Business Dev/Sales

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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Business Development: Leveraging Referral Tracking to Elevate Your Client Experience

By AAM / March 21, 2024

By: Kristin Kitchens, Windham Brannon In the competitive landscape of professional service firms, satisfied clients are not only valuable assets but also potential advocates who can contribute significantly to growth. When strategically implemented and tracked, referral programs play a pivotal role in enhancing the client experience. By incorporating a robust…

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Amplify | Navigating the Role of a Business Development Executive in Accounting

By Katie Tolin / March 21, 2024

A Business Development Executive’s Success Stems from Collaboration Business development executives (BDEs) play a crucial role in accounting firms. The BDE role can vary based on the firm’s size, scope and specialization. However, their primary focus remains consistent: generating activity in the market, identifying opportunities, nurturing leads and contributing to…

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Amplify | Exploring the Business Developer Role in Accounting and Law Firms

By Katie Tolin / March 19, 2024

Exploring the Business Developer Role in Accounting and Law Firms The role of a business developer is ever-changing. It requires effectiveness and intentionality in managing time. From juggling client meetings, industry trend research and team management, business development isn’t confined to a 9-to-5 schedule; successful developers are always authentically engaged…

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Amplify | Managing a Business Development Professional

By Katie Tolin / March 15, 2024

When it comes to managing a business developer or a team of business development executives, it’s all about team selling, setting clear expectations and effective pipeline management. Everything starts with strong hiring criteria and then using the right motivational strategies to get the most from your professional sales team. In…

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Episode 1: What a Business Development Executive Does

Amplify | The Dynamic Role of Business Development in Firm Growth

By Katie Tolin / March 12, 2024

Meeting new people, building external relationships and identifying opportunities for the firm are key responsibilities of a business development professional. These people play a crucial role in shaping the trajectory of their firms. No two paths to a business development role in a CPA firm are the same, and Danielle…

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Amplify | Unveiling the Art of Compensating Business Developers

By Katie Tolin / February 21, 2024

There are two broad types of business developers – hunters and farmers. Hunters are proactive individuals seeking new opportunities, while farmers focus on nurturing existing relationships and uncovering opportunities within the current client base. Who a firm ultimately hires depends on the firm’s specific goals and growth strategy. However, compensating…

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Business Development: Empowering Business Developers with Marketing Fuel

By AAM / January 23, 2024

Author: David Toth, Winding River Consulting In today’s dynamic business landscape, sales and marketing are no longer siloed departments operating independently. Instead, they are two sides of the same coin, working in tandem to drive revenue growth and achieve business objectives. This is especially true in accounting firms, where complex…

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Episode 5: Building a BD Culture That Drives Growth

Amplify | A Business Development Culture Fosters Growth and Engagement

By Katie Tolin / January 23, 2024

When it comes to business development, establishing a strong culture is often the first step toward success. But what exactly does a business development culture within a CPA firm mean, and where should you begin? Contrary to popular belief, it’s not just about sales. During a recent Amplify! podcast episode…

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Virtual business cards - one hand holding a purple card and another hand holding a mobile phone

Virtual Business Cards: Should Your Accounting Firm Climb Aboard?

By Sammi Dittloff / December 12, 2023

As accounting firms continue to bring a previously paper-heavy world into the digital space, a logical next step would be to consider adding virtual business cards into the mix. Of course, any time you usher in new tech, you can also add more complexity. Is more technology necessarily better? Should…

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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.