Business Dev/Sales

CPA Firm Marketing|business development for accountants

Move over…marketing needs to be at the M&A table

By Bonnie Boul Ruszczyk / October 25, 2017

by Bonnie Buol Ruszczyk You have to be living under a rock not to notice the ever-increasing appetite for growth via mergers and acquisitions in the accounting profession. What seems to get little focus or conversation is the marketing side of these transactions. Some are handled beautifully, outwardly seamless in…

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business development accountants

Using Analytics to Drive Content

By Anna Murphy / March 8, 2017

Analytics: Content Decisions & Drive Leads Like other firms, a large majority of our marketing energy and dollars are now spent on online, inbound tactics. For some more traditional marketers and business owners, the idea of such a digital world may seem overwhelming and scary. But for those willing to…

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Engagement Pricing - CPA Firm Marketing

Pricing an Engagement

By Marsha Leest / December 28, 2016

The synergy between partners, marketing and BD can be powerful. It is playing out in some unexpected ways as the roles of marketing and business development (BD) continue to evolve, particularly in firms that think in terms of long-range planning. In many of these firms, marketing and BD are included…

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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.