CPA Growth Trends
Strategies, Tools and Knowledge to Grow CPA Firms
Artificial intelligence (AI) is transforming the way accounting marketers, business developers and other growth professionals approach their work – from creating content and optimizing for search engines to designing visuals, analyzing data and generating leads. With so many tools available, it can be challenging to know which ones truly deliver…
Digital marketing helps increase brand visibility, build trust and reach potential clients in a highly competitive market where relationships are everything. These articles highlight the importance of staying on top of emerging trends, exploring and investing in new tools to help efficiency and reporting, do’s and don’ts and a step-by-step…
Authors: Samantha Crist & Ryan McClain, Blue & Co. LLC In a world where attention spans are getting shorter and shorter, it’s no surprise that many B2B organizations are turning to video marketing to better connect and engage with their target audiences. It should also come as no surprise that…
Inside the 2025 AAM Marketing Budget Benchmark Study If you’re still building marketing budgets based on historical allocations or gut feelings, the new AAM Marketing Budget Benchmark Study is a wake-up call. It doesn’t just highlight what firms are spending. It shows you what the smartest, fastest-growing firms are doing…
We’re still buzzing from our team’s great experience at the Association for Accounting Marketing’s (AAM) 2025 Summit, held in beautiful Phoenix, Arizona. It was an event that provided accounting marketers with a wealth of valuable insights, networking opportunities, and engaging breakout and keynote presentations. One highlight was how the conference…
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…
The 2025 AAM Summit in Phoenix offered a rare inside look at how the most forward-thinking accounting and consulting firms are transforming business development. From coaching hesitant professionals to leveraging LinkedIn to earning client trust and growing strategic accounts, the sessions shared actionable insights for building BD cultures that last.…
The AAM Summit is more than just a conference for accounting marketers. It’s a place to connect with peers, learn from industry thought leaders and walk away with actionable insights that drive business growth. This year’s Summit continued the tradition, offering attendees a packed agenda full of strategies tools and…
The 2025 AAM Summit in Phoenix, Arizona, was host to a long lineup of fantastic speakers with topics ranging from the future of leadership to disrupting disruption. Here are Summit’s keynote speakers worth following for news and insights. Keith Ferrazzi, Greenlight Research Institute Keith kicked off Summit with his keynote…
If one theme rang clear during the 2025 Association for Accounting Marketing (AAM) Summit, it was this: connection and sharing benefit individual professionals and the industry itself. From an opening session with dozens of other newcomers to the final day’s awards ceremony speeches, the value of collaboration was repeated –…
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.