Martech
Accounting growth starts with CRM. Nikki Burgeson explains how to get busy teams on board and turn that data into stronger Business Development.
When accounting firms talk about growth, relationships are almost always at the center of the conversation. But as firms expand services, adopt new technologies, and compete in more complex marketplaces, managing those relationships is becoming more challenging. In a new episode of the Amplify podcast, Adam Klein, head of industry…
If you’re an accounting marketer, there’s some new IRS guidance about using AI in a federal tax practice that you need to know about. I know “IRS AI guidance” sounds like something to forward to the tax department and move on with your day. But buried in the discussion about…
Accounting firms are waking up to the reality that artificial intelligence is no longer a future-forward trend. It’s a right-now imperative. But while much of the conversation around AI focuses on automation, productivity and disruption, there’s a quieter story playing out in firm marketing departments: the rise of the marketer…
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 But with so many platforms and tools available, it’s easy to get overwhelmed or stuck in outdated workflows.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…
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,…
Among AI tools available to accounting marketers, custom GPTs remain among the most resourceful and accessible. They provide users with AI-generated content and business insights based on a user’s needs and customized to the user’s firm without limits imposed by templates or, as with Microsoft Copilot, the documents and business…
A common discussion within accounting firms centers around the integration of front end tech stacks like CRM and marketing automation and back-end systems like time and billing. Firms of all sizes have integrated and are seeing significant benefits to operational efficiency and growth initiatives. There were once significant operational challenges…
Instagram in 2025: What Accounting Marketers Need to Know Instagram is undergoing rapid changes in 2025, and these updates are significant for accounting firms seeking to remain relevant with clients and prospects. From new image sizes to algorithm tweaks, the platform is making content more visual, shareable, and transparent. Priority…
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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.