CPA Growth Trends
Strategies, Tools and Knowledge to Grow CPA Firms
Marketing for an accounting firm often means juggling a mountain of data. From website analytics and CRM databases to survey responses, the sheer volume of information can feel overwhelming. But here’s the good news— data can easily become actionable insights with the help of AI. AI isn’t just a flashy…
11 Top Marketing Analytics Tools in 2025 When choosing a marketing analytics tool, businesses should consider their specific needs, budget, and the scale of their operations. Marketers should focus on features that align with their goals, such as SEO tools, user behavior tracking, or data visualization, to make the right…
Authors: Nikki Burgeson, Director of Sales and BD, Rehmann & Neil Barrow, Founder, EnabledBD Introduction As marketing and business development (BD) pros, we know that data plays a pivotal role in driving effective BD strategies for professional services firms. Moving beyond anecdotal evidence and relying on concrete information allows firms…
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.
Whether you are planning a firm-hosted seminar or organizing attendees for a chamber of commerce reception, developing strategies to engage with attendees before and after the event can make the event more successful.
Often firms may feel like they must choose between cold outreach and strengthening relationships. Both strategies have their own merits and can significantly impact the return on investment (ROI) in different ways.
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…
Seasoned leaders can provide invaluable guidance for those aspiring to take on leadership roles or groom future leaders. Carla McCall, CPA, CGMA, Managing Partner of AAFCPAs and Chair of the AICPA shares a wealth of knowledge in leadership transitions, team building, and organizational development.
Authors: Stacy Dreher & Kaila Yim Business development (BD) has become increasingly vital to accounting firm success, regardless of firm size. As competition intensifies and service offerings expand, firms are recognizing the need for dedicated business development resources. However, building an effective BD function requires careful planning and a clear…
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…
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.