Business Dev/Sales

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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Business Development: Vetting Leads Like a Pro: Protecting Your Firm’s Resources

By AAM / November 17, 2023

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…

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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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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 4 Episode 1

What a Business Development Executive Does

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.