M&A
Growth is the goal of nearly every professional services firm — and in the accounting industry, that growth often comes through mergers and acquisitions. As firms expand, diversify, and increase their market presence, the role of the marketing team becomes not only more essential but also more complex. What begins…
If you’re a marketer in an accounting firm, your job is to make money for the shareholders. That’s the game. But how do firms actually make money? How do partners get paid? And why does understanding all of this matter for you? If you’ve ever pitched a great idea only…
It is no secret a transformation is underway in the accounting world. Private Equity (PE), mergers and acquisitions (M&A), and alternative practice structures are at the forefront of many strategic firm discussions and future planning. These new industry dynamics are reshaping the CPA firms of the future, and this, in…
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.