Business Dev/Sales

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…

Read More
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…

Read More
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…

Read More
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…

Read More
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…

Read More
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…

Read More
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…

Read More
Keep BD Moving|

How to Keep BD Moving During Busy Season

By Christine Nietzke / March 22, 2022

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…

Read More
How To Get More Accounting Clients - Tell a Story: Image of a book with the pages fluttering open|How To Get More Accounting Clients - Tell a Story: Image of a book with the pages fluttering open

How To Get More Accounting Clients: Bringing Clients into the Story

By Laura Metz / March 22, 2022

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.…

Read More
Niche Lead Generation - image of someone drawing a circle on a chalkboard full of squares|Niche Lead Generation - image of someone drawing a circle on a chalkboard full of squares|Ingenuity Marketing Group logo

Two Ways to Generate Niche Leads

By Dawn Wagenaar / February 15, 2022

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 More

Welcome to CPA Growth Trends — your source for information, insights, tools and best practices to drive growth within an accounting firm.

Subscribe to our blog

* indicates required

This field is required.


Featured: Season 1 Episode 1

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.