Marketing
For small accounting firms, proving value isn’t just about the services you provide — it’s about how you position yourself, build relationships and showcase your expertise. In an AAMplify! podcast season dedicated to proving your worth, I spoke with Kelly Schuknecht, Chief Elevation Officer at Two Mile High Marketing, about…
Having sales and marketing aligned is critical in getting deals closed! I believe both can work together to develop a clear and laser-focused approach to landing the client. We always leverage our marketing talent at Withum to work with our leaders, create content, design and launch campaigns. We then leverage…
Professionals in non-billable roles in accounting firms often find themselves navigating uncharted territory. Whether leading HR, operations or marketing functions, these professionals frequently need to advocate for their value in an environment where billable hours reign supreme. In a recent Amplify! podcast season focused on proving your worth, I spoke…
In accounting, building personal brand authority and overcoming industry barriers is no small feat. Gilbert (Gil) Vasquez, managing partner and founder of Vasquez + Company has done just that, establishing one of the largest minority-owned CPA firms in the U.S. The most recent season of AAM’s Amplify! podcast is all…
The phrase “What gets measured, gets done” has long been a guiding principle in business management. It underscores the power of tracking performance to drive meaningful action. I’ve seen time and again that firms with clear, measurable goals achieve better results than those that rely on instinct or informal strategies.…
Marketing for an accounting firm often means juggling a mountain of data. From website analytics and CRM databases to survey responses, the sheer volume of information can feel overwhelming. But here’s the good news— data can easily become actionable insights with the help of AI. AI isn’t just a flashy…
11 Top Marketing Analytics Tools in 2025 When choosing a marketing analytics tool, businesses should consider their specific needs, budget, and the scale of their operations. Marketers should focus on features that align with their goals, such as SEO tools, user behavior tracking, or data visualization, to make the right…
Authors: Nikki Burgeson, Director of Sales and BD, Rehmann & Neil Barrow, Founder, EnabledBD Introduction As marketing and business development (BD) pros, we know that data plays a pivotal role in driving effective BD strategies for professional services firms. Moving beyond anecdotal evidence and relying on concrete information allows firms…
Artificial Intelligence is rapidly transforming marketing in accounting firms, enhancing efficiency, strategic alignment, and client engagement. In a recent AAM High webinar, four firm marketers shared how they are leveraging AI tools to support firm goals. The Association for Accounting Marketing is at its best when we learn from fellow…
Growth-oriented accounting firms are discarding the silo-method of selling and increasingly looking at the client as a whole to grow revenue. One effective strategy that can significantly increase a firm’s revenue while adding value to clients’ financial experiences is cross-selling. But how can accounting firms harness this strategy effectively? Furthermore,…
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.