CPA Growth Trends

Strategies, Tools and Knowledge to Grow CPA Firms

Beginner’s Guide: Internal Communication Platforms and Best Practices

By Amy Lydic / November 21, 2022

Beginner’s Guide: Internal Communication Platforms and Best Practices Taylor Bartosiewicz, Yeo & Yeo CPAs & Business Consultants The diversity of today’s workplaces means that people of all backgrounds, upbringings and ages are collaborating. It also means that workplaces have a myriad of communication styles and preferences. With so many internal…

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The Three Pillars of Internal Communications: Inform, Educate and Engage

By Amy Lydic / November 21, 2022

The Three Pillars of Internal Communications: Inform, Educate and Engage Abigail Cugini, Rea & Associates When it comes to the basic objective of internal communications, the famous actress Judy Garland said it best: “Give the people what they want and then go have a hamburger.” All kidding aside, it really…

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Articles of Interest: Internal Communications

By Amy Lydic / November 21, 2022

Articles of Interest: Internal Communications Tanya Doescher, Melton & Melton, L.L.P.  The 7 Steps to Developing an Internal Communication Strategy https://www.happeo.com/blog/internal-communications-strategy This article outlines some of the basics, including what internal communication actually is and why it is needed. It also discusses how technology can support your efforts and provide…

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29 Microsoft Teams Tips and Tricks

By Amy Lydic / November 21, 2022

29 Microsoft Teams Tips and Tricks Rachael McGrew, Landmark CPAs Microsoft Teams has become a popular internal communications tool at firms across the country. In fact, the platform boasts having doubled the number of active daily users in the past year to 270 million. Are you taking full advantage of…

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Why Should Your Firm Build a Brand Manual?

Why Should Your Firm Build a Brand Manual?

By Sammi Dittloff / November 8, 2022

At the end of the year, it’s important to take stock of the things you’ve accomplished, as well as what may have slipped through the cracks. Did you try to do too much, only to wind up doing nothing? Do you find yourself going back to the drawing board time…

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Customize Your Sales Collateral to Increase Your Win Rate

Customize Your Sales Collateral to Increase Your Win Rate

By Brooke Sorensen / November 3, 2022

Sponsored post by Pitchly Sales collateral is an essential part of the business development process. It helps your team understand what they’re selling and why it’s valuable to customers. It also gives them something more tangible than just words on a page. As a CPA marketer, your team is responsible…

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CRM Options for Smaller Accounting Firms to Consider

By Lynn Olanoff / November 1, 2022

Customer Relationship Management – or CRM – can be a lot to manage no matter the size of your accounting firm. So if you’re among the smaller accounting firms, CRM might seem especially intimidating. But it doesn’t have to be. There are some upsides to CRM for smaller accounting firms,…

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5 Valuable Marketing Assets Your Team Needs Going Into 2023

By Charlie Beeler / October 27, 2022

As CPA firm marketers, we hold the responsibility of finding new, creative ways to stand out from our competitors. And in our fast-moving world where consumers are hit with upwards of 10,000 advertisements each day, it’s safe to say it’s more important than ever to communicate your messages not only…

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Articles of Interest

Articles of Interest: Recruiting

By Leah Yoneda / October 19, 2022

Marketers are being asked more and more to get involved in recruiting for their firms. Here are four articles to help you get started. Why HR and Marketing Should Work Together This article has helpful definitions and diagrams of exactly how HR and Marketing can combine forces for good and…

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12 Bewitching Recruiting Ideas

By Rachael McGrew / October 19, 2022

Recruiting can be scary if you’re just getting started helping your firm in this area. Here are 12 bewitching ideas that make recruiting less scary. 1. Revamp your job descriptions with compelling copy 2. Create killer recruiting content like Day-In-The-Life posts or videos, employee testimonials or customized landing pages 3.…

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Featured: Season 1 Episode 1

Compensation Changes in Accounting Firms – Intersection of HR & Marketing with Andrea Sardon, PBMares

with Andrea Sardone from PBMares

Join host Mike Jones with Andrea Sardone from PBMares as they discuss the changes in compensation within the intersection of marketing and accounting in accounting firms.