Marketing
Historically, marketers within the accounting industry have not had to spend much time and resources getting involved with the client relationship. And why would they? Accounting professionals have long been successful with the traditional, relationship-based approach to client acquisition. Personal connections and the transactional nature of most engagements rendered an…
Your approach to managing a business development (BD) team can make or break your firm’s growth trajectory. Effective leadership from the top can boost BD engagement and motivate your associates. The setup Get the right team in place. As accounting firms, we often think we must hire accountants to do…
Employee Resource Groups (ERGs) are voluntary groups of employees who share common characteristics or life experiences. Their primary objective is to cultivate a more diverse and inclusive workplace environment, offering support, advancing career paths and nurturing personal growth among members. ERGs serve as catalysts for promoting diversity, nurturing talent, fostering…
In case you haven’t noticed, there’s a war for talent going on out there. Accountants are in high demand. I probably hear once a week: “We don’t need more clients. We need more people to do the work.” The number of students choosing accounting as a career is declining, and…
Effective communication plays a crucial role in shaping the level of engagement within an organization. The following articles delve into the complex relationship between internal communications and employee engagement. They offer insights, best practices and strategies for organizations to enhance engagement levels through effective communication. Innovative Strategies for Enhancing Internal…
With the war for talent remaining strong in the accounting field, it’s important to retain and engage your current team members while attracting new talent. Your firm’s values and culture can play a significant role in recruitment and retention. One way to achieve both goals is by creating employee resource…
The constant launch of new AI tools and techniques can be overwhelming. Many accounting marketers have found that using AI to assist with content production is a practical way to get started. A recent AAM High! Webinar—From Hype to Practical Application: AI for Accounting Marketers offered actionable techniques for using AI…
Showing appreciation to clients goes beyond delivering exceptional service; it fosters loyalty, strengthens partnerships, and sets your firm apart. A great way to stay top of mind and strengthen your relationship is through gifts. Here are five tips to keep in mind when selecting gifts for your clients:
By: Kristin Kitchens, Windham Brannon In the competitive landscape of professional service firms, satisfied clients are not only valuable assets but also potential advocates who can contribute significantly to growth. When strategically implemented and tracked, referral programs play a pivotal role in enhancing the client experience. By incorporating a robust…
Client experience has become a popular buzzword in our industry over the past few years. But what does it really mean? And how do you do it? These eight books can help you get started. Some offer real life case studies and some offer frameworks to implement, but all of…
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.