Marketing
Client Experience has become a trending topic in the accounting industry. After reviewing data, talking to partners and listening to clients our firm decided to dedicate time and resources into establishing a role that would prioritize growth. This by far was our favorite thing of 2024 and what we look…
I rely on three powerful (and free!) AI tools every day: ChatGPT, Perplexity and Copilot Chat. But what makes each one unique? Check out this infographic to learn more about the strengths, ideal use cases and potential drawbacks of each.
Among all the details involved with hosting or attending a business or trade conference, the lines between planning, coordination and marketing can get blurred. To alleviate the details associated with in-person event lead capture and lead nurturing, you can automate it. Well, you can automate most of it. Within your…
Hosting client educational events is a crucial aspect of a marketer’s role at an accounting firm. Educational events not only serve as valuable opportunities to build relationships and showcase the firm’s expertise, but they also help clients stay informed about the latest industry trends, regulations and best practices. One unique…
Event planning has become a key element of successful marketing strategies, allowing firms to forge meaningful connections with their audiences through impactful and memorable experiences. Whether you are hosting an intimate networking event or a large-scale conference, the right resources can turn a challenging planning process into a smooth and…
Accounting firms rely on industry conferences and networking events as an integral part of the marketing mix. These events are important opportunities for the firm’s professionals to grow their network, develop referrals, learn about the latest industry trends and relate the firm’s brand to its unique service offerings. But not…
Authors: Neil Barrow, RevOps Advisors & Bob Silvy, Level Four Business Consulting Firms spend five to six figures a year for their professionals to go to conferences and events. High dollar professionals spend hours traveling and attending these events. Meanwhile, the amount of preparation and follow up leaves everyone asking…
With the rise of AI-driven search platforms, Google’s shift away from third-party cookies, and a flood of new digital tools, traditional marketing metrics are in flux. I recently sat down with Yeo & Yeo’s Digital Marketing Coordinator, James Kuch, to explore some of these trends and gain insight into how…
GenAI is rapidly changing the way marketers approach many elements of their job. Now it is impacting search. From Google’s AI search results to ChatGPT’s recent deployment of search, users are already interacting with search engines in new ways. As marketers it’s our job to understand what that means for…
Selecting the right metrics is essential for marketing professionals to track progress and showcase the impact of their efforts. In the accounting industry, this involves balancing core marketing principles with the unique demands of a service-driven field. To measure success effectively, marketers must prioritize metrics that offer actionable insights into…
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.