Illustration of business people shaking hands agreeing to retain employees and clients as a part of their M&A|Illustration of business people shaking hands agreeing to retain employees and clients as a part of their M&A

Retain Employees and Clients During Transitions

By Becca Sensiba / August 13, 2020

While generally positive for businesses owners, mergers and acquisitions often result in mixed emotions among the firm’s employees and clients. Here are recommendations for how to retain employees and clients during a transition. Employees may question their job security and feel uneasy knowing their benefits may change. Similarly, clients may…

Read More
Running a successful roundtable||

The Art of Running a Successful Roundtable

By Rachael McGrew / July 17, 2020

Roundtables date back as early as 1155 when legendary King Arthur hosted many prominent warriors and distinguished men, who later became the Knights of the Roundtable, tasked with caring for the disenfranchised. Whether King Arthur existed or not is debatable, but the idea of a roundtable has been passed down…

Read More
Light bulb that represents building trust and confidence|

How to Build Trust & Confidence with Your Firm’s Partners

By Chris O'Day / May 20, 2020

People do business with those they like, know, and trust. CPA firm partners are no different. You can be following the yellow brick road to a marketing project success at your firm – with everything going right – only for a partner to poke their head out at the Emerald…

Read More
Question mark on sticky note displaying asking for work|

Don’t be Afraid to Ask for the Work

By Ashleigh Miller / May 20, 2020

Accountants and the breadth of accounting services that firms provide are critically vital to your clients. Many of you are an integral part of your client’s businesses, especially in today’s environment where nearly everyone is struggling due to coronavirus. It’s why you are probably referred to as a trusted advisor.…

Read More
women shaking hands holding partners accountable

Harness the POWER of Holding Your Partners Accountable

By Lisa Tierney, CLSC / April 28, 2020

Lisa Tierney, an executive life coach to the accounting profession and President of TIERNEY Coaching & Consulting, Inc. shares her insights into how to ask “power questions” and make “power statements” that shift the focus from the problem toward a solution, resolve conflict in the process and engage everyone in…

Read More
office table where a marketer helps develop strategies for marketer survival

The Marketer’s Survival — Your Strategy for Going Forward

By Jennifer Cantero / April 8, 2020

We have all been in crisis mode over the last few weeks. Dealing with working remotely, having kids underfoot, going crazy with the COVID announcements, tax extension announcements, relief-package-this, and CARES-Act-that. We’ve been cranking out communications both internally and externally as fast as our faded manicured fingers can type. The…

Read More
speech bubbles representing external communication

Getting the Message Out: A Marketers Role in External Communications

By Emily Taibl / April 8, 2020

In the midst of the COVID-19 pandemic, news is changing faster than we can move from one set of “work at home” pajamas to the next. As marketers, many of us are tasked with coming up with a strategy to keep our clients informed, and positioning our firms as resources…

Read More
tin can phone to keep employees informed and engaged

Staying Engaged! The Accounting Marketer’s Role in Internal Communications During the COVID-19 Outbreak

By Emily Taibl / April 8, 2020

For many marketers, we are not only tasked with communicating to our clients and our community, but we are also leading the charge in keeping our employees informed and engaged during this time of working remotely. From virtual happy hours to fun videos, here is what some of our fellow…

Read More
hand holding various accounting firm communications|hand holding various accounting firm communications

Communicating Accurately, Frequently and Compassionately

By Bonnie Boul Ruszczyk / March 23, 2020

As I write this from my own quarantine, I can confidently say we are in uncharted waters. In a profession that is pretty predictable, suddenly we are all trying to figure out how to work remotely, what it means to be flexible and just what communication needs to be provided…

Read More
AAM & AICPA Partnership

Five Ways Accounting Marketers Can Support Their Firm’s M&A Strategy

By Dawn Wagenaar / May 17, 2019

Mergers and acquisitions are an imperative part of most firm’s growth strategies. In fact, when attendees on our recent AAM High! Webinar were asked if M&A is part of their firm’s growth strategy, all but two respondents said yes. What is the accounting marketer’s role in M&A? Here are five…

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.