CPA Growth Trends

Strategies, Tools and Knowledge to Grow CPA Firms

Business Development: Managing and Engaging Business Developers

By Nikki Burgeson / April 24, 2024

Your approach to managing a business development (BD) team can make or break your firm’s growth trajectory. Effective leadership from the top can boost BD engagement and motivate your associates. The setup Get the right team in place. As accounting firms, we often think we must hire accountants to do…

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Hot Topic: 12 Employee Resource Group (ERG) Ideas for Your Firm

By Kayla Juba / April 24, 2024

Employee Resource Groups (ERGs) are voluntary groups of employees who share common characteristics or life experiences. Their primary objective is to cultivate a more diverse and inclusive workplace environment, offering support, advancing career paths and nurturing personal growth among members. ERGs serve as catalysts for promoting diversity, nurturing talent, fostering…

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Beginner’s Guide: Employee Retention: How to Keep the Talent You Have

By Rachael McGrew / April 24, 2024

In case you haven’t noticed, there’s a war for talent going on out there. Accountants are in high demand. I probably hear once a week: “We don’t need more clients. We need more people to do the work.” The number of students choosing accounting as a career is declining, and…

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Articles of Interest: Internal Communications & Employee Engagement

By Tanya Doescher / April 24, 2024

Effective communication plays a crucial role in shaping the level of engagement within an organization. The following articles delve into the complex relationship between internal communications and employee engagement. They offer insights, best practices and strategies for organizations to enhance engagement levels through effective communication. Innovative Strategies for Enhancing Internal…

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Seasoned Marketer: The Positive Impact of Employee Resource Groups

By Erica Reagle / April 24, 2024

With the war for talent remaining strong in the accounting field, it’s important to retain and engage your current team members while attracting new talent. Your firm’s values and culture can play a significant role in recruitment and retention. One way to achieve both goals is by creating employee resource…

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Building a MarTech Stack That Works for You: 5 Ways to Ensure Your MarTech is Meeting Your Needs

By Joy Abbott / April 23, 2024

In a recent AAM! High Webinar, “Five Ways to Build a MarTech Stack That Actually Works for You,” Warren Averett’s Joy Abbott, Marketing Technology Manager, and Sunny Ricks, Director of Marketing Communications, covered how to choose the right marketing technology tools, integrate them effectively and scale your MarTech strategy to…

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Maximizing CRM Impact: Real-World Examples for Firm Growth

By Alison Simons / April 10, 2024

On March 13th, AAM hosted an AAM High! webinar on Maximizing CRM Impact: Real-World Examples for Firm Growth. Three veteran accounting marketing leaders shared how they’re using their CRM systems to help achieve their firms’ goals. Redpath and Company recently launched a new outsourced CFO/Controller service. This puts the firm…

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Unlocking AI

Embracing AI: Content Creation Strategies for Accounting Marketers

By Jill Jacobs / April 2, 2024

The constant launch of new AI tools and techniques can be overwhelming. Many accounting marketers have found that using AI to assist with content production is a practical way to get started. A recent AAM High! Webinar—From Hype to Practical Application: AI for Accounting Marketers offered actionable techniques for using AI…

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Amplify | The Symbiotic Relationship Between Business Development and Marketing

By Katie Tolin / March 26, 2024

Successful accounting firms understand the importance of a well-coordinated effort between business development (BD) and marketing teams. These two essential functions must work hand in hand to drive firm success. During a recent Amplify! podcast episode with Chris Perrino, principal of business development at Barnes Dennig, Chris shared what effective…

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Hot Topic/Infographic: Ways to Show Appreciation for Clients

By Lauren Preston / March 21, 2024

Showing appreciation to clients goes beyond delivering exceptional service; it fosters loyalty, strengthens partnerships, and sets your firm apart. A great way to stay top of mind and strengthen your relationship is through gifts. Here are five tips to keep in mind when selecting gifts for your clients:

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

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Featured: Season 5 Episode 1

The Digital Lead Gen Process For Accounting Firms

with David Toth of Winding River Consulting

Explore expert strategies for digital marketing success with the latest insights on SEO, content strategy, lead generation and more.