Marketing
How do we know business development efforts are working? This seems to be the question on the minds of leaders at most firms right now. With the increased investment in hiring business development professionals to build upon marketing efforts, it’s essential to understand the different key performance indicators (KPIs) for…
Developing Key Performance Indicators (KPIs) is an essential part of measuring marketing success and aligning your efforts with business objectives. KPIs are critical in helping marketers and business leaders track progress, improve results, and achieve their organization’s goals. But with access to so much data at our fingertips, getting lost…
The accounting industry has been facing significant challenges in recruiting new talent, despite the growing demand for accounting professionals. According to the American Institute of Certified Public Accountants, fewer people are graduating with accounting degrees than in years past. The situation has been further compounded by the COVID-19 pandemic, which…
The business cycle has swung again toward firms’ top goals including recruiting and retention. So, as marketers always do, we pivot! It’s like you’re applying your broad skill to produce recruiting materials, show up on social media and maybe even participate in recruiting events. However, if you haven’t yet deployed…
Recruiting a Business Development Executive (BDE) into your firm has two parts: recruiting the right BDE for your firm culture and leadership and retaining that BDE to hold their engagement within your firm. A BDE is typically an experienced business development professional who has an outward-facing role in the firm,…
Women comprise about half of all staff in CPA firms. Yet, less than one-quarter of partners in firms are women. Why? It often comes down to business development. They progress to the level where they need to develop business and stop for a multitude of reasons. In today’s competitive staffing…
Nearly 400 accounting marketers, business developers and growth professionals attended this year’s AAM Summit in Salt Lake City. It was 2.5 days of learning, networking and making new friends because, really, accounting marketers tend to make fast friends! Here are some of the attendees’ best takeaways. Erica Reagle, Marketing Communications…
Today’s CPA marketing roles are expanding beyond traditional responsibilities with a shared focus on growth and revenue. We asked three accounting marketing professionals and members of AAM how they see their roles changing over the next few years and how they have advocated for their positions. 1. How has…
Revolutionize your Strategic Planning for Sustainable Accounting Firm Growth with Season 2 of the Amplify Accounting Podcast – Powered by AAM Welcome to Season 2 of the Amplify Accounting Podcast This season on Amplify – the accounting podcast for firm growth, powered by AAM – you have access to a…
In today’s evolving business climate, it is imperative to understand the foundation on which your firm stands and to know where it is headed. Strategic planning is the foundation for growth and sustainability, and is an essential component of any accounting firm. Without a plan, the firm will likely struggle…
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.