Marketing
Artificial intelligence is reshaping business practices. These five articles explore responsible AI development, implementation strategies and practical tips for leveraging AI effectively in your firm. Google outlines its principles and practices for responsible AI development, emphasizing fairness, transparency, privacy and accountability. https://ai.google/responsibility/responsible-ai-practices/ This article provides practical examples of responsible AI…
Artificial intelligence, as it stands today, is not a complete solution. It’s a great starting point. When people refer to AI, that usually means a large language model (LLM), like ChatGPT. This type of AI can generate and refer to text, quickly linking relevant text together. Most people are looking…
When did the digital transformation of marketing communications start? A good guess would be 1999 when the power of Web 2.0 encouraged users to provide and share data. This means it has been a quarter century from the earliest days of developing client-directed content to today’s comprehensive array of automation…
With new marketing solutions and artificial intelligence bombarding us at every turn, personalization in email marketing has emerged as must-have. It’s not just a fleeting trend but a value-adding strategy that enhances communication and engagement with clients. Leveraging personalization correctly can lead to increased open rates and stronger customer relationships.…
By: Neil Barrow, RevOps Advisors Of all the things that your business development professional should be doing, one of the most critical components to winning new business is adding them to your client journey. If you have a strong relationship with and understanding of the value a BD professional can…
Between juggling tight deadlines, delivering incredible customer service and managing the day-to-day, effective team collaboration is not just a benefit for the accounting industry – it’s a necessity. In this Beginner’s Guide article we will explore what the DISC assessment is, and more importantly, how the DISC assessment can improve…
By: Dawn Wagenaar & Christine Nelson, Ingenuity Marketing Group, LLC There are highly talented marketing and business development professionals in the accounting marketing industry. And firms want to keep them. This is just one takeaway from the 2024 AAM Biennial Compensation Survey conducted earlier this year. We were pleased to…
In the dynamic world of accounting, the intersection of marketing and firm management plays a pivotal role in shaping the future of a firm. One of the keynotes at this year’s AAM Summit was “Collaboration in Action: Marketing and Firm Management,” presented by AAM Board President and Chief Operating Officer…
When it comes to working with accounting firm partners, effective communication is key to synchronizing efforts and ensuring that all parties see and contribute to your shared vision and goals. Here are five articles of interest on communicating effectively with your partners. “The Art of Effective Communication in Strategic Partnerships:…
Generating digital leads is just the beginning for accounting firms. The real challenge lies in effectively qualifying and managing those leads to convert them into loyal clients. From initial contact to final decision, every step needs to be meticulously planned and executed to maximize conversion rates and drive business growth.…
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.