CPA Growth Trends
Strategies, Tools and Knowledge to Grow CPA Firms
Against the backdrop of Arizona’s gorgeous sunshine, cacti and red rock mountains, this year’s Summit started and ended with two commanding keynote presentations: one on the power of shifting from leadership to ‘teamship,’ and one on the importance of future-proofing firms in the face of rapidly-evolving AI. Below are my…
I recently had the pleasure of facilitating the AAM High! Webinar for May on the topic of integrating sales and marketing for accounting firm success. In this discussion, Rehmann Chief Marketing Officer Holly Shier and Director of Sales Nicole Burgeson unpacked how integrating sales and marketing isn’t just a best…
Accounting firms use content marketing to showcase expertise, build trust and attract new clients. But with so much valuable content available online, firms face a strategic question: when does it make sense to gate content behind a form or login? Gated Content: Lead Generation Gating content requires users to provide…
And why “good service” isn’t going to cut it anymore In an industry where technical accuracy and trust are non-negotiables, accounting firms are finding it harder than ever to stand out. Most offer solid compliance. Many promise great service. So why are so many firms still losing clients or struggling…
Growth is the goal of nearly every professional services firm — and in the accounting industry, that growth often comes through mergers and acquisitions. As firms expand, diversify, and increase their market presence, the role of the marketing team becomes not only more essential but also more complex. What begins…
Consistent branding in firm-wide emails can improve recognition, streamline responses, and even reduce phishing risks. At Yeo & Yeo, we developed branded “Connection” emails for key internal functions—ensuring the right messages reach the right people. Check out the infographic to learn more about the benefits and how you can implement…
Strong internal communication is essential for keeping teams aligned, engaged, and informed. These articles highlight the importance of clear messaging, choosing the right communication channels, planning strategic campaigns, and avoiding common missteps—offering practical insights to help organizations communicate more effectively from the inside out. Internal Communications Are Underrated Internal communications…
We are seeing a surge of ‘fun committees’ at firms to increase employee engagement and boost morale. Internal communications and employee engagement are essential to the success of any organization. Work should be about more than just the work we do daily – it should be a place where creativity…
In the world of public accounting, trust, expertise and consistency are the pillars of your external brand. But what about your internal brand? For too long, firm Intranets have been treated as mere back-office tools managed by IT, infrequently updated and rarely seen as a strategic asset. However, in today’s…
Artificial intelligence (AI) is reshaping marketing in profound ways. From automating content creation to improving marketing efficiency, AI tools are becoming indispensable for firms looking to scale their outreach and impact. In a recent episode of the Amplify! podcast, I had the pleasure of speaking with Blake Oliver, founder and…
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.