Communications
Bringing in new business. It’s a huge, and often mystical, part of an accounting marketer’s job. When you’ve been tasked with creating (and managing) a good prospect list, it can be challenging to know where to start and who to add. One of the most important things about having a…
Read More
The client onboarding process is crucial in the accounting services industry. What differentiates your firm from the competition should be the level of service provided to the client. So, what exactly is client onboarding? Client onboarding is the process of bringing in a new client, welcoming them to your firm,…
Read More
The challenges of developing and executing marketing plans are many and wide-ranging. For marketing managers who work at smaller firms—usually as a one-person department—the effort is a constant battle of choosing what is achievable versus what is best for the firm. Marketing managers at smaller firms are often given little…
Read More
First of all, take a breath and realize that we are all in this together! There are many tips and tricks that you can follow to help strengthen your client relationships, and many you may already be doing. It is important to remember that during this pandemic, companies who lead…
Read More
This past year has certainly been a challenge. While marketers and business developers are always focused on managing client expectations, it is particularly important during the pandemic. Here is how some of your fellow AAM members stepped up to the plate during this incredibly busy time. Building Client Relationships After…
Read More
We are now almost a year in to a worldwide pandemic that has shut us down, killed almost two million people worldwide, and changed the way business works. The last year has wreaked havoc on everything we, as marketers, had planned: events, budgets, strategies, and many other things. And it…
Read More
When COVID-19 became a pandemic, the way we communicate changed overnight. We had to alter the majority of our interactions with other people, which as a result increased our online methods of communication. Because of this, we had to be willing to adapt to this new normal, which meant being…
Read More
What went wrong? Anyone in sales has experienced this at least once. The proposal presentation to a prospective client went flawlessly, there were many nods of understanding, and the prospective client said they would make their decision in a couple of days. Then the news arrives later that week: they…
Read More
The COVID-19 pandemic has pushed fast-forward on the speed and frequency in which we digitally communicate. In this new virtual workplace, our daily routine is saturated with communication: emails, Zoom meetings, instant messages, phone calls, remote conferences, and digital happy hours. While the benefits of fast and easy communication are abundant,…
Read More
At the 2020 Emerge conference, Christian Moises presented on “Creating an Adaptable Crisis Communication Process.” Below in a summary of his presentation. The recordings for the 2020 Emerge Virtual Conference are now available for purchase in the AAM Store. Click here to purchase and access this valuable training to grow…
Read MoreWelcome to CPA Growth Trends — your source for information, insights, tools and best practices to drive growth within an accounting firm.
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.