Martech
If you’re finding your LinkedIn posts underperforming, or worse, getting buried, you aren’t imagining things. Earlier this year, LinkedIn changed its algorithm, and company pages have seen a drop in organic reach. Most of the changes align with what works best on mobile (hello, vertical video), but it also looks…
Marketing technology is changing the way accounting firms connect with clients and grow their business. But with so many options, it can be tough to know where to start or how to use these tools well. If your firm’s tech stack feels disconnected from your growth strategy, you’re not alone.…
Customer Relationship Management (CRM) systems continue to be a foundational part of how accounting firms foster and grow relationships with clients and prospects. A recent Forrester study found that nearly 75% of business services firms have adopted a CRM (source). For marketers especially, a firm’s CRM represents a treasure trove…
Nikki Burgeson shares her point of view on technology & digital transformation, including automated proposals, a new website, digital marketing, and the firm’s focus on efficiency and innovation.
Artificial Intelligence is rapidly transforming marketing in accounting firms, enhancing efficiency, strategic alignment, and client engagement. In a recent AAM High webinar, four firm marketers shared how they are leveraging AI tools to support firm goals. The Association for Accounting Marketing is at its best when we learn from fellow…
The landscape of lead generation is evolving and that means accounting marketers must shift their focus from merely generating leads to cultivating high-quality prospects that are more likely to convert into loyal clients. By strategically utilizing a robust marketing technology (MarTech) stack, firms can not only streamline their processes but…
It’s no secret that AI has tremendous potential to improve operational efficiency and enhance marketing strategies. In fact, according to Sam Altman, CEO of OpenAI—one of the world’s leading AI companies—the landscape of marketing is about to undergo a radical transformation with as much as 95% of the work currently…
Webinars have become a go-to marketing tool for accounting firms, offering an efficient way to share expertise, engage clients and generate leads. But in today’s crowded virtual space, how do you make your webinar stand out and, more importantly, keep your audience hooked? For accounting marketing professionals, the key lies…
In the accounting industry, digital innovation – and even business innovation – have become a necessity. As we’ve seen with tools like the internet, technological advancements often redefine how we connect with clients, manage relationships, and drive growth. Now, AI is doing the same for accounting firms, transforming the way…
By now, you’re probably growing as fatigued as I am of hearing about Artificial Intelligence (AI), the powerful shortcuts it will unlock, or the less savory side effects it may cause. While much of the focus has been on generative AI, such as ChatGPT, Jasper, and others, these are only…
- « Previous
- 1
- 2
- 3
- 4
- Next »
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.