Marketing
Coming back from COVID, it feels like we’ve lost a bit of the magic touch when it comes to managing and tracking ROI at networking and marketing events. Now that we’re returning to in-person events, how can we strategize and track our success as event hosts and sponsors? Fortunately, I…
Social media is no longer just a brand awareness tool—it’s a powerful driver of culture, recruiting, and even lead generation for accounting firms. But with so many platforms and tools available, it’s easy to get overwhelmed or stuck in outdated workflows. In this episode of Amplify, Meg Hoevener, Marketing Manager…
Video is no longer optional for accounting firm marketing. The combination of easier production tools and buyers becoming more comfortable with video content has created an environment where firms that embrace video have a real advantage…and firms that haven’t will need to catch up Video also solves a growing trust problem. When someone sees a text post…
“From Plan to Pipeline: How Business Development & Marketing Teams Build and Execute Growth Together,” features insights from Kristen Lollar, CMO and Danielle Reynolds, BD Manager of Whitley Penn.
Skill-up in 2026 with these Online Marketing Certifications to Consider New year, new goals! Don’t forget about those professional resolutions… Need help deciding what courses to take this year? We’ve got you covered. We’re breaking down some of the top courses we could curate to help you on your path…
For many marketers, business development can be difficult to grasp because it has its own language, processes and measures of success – and understanding it requires becoming a student of the discipline. As firms face increased pressure to demonstrate growth and ROI, the ability for marketing and business development to…
For Alex Miller, advocating for herself at work has been key to her success, both personally and for her firm. She began her career at Maryland-based Lanigan Ryan as a marketing specialist in a one-person department. “I learned as much as I could—about our people and what they do, our…
It’s no secret that consistently posting organic content leads to more engagement on social media. Getting accountants, advisors and other employees at accounting firms to voluntarily post that content is a little trickier. At our annual meeting, Lumsden McCormick’s Marketing Department would remind the firm of the importance of visibility…
Marketing departments in accounting firms play a critical role in supporting growth, strengthening brand reputation and enabling business development efforts. As firms become more sophisticated in their marketing approaches, having clearly defined roles – and a transparent path for career progression – becomes essential for both talent development and departmental…
Webinars have become a cornerstone of modern accounting firm marketing. But as attendance grows and expectations rise, many firms are discovering that their old platforms can’t keep up. If your webinar process feels clunky, time-consuming, or disconnected from your growth goals, you’re not alone. In this episode of Amplify, Meg Hoevener,…
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.