of a service-driven field. To measure success effectively, marketers must prioritize metrics that offer actionable insights into…
JUST THE FACTS Name: Jeff Jacobs Title: Director Of Development and Business Development Consultant Years of Experience: six College Name & Degree(s): Bachelor of Business Administration (B.B.A.) focused in Marketing from University of Mobile Firm Name: Wilkins Miller LLC Firm City & State: Mobile, AL Firm Size: 80 Email Address:…
JUST THE FACTS Name: Olivia Collins Title: Marketing Manager Years of Experience: 10 College Name & Degree(s): University of New Hampshire, BA in Communication: Business Application Firm Name: Forvis Mazars Firm City & State: New York, NY Firm Size: Large Email Address: [email protected] Professional Memberships: AAM Community Involvement: Grassroots Leader…
Creating a public relations (PR) plan involves leveraging various tools and resources to maximize effectiveness. Here are some articles discussing platforms and resources that can help in creating and managing an effective PR plan. PR Tools: A Complete Guide to the Top 30+ Digital PR Tools via Prowly This…
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.