Business Dev/Sales
Coming back from COVID, it feels like we’ve lost a bit of the magic touch when it comes to managing and tracking ROI at networking and marketing events. Now that we’re returning to in-person events, how can we strategize and track our success as event hosts and sponsors? Fortunately, I…
Social media is no longer just a brand awareness tool—it’s a powerful driver of culture, recruiting, and even lead generation for accounting firms. But with so many platforms and tools available, it’s easy to get overwhelmed or stuck in outdated workflows. In this episode of Amplify, Meg Hoevener, Marketing Manager…
Video is no longer optional for accounting firm marketing. The combination of easier production tools and buyers becoming more comfortable with video content has created an environment where firms that embrace video have a real advantage…and firms that haven’t will need to catch up Video also solves a growing trust problem. When someone sees a text post…
“From Plan to Pipeline: How Business Development & Marketing Teams Build and Execute Growth Together,” features insights from Kristen Lollar, CMO and Danielle Reynolds, BD Manager of Whitley Penn.
In the ever-evolving world of accounting, growth and innovation are paramount. Lori Langholz, Chief BD Officer at BDO, and Evan Tierce, Chief Sales Officer at Baker Tilly share insights are not only enlightening but also actionable for accounting marketers and growth professionals.
From Ideation to Implementation: Starting a CX Program from the Ground Up I recently had the pleasure of facilitating the August AAM High! Webinar on how to start a successful customer experience CX program within an accounting firm. In this discussion, PBMares, LLP Director of Marketing Julia Germeyer and Herbein…
I recently had the pleasure of facilitating the AAM High! Webinar for May on the topic of integrating sales and marketing for accounting firm success. In this discussion, Rehmann Chief Marketing Officer Holly Shier and Director of Sales Nicole Burgeson unpacked how integrating sales and marketing isn’t just a best…
Accounting firms need more than technical expertise to thrive. While business development (BD) professionals focus on relationship-building and client acquisition, marketing teams play a crucial behind-the-scenes role in equipping BD specialists with the tools they need to succeed. This article explores how marketing departments can create and maintain an effective…
Why Look for New Clients When Growth is Already in Your Backyard? Accounting marketers and business development professionals spend significant time and resources chasing new clients. But what if the easiest opportunities for growth were right in front of you? The truth is, most firms are sitting on an untapped…
Ben Sappington, a seasoned business development professional with nearly two decades of experience, is at the helm of growth efforts for the Aerospace & Defense and Transportation & Logistics practices at Moss Adams. Since joining the firm, he’s played a vital role in developing and optimizing nationwide sales strategies, as…
Welcome to CPA Growth Trends — your source for information, insights, tools and best practices to drive growth within an accounting firm.
Beyond the Database: Building a CRM That Fuels Business Development
Nikki Burgeson | UHY-US
In this episode, Chris Camara speaks with Nikki Burgeson about the critical role of CRM systems in business development, particularly within professional services.