CPA Growth Trends
Strategies, Tools and Knowledge to Grow CPA Firms
Unlike most careers in public accounting, marketing doesn’t come with a predefined roadmap. Many of us enter accounting marketing as generalists, learning a little bit of everything along the way. We write articles, coordinate events, update websites, manage social media, support business development and jump in wherever help is needed.…
When your press release announces an M&A transaction, then the media, your competitors and basically everybody should know about it. Except they don’t. In one M&A scenario a few years ago, my team worked on internal and external communications so that the growth team and partners could roll out news…
When private equity invests in an accounting firm, the expectation is that the business will become more valuable. Growth and improved profitability help deliver that return. For business development professionals, the impact can extend well beyond a higher revenue target. It can influence how growth is planned, where the firm…
Every private equity deal in accounting sends out an echo. Grant Thornton’s PE-backed acquisition of CBIZ is the loudest yet, and its message is clear: private equity is no longer a trend. It’s changing how accounting firms compete. There is a widening gap between enormous, PE-backed firms and everyone else.…
Good news! There is no single right way to build a marketing team inside an accounting firm. The structure that works for a solo marketer at a regional firm may look very different from the model needed to support a multi-office, multi-service-line organization. But across firm sizes, the same questions…
When accounting firms think about improving business development, technology is often part of the conversation. New tools promise automation, efficiency, and better data. But according to Mike Jones, founder of Resound Creative and Kindred BD, firms need to be careful not to lose sight of what drives business development in…
Accounting growth starts with CRM. Nikki Burgeson explains how to get busy teams on board and turn that data into stronger Business Development.
When accounting firms talk about growth, relationships are almost always at the center of the conversation. But as firms expand services, adopt new technologies, and compete in more complex marketplaces, managing those relationships is becoming more challenging. In a new episode of the Amplify podcast, Adam Klein, head of industry…
If you’re an accounting marketer, there’s some new IRS guidance about using AI in a federal tax practice that you need to know about. I know “IRS AI guidance” sounds like something to forward to the tax department and move on with your day. But buried in the discussion about…
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.