Hinge Marketing’s Karl Feldman, Managing Partner, and Austin McNair, Senior Marketing Manager, presented an AAM High webinar on generative AI and “How Accounting Marketers Can Navigate the Opportunity and Obstacles of ChatGPT.” Below is a summary (written mainly by ChatGPT) of the presentation on how accounting marketers can navigate the…Read More
Artificial intelligence (AI) has the potential to reshape the professional world, including public accounting and accounting marketing. Its transformative power cuts across a wide swath of professional functions, from data analysis to copy generation. Using AI can save time and reduce costs, but as with any new transformative tool, there…Read More
Technology is constantly evolving and accounting firms are changing their MarTech stacks to ensure they are keeping clients and prospects close. Not only do they seek to improve what they are doing, they are looking to gain a competitive advantage that leads to growth. When it comes to technology, the…Read More
Written by Co-Authors: Rachael McGrew, Landmark CPAs & Kayla Juba, BSSF Marketing technology (MarTech) includes a vast range of software and tools that assist in achieving marketing goals and objectives. CRMs, social media scheduling platforms, graphic design/video editing tools, website hosting software and data analytics software are all examples of MarTech.…Read More
As Martech continuously becomes a more relevant (and popular) term for marketers, the content produced on this subject is starting to dominate the internet. We have 4 helpful resources to help your firm navigate into the Martech world. This article provides guidance on selecting a tech stack for accounting firms…Read More
Customer Relationship Management – or CRM – can be a lot to manage no matter the size of your accounting firm. So if you’re among the smaller accounting firms, CRM might seem especially intimidating. But it doesn’t have to be. There are some upsides to CRM for smaller accounting firms,…Read More
Allison Schlegelmilch is focusing on the big picture as she builds her team to meet the growing need for marketing services within her expanding firm. As director of marketing for Pennsylvania-based RKL LLP, she has a team of seven full-time marketing professionals and knows what the top CPA firm marketing…Read More
Accounting and advisory firm marketers need technology to do and tell them more than ever before. While new marketing technology (martech) tools are rolled out every week, it seems, tech-savvy marketers are looking beyond individual tactics to ensure martech solutions integrate with other firm technology to play a bigger role…Read More
By following some best practices for email signatures, accounting firms can maximize marketing efforts with every single email their employees send. In a previous post, we talked about email signature software solutions that can help ensure consistency with minimal effort. Now we’ll discuss what goes in to a great email…Read More
Back in the good old days of in-person team meetings, whiteboards and sticky notes played a significant role in brainstorming and strategy. These visual collaboration components are missing from most virtual meetings, but it doesn’t have to be that way. Online whiteboards and digital sticky notes allow teams to collaborate…Read More
Welcome to CPA Growth Trends — your source for information, insights, tools and best practices to drive growth within an accounting firm.
with Danielle Reynolds, Business Development, Manager with Whitley Penn
A business developer’s day involves a myriad of activities from external meetings with business owners and referral partners to scoping calls for initial client connections.