Business Dev/Sales

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
Building a revenue growth engine - image of coins stacked next to a lightbulb with coins in it|Building a revenue growth engine - image of coins stacked next to a lightbulb with coins in it

Building a Revenue Growth Engine

By Sunny Ricks / February 8, 2022

How to build a revenue growth engine and get the right customers for your firm now At a time when positive differentiation of core services is becoming more challenging, competition is increasing, and economic conditions are placing downward pressure on fees, consumers are expecting more. Chris Smith from Empellor CRM…

Read More
Business Development Through the Client Experience Lens - picture of three emojis with checkmarks with the smiley face box checked|Business Development Through the Client Experience Lens - picture of three emojis with checkmarks with the smiley face box checked

Business Development Through the Client Experience Lens

By Christina Camara / February 3, 2022

What strategies and tactics do you apply to business development? In any business process, it’s easy to get mechanical. It’s time to get out of that rut and think about growing your business with client experience (CX)-focused development opportunities. Efforts can fail when we lack authenticity, ignore the emotional reasons…

Read More
Sales tools for CPA Firms|

Sales Tools that are Producing Results for CPA Firms

By Katie Tolin / December 17, 2021

The success of business development executives is directly related to the data they have at their fingertips and how it can be used to reach out to prospective customers. Seems easy to say, but the art of navigating these areas is complex. Actually, it’s getting even harder now with people…

Read More
Sell Outside Your Geographic Territory|

It’s Now Easier to Sell Outside Your Geographic Territory

By Alice Sloan / October 19, 2021

The world really has no boundaries. That was one of the many lessons COVID-19 has taught us. As a result of the worldwide pandemic, businesses were forced to reassess how they are serving their current client base. And for international businesses, determining how to achieve growth and expand overseas has…

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 5 Episode 1

The Digital Lead Gen Process For Accounting Firms

with David Toth of Winding River Consulting

Explore expert strategies for digital marketing success with the latest insights on SEO, content strategy, lead generation and more.