CPA Growth Trends
Strategies, Tools and Knowledge to Grow CPA Firms
Lead generation is only the beginning. For accounting and consulting firm marketers, the real challenge lies in qualifying those leads and nurturing them through the lifecycle—from initial awareness to signed engagement.
Rebranding an accounting firm is no small feat. It’s a process that requires careful thought, significant investment and a clear vision of where the firm is headed. But beyond the new logo, updated website or refreshed tagline, there’s a deeper question: How does rebranding impact your business development efforts—and your…
In early 2025, the Association for Accounting Marketing (AAM) embarked on a bold rebranding journey in partnership with GRAPHEK, a strategic design agency with deep expertise in working with associations. The initiative, driven by a commitment to modernizing AAM’s identity, aligning with its evolving visions and better reflect its growing…
Marketing and branding consultants help organizations undergoing a rebrand to develop a strategic, visually cohesive identity that resonates with their target audiences. We asked the Affiliate members of AAM who specialize in marketing and branding consulting: “What is your go-to piece of advice for anyone getting ready to go through…
So, you’ve decided it’s time for a rebrand—congrats! You’re about to embark on an exciting (and at times, long and challenging) journey. Rebranding is more than just a new logo; it’s about redefining how your firm looks, sounds and feels. It’s a major investment, and the first step to making…
With regulatory changes, AI-driven tools revolutionizing auditing and clients demanding seamless digital experiences, staying relevant is not optional; it is required. A rebrand extends far beyond a new logo or tagline. It is a deliberate strategy to drive growth, sharpen your competitive edge and align with evolving market dynamics. This…
To recognize AAM’s 35th anniversary, this is the first in a series of articles from members sharing their career path and what that means for marketers of today. I landed in accounting marketing through luck and timing. After getting laid off from the office furniture industry and realizing my next…
Building a Career in Accounting Marketing “You’re hired!” But then what? For far too many accounting marketers, the first day on the job is also the last time anyone talks about their future. Unlike their peers in audit or tax, marketing professionals in accounting firms rarely have a clearly defined…
As a marketer, we’re always looking for ways to measure ROI, especially in the digital world. This infographic outlines four simple steps to consider when a new contact enters your pipeline. Did they read a blog and submit a form? Or perhaps they received an email, visited a service page…
AI is fast changing the way accounting firms approach business development (BD). Generative AI tools – especially when combined with thoughtful strategies – can drive better outcomes, save time and elevate the impact of BD professionals. Here are the top ways AI can help your firm become more efficient, insightful…
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.