CPA Growth Trends
Strategies, Tools and Knowledge to Grow CPA Firms
If you’re a marketer in an accounting firm, your job is to make money for the shareholders. That’s the game. But how do firms actually make money? How do partners get paid? And why does understanding all of this matter for you? If you’ve ever pitched a great idea only…
Accounting firms need more than technical expertise to thrive. While business development (BD) professionals focus on relationship-building and client acquisition, marketing teams play a crucial behind-the-scenes role in equipping BD specialists with the tools they need to succeed. This article explores how marketing departments can create and maintain an effective…
Why Look for New Clients When Growth is Already in Your Backyard? Accounting marketers and business development professionals spend significant time and resources chasing new clients. But what if the easiest opportunities for growth were right in front of you? The truth is, most firms are sitting on an untapped…
Ben Sappington, a seasoned business development professional with nearly two decades of experience, is at the helm of growth efforts for the Aerospace & Defense and Transportation & Logistics practices at Moss Adams. Since joining the firm, he’s played a vital role in developing and optimizing nationwide sales strategies, as…
In the accounting industry, marketing and business development are often treated as separate functions—marketing handles branding, content and campaigns, while business development focuses on building relationships and closing deals. But here’s the reality: when these two teams are fully aligned, they become a powerhouse for firm growth. If you’re a…
For small accounting firms, proving value isn’t just about the services you provide — it’s about how you position yourself, build relationships and showcase your expertise. In an AAMplify! podcast season dedicated to proving your worth, I spoke with Kelly Schuknecht, Chief Elevation Officer at Two Mile High Marketing, about…
Having sales and marketing aligned is critical in getting deals closed! I believe both can work together to develop a clear and laser-focused approach to landing the client. We always leverage our marketing talent at Withum to work with our leaders, create content, design and launch campaigns. We then leverage…
Professionals in non-billable roles in accounting firms often find themselves navigating uncharted territory. Whether leading HR, operations or marketing functions, these professionals frequently need to advocate for their value in an environment where billable hours reign supreme. In a recent Amplify! podcast season focused on proving your worth, I spoke…
In accounting, building personal brand authority and overcoming industry barriers is no small feat. Gilbert (Gil) Vasquez, managing partner and founder of Vasquez + Company has done just that, establishing one of the largest minority-owned CPA firms in the U.S. The most recent season of AAM’s Amplify! podcast is all…
The phrase “What gets measured, gets done” has long been a guiding principle in business management. It underscores the power of tracking performance to drive meaningful action. I’ve seen time and again that firms with clear, measurable goals achieve better results than those that rely on instinct or informal strategies.…
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.