CPA Growth Trends

Strategies, Tools and Knowledge to Grow CPA Firms

Beginner’s Guide: Simple Ways to Keep Staff Involved in Marketing and BD During Busy Season

By Taylor Bartosiewicz / March 20, 2023

“Let’s wait until after the 18th.” It’s a phrase we are all familiar with during the height of the busy season. It can be frustrating as an accounting marketer to put everything on hold, especially during a time when the most people are interacting with your brand. So, what are…

Read More

Seasoned Marketer: Marketing’s Role in the Difficult Conversations

By Tanya Doescher / March 20, 2023

Difficult conversations can be painful. Today more than ever, accounting firms are taking a real hard look at their clients and becoming even more selective on the ones they onboard. Most firms are struggling to maintain enough staff to handle their current client base while still having goals for continued…

Read More

Articles of Interest: Providing Value During a Time of Economic Uncertainty

By Jenna Ward / March 20, 2023

Keep the Marketing Engine Humming Amid Economic Uncertainty During unpredictable times, how should your firm adjust its strategy and approach to marketing? Read more to learn how marketing leaders can maintain momentum and how they can work to ensure the external perception of their organization remains stable. Having a clear…

Read More

Infographic: Four Tips for CX in an Economic Downturn

By Rachel Pompeani / March 20, 2023

We have four tips to maintain a positive client experience (CX) during an economic downturn. Here they are: 1. Practice conversational service by actively listening to your clients and showing empathy for their needs. According to Sharpen CX, customers who have a positive emotional experience are more six times more…

Read More

Business Development: Selling on the Verge of a Downtown

By AAM / March 20, 2023

Written by: Art Kuesel Robust pipelines, high fee quotes, escalating minimums, stringent qualification questions and new client waiting lists. This has been the definition of new business development at many CPA firms for about the last year. For many firms, it reflects an about-face from what they knew and experienced…

Read More

Business Development: Tech Makes Cross-Selling Easier

By Emily Hensler / February 16, 2023

Written by: Simon Leek, CEO, FibreCRM Cross-selling is an instrumental growth strategy for CPA firms. Whether you want to increase sales of one particular service or ensure clients are aware of the other services the firm offers, it all boils down to smart strategies and supporting technology. One without the…

Read More

Articles of Interest: Metaverse

By Leah Yoneda / February 16, 2023

What is the Metaverse? And Should We Care? Have you seen Ready Player One, Tron, Capirca, Altered Carbon, Avatar, Ghost in the Shell or any other sci-fi movies that explore the virtual world? Then you basically understand the key features of the metaverse. Two statements from Linda Tucci of TechTarget…

Read More

Seasoned Marketer: How to Get Phygital in Your Marketing Efforts

By Rachel Pompeani / February 16, 2023

When I first learned the term “phygital” I had to do a double take and go to the most reliable source – Google, to learn its meaning. So, what exactly does it mean and why should marketers be aware of this term? The Marketing Insider Group defines phygital as merging…

Read More

Beginner’s Guide: ChatGPT and Real-World Writing

By Susan Ross Wells / February 15, 2023

Talk to any accounting marketer and they will likely tell you one of their greatest challenges is content creation. By identifying top issues and writing articles to feature on website blogs, social media channels, and in email campaigns we can offer value to our clients, potential clients, and broader audiences.…

Read More

Marketers Are Brand Advocates (And Police)

By Katie Tolin / January 31, 2023

“It takes 20 years to build a reputation and five minutes to ruin it. If you think about that, you’ll do things differently.” ~Warren Buffett Branding has always been instrumental to CPA firms, but it has not always been intentional. A firm’s brand was likely developed by chance over the…

Read More

Welcome to CPA Growth Trends — your source for information, insights, tools and best practices to drive growth within an accounting firm.

Subscribe to our blog

* indicates required

This field is required.

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.