Business Dev/Sales

Transforming Your LinkedIn Presence in the Accounting Industry: From Pointless to Powerful

By James Hirchak / September 12, 2023

In today’s fast-paced digital world, a strong online presence is crucial for professionals and businesses. Among the myriad of social platforms available, LinkedIn has emerged as the go-to platform for professionals to connect, share insights, and expand their networks. In a recent webinar by James Hirchak, President of Astute Review…

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Digital Asset Services - Image of a physically represented Bitcoin

Digital Asset Services: A Strategic Growth Opportunity

By Elieen Monesson / August 15, 2023

Digital asset services represent a significant opportunity for accounting and advisory firms to create service lines that address their clients’ needs, from investing to financial planning to integrating digital assets into their business operations. The success of their efforts will depend on the market research they undertake in advance to…

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BD Pyramind of Success

A Marketer’s Road Map to Driving Sales Culture: Key Tips  

By Peter Whalen / June 20, 2023

AAM members who tuned in to the AAM High! Webinar on June 6 were treated to a presentation jam-packed with actionable recommendations from Angel Morgan, Chief Business Development Officer at Cherry Bekaert Advisory LLC. Angel introduced a business development “Pyramid of Success,” a framework for building a business development culture,…

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Customize Your Sales Collateral to Increase Your Win Rate

Customize Your Sales Collateral to Increase Your Win Rate

By Brooke Sorensen / November 3, 2022

Sponsored post by Pitchly Sales collateral is an essential part of the business development process. It helps your team understand what they’re selling and why it’s valuable to customers. It also gives them something more tangible than just words on a page. As a CPA marketer, your team is responsible…

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image of a wooden figure model going up blocks as if they are stairs - building and embracing a growth culture|image of a wooden figure model going up blocks as if they are stairs - building and embracing a growth culture

Building and Embracing a Growth Culture: How Do You Do It?

By Sunny Ricks / October 4, 2022

At a recent AAM! High Webinar, “Building a Growth Culture Where Everyone Contributes?”, Ty Hendrickson, CPA, Consultant and Training Director, discussed the importance of facilitating a growth culture. Building a culture of growth is something that can help firms stay competitive, grow and gain new business. But how do you…

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Adapting BD Strategies|

Acquire, Retain or Expand? Adapting BD Strategies to Market Trends

By Scott Moore / September 16, 2022

Growth. It’s a common term in conversations about firm strategy, but the context can vary widely. It might refer to the growth of firm revenue, growth of a practice team, or the growth of one’s career. As marketers and business developers in accounting firms, growth is most often associated with…

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Google My Business Reviews|

Google My Business Reviews are a Missed Business Development Opportunity

By Sammi Dittloff / June 16, 2022

First impressions are everything. As a business developer, you want to leave a strong first impression with prospects, regardless of how they first find you. While you may be able to control some points of entry – paid advertising, networking events, and hosted webinars, for example – prospective clients may…

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Business Developers in Firm Growth|

Business Developers Positioned for Larger Role in Firm Growth

By Ed Warren / May 24, 2022

Being at the Association for Accounting Marketing (AAM) 2022 Summit was invigorating on many levels. Outside of it being the first in-person conference in over two years, there were a number of key takeaways for those in business development (BD) roles. Here’s a look at some of them. The Business…

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Business Development To Do List|Business Development To Do List

How to Keep Business Development on Everyone’s To-Do List

By Casey Blake / May 5, 2022

Even as firms struggle to find staff and professionals feel overworked or overwhelmed, business development (BD) still must be on the to-do list. As marketers, we understand nonbillable activities are just as important as billable ones. Without new business, our firms won’t have billable work. Without effective recruiting, we won’t…

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Winning web leads|

Winning Web Leads Often Comes Down to Speed

By Brian Swanson / April 19, 2022

Once your firm receives a website inquiry, how long does it take for someone to follow up? If your answer is more than a few hours, it is very possible you are missing out on opportunities! With the spectrum of distractions that can derail the lead process, it is surprising…

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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 2 Episode 1

Strategic Planning for the Future, Observations, and Advice

with Dan Hood, Accounting Today

The Intersection of Marketing and HR for Accounting Firms Strategic Planning for the Future, Observations, and Advice -w- Dan Hood, Accounting Today