Business Dev/Sales
When accounting firms think about improving business development, technology is often part of the conversation. New tools promise automation, efficiency, and better data. But according to Mike Jones, founder of Resound Creative and Kindred BD, firms need to be careful not to lose sight of what drives business development in…
Accounting growth starts with CRM. Nikki Burgeson explains how to get busy teams on board and turn that data into stronger Business Development.
If you’re an accounting marketer, there’s some new IRS guidance about using AI in a federal tax practice that you need to know about. I know “IRS AI guidance” sounds like something to forward to the tax department and move on with your day. But buried in the discussion about…
When accounting firms talk about business development, the conversation often jumps straight to tools, automation, and lead generation. But according to business development consultant Neil Barrow, many firms overlook the most important starting point: the fundamentals. In a recent Amplify podcast, Barrow provides practical advice for firms looking to build…
During a recent Amplify podcast discussion, Sarah Dobek, president of Inovautus, shared that the real driver of effective business development isn’t scripts, proposals or tech – it’s curiosity.
I opened my session at AAM Summit 2026 with a question I ask every firm I work with: if most new business comes from people you already know, why does your BD activity look like a hundred scattered efforts with no actual plan? Here’s what I’ve found after years of…
If you still think of press releases as a media relations tool and nothing more, it’s time for a reframe. In the age of AI-powered search, your earned media strategy has quietly become one of your most important visibility levers and most accounting firms aren’t taking advantage of it yet.…
If you’ve ever walked into a high-stakes client meeting running on four hours of sleep and your third coffee, you already know the problem. You might have the skills, the preparation, and the right talking points — but something is off. Your listening is half a beat slow. Your patience…
If you have ever felt like your marketing and business development teams are operating from completely different playbooks, this AAM Virtual Education session offered a practical look at how to bring them into closer alignment. The AAM High Webinar, How We Identify, Attract, and Win Our Best Clients, featured Josh…
Across the accounting profession, the pace of consolidation, private equity investment, and service expansion is accelerating. In response, many firms are rethinking how they organize for growth. The Wall Street Journal recently highlighted this shift, noting that the industry is entering a period defined by mergers, capital infusions, and competitive…
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Beyond the Database: Building a CRM That Fuels Business Development
Nikki Burgeson | UHY-US
In this episode, Chris Camara speaks with Nikki Burgeson about the critical role of CRM systems in business development, particularly within professional services.