CPA Growth Trends
Strategies, Tools and Knowledge to Grow CPA Firms
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…Read More
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…Read More
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…Read More
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…Read More
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…Read More
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.Read More
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…Read More
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…Read More
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,…Read More
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…Read More
Welcome to CPA Growth Trends — your source for information, insights, tools and best practices to drive growth within an accounting firm.
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.