CPA Growth Trends

Strategies, Tools and Knowledge to Grow CPA Firms

PR for Accounting - PR letters made out of metal lit and shadowed

PR for Accounting: Reasons and Methods to Work With a PR Professional

By Dawn Wagenaar / November 30, 2023

Have you considered what PR for accounting can look like at your firm? Over more than 17 years of supporting professional service firms with communications, my agency has experienced many client situations that required delicate public relations. These situations can include: Angry clients Challenging M&A negotiations Negative search results Illness…

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Articles of Interest: Internal Communications

By Kayla Juba / November 17, 2023

Our November Articles of Interest includes helpful links outlining the different types of internal messaging; tactics and tools you should be using; top internal communications trends from the past year; award-winning intranet design highlights and tips for writing your employee newsletter “like you give a damn.” 10 Types of Internal…

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Seasoned Marketer: Internal Communications’ Impact on Employee Engagement

By Alison Simons / November 17, 2023

As a marketer, you likely spend much of your time focused on external communications. Sending firm emails and newsletters, keeping your website up-to-date, and posting regularly to social media are all part of a robust marketing plan. But are you as focused on your internal communications plan? Thoughtfully and effectively…

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Beginner’s Guide to an Intranet

By Olivia Collins / November 17, 2023

Intranets are a great way for leadership and employees to have a channel other than email to communicate. Emails can become lost or overlooked. An intranet provides a centralized source for company information, tools and resources, with the added benefit of decluttering your inbox. The setup process involves a systematic…

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Business Development: Vetting Leads Like a Pro: Protecting Your Firm’s Resources

By AAM / November 17, 2023

Picture it: a beautifully designed website with a thoughtful, easy-to-navigate layout. The carefully crafted content is high quality and relevant to its intended audience. The keyword placement is laser-focused to attract organic traffic comprised of the ideal client. The website is doing its job – bringing in quality leads. But…

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Hot Topic: What to Include in an Internal Newsletter

By Taylor Bartosiewicz / November 17, 2023

Internal newsletters can be great tools to not only keep people informed but to build culture. These newsletters typically include updates on company news, achievements, and important announcements, to name a few. Discover key elements to include when crafting compelling internal newsletters. Check out this infographic.

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Business Development: Selling as an Act of Service: Using CX Principles to Drive BD

By AAM / October 30, 2023

Author: Alyson Fieldman, RockIt Results Generating new business and expanding existing client accounts can often be stressful. In most firms, only a small subset of partners are typically interested in selling. Many partners find that selling is too highly competitive, only done on a golf course or just too overwhelming…

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Articles of Interest: Client Experience

By Olivia Collins / October 30, 2023

Are you launching a client experience program at your firm or looking to learn more about the client experience hype everyone is talking about? Look at these trending articles focused on client experience to learn more! The Client Experience: A Strategic Approach From Engagement To Retention This article focuses on the client…

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Seasoned Marketer: 5 Do’s and Dont’s for Exceptional Client Experience

By Rachel Pompeani / October 30, 2023

Client experience is at the heart of any successful business. How your clients perceive your brand, products and services directly impacts their satisfaction and loyalty. To ensure you’re delivering an exceptional client experience, consider these five dos and don’ts. DO’S Listen Actively: Do: Pay close attention to your clients’ feedback,…

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Beginner’s Guide: Client Experience: What is it and Where to Begin?

By Lauren Preston / October 30, 2023

Understanding Client Experience Client experience can be defined as the sum of all interactions and engagements a client has with your brand. It encompasses both tangible and intangible elements, including the quality of products or services, customer support, user interface, brand messaging and more. It is crucial to remember that…

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Featured: Season 4 Episode 1

What a Business Development Executive Does

with Danielle Reynolds, Business Development, Manager with Whitley Penn

A business developer’s day involves a myriad of activities from external meetings with business owners and referral partners to scoping calls for initial client connections.