Business Dev/Sales
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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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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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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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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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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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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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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It’s busy season in your firm, and a lot of heads are down and deep into the work. Business development executives often feel like their efforts either slow to a crawl or come to a complete stop when the subject matter experts (SMEs) are getting client work done. However, now…
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Breaking Down and Breaking Through: Bringing Clients into the Story Our job as marketers is to tell a story. While there aren’t many accounting stories that begin with “Once upon a time…” that doesn’t make them any less exciting or impactful. That is, until the technical jargon enters the scene.…
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Sponsored post by Ingenuity Marketing Niche Lead Generation Strategies Niche lead generation is a two-way street of active and passive activities at accounting firms. The active part is training team members to suggest additional services to existing niche clients and to be involved in the niche for professional visibility and…
Read MoreWelcome to CPA Growth Trends — your source for information, insights, tools and best practices to drive growth within an accounting firm.
Compensation Changes in Accounting Firms – Intersection of HR & Marketing with Andrea Sardon, PBMares
with Andrea Sardone from PBMares
Join host Mike Jones with Andrea Sardone from PBMares as they discuss the changes in compensation within the intersection of marketing and accounting in accounting firms.