CPA Growth Trends
Strategies, Tools and Knowledge to Grow CPA Firms
Growth-oriented accounting firms are discarding the silo-method of selling and increasingly looking at the client as a whole to grow revenue. One effective strategy that can significantly increase a firm’s revenue while adding value to clients’ financial experiences is cross-selling. But how can accounting firms harness this strategy effectively? Furthermore,…
Behind the Success: Insights from AAM’s Marketing Achievement Award Winners | AAM High Webinar Recap
In a profession where differentiating your firm requires both creativity and strategic thinking, the Association for Accounting Marketing’s (AAM) Marketing Achievement Awards (MAAs) showcase the industry’s most innovative and effective marketing initiatives. At a recent AAM High webinar, three 2024 MAA winners shared the strategies, challenges, and results behind their…
Marketing in accounting firms has long been an uphill battle. Marketers have had to fight for budget, prove ROI and demonstrate that marketing is more than just an expense. But forward-thinking marketers are proving their worth by making strategic changes, tracking impact and aligning marketing with firm-wide goals. For this…
Marketing within an accounting firm has never been easy. Unlike consumer-driven industries, where brand awareness and direct sales drive the bottom line, accounting firm marketers must constantly navigate complex internal dynamics, justify their impact and align their efforts with firm-wide growth objectives. For this episode of the Amplify! podcast series…
Enhancing the client experience (CX) is crucial for accounting firms aiming to improve client retention and satisfaction. The articles below are fresh, practical and packed with ideas you can actually use—think smart tech solutions or weaving client stories into your branding in ways that accounting marketers can hit the ground…
At my Firm, Brown Plus, one of the key goals on our Strategic Plan is to identify potential areas for roles to assist with client service tasks that do not require the attention of a licensed CPA. In theory, this strategy would be a win-win, in that it would free…
In last month’s AAM Minute, we interviewed Herbein’s Client Experience Manager, Ryen Salo, on her newly created position. She discussed the importance of a CX role and what made the firm realize CX needed to be prioritized. In this article, we continued the conversation with Ryen and took it a…
Authors: Gabe Tevrizian, CBM CPAs & Neil Barrow, RevOps Advisors Customer experience (CX) is a critical factor in the success of accounting firms. A client-centric approach that prioritizes CX can enhance business development efforts, improve efficiency, boost win rates and foster long-term client relationships built on trust and clarity. These experiences…
Securing partner buy-in for marketing programs and budgets is a formidable challenge. Partners often prioritize immediate, tangible returns and can be skeptical of marketing initiatives, viewing them as risky investments. However, overcoming these hurdles is crucial for a firm’s growth and competitive edge. By aligning marketing strategies with the firm’s…
In a recent Association for Accounting Marketing webinar, Dan Mahoney, CEO of TruSight LLC, alongside Andy Jones, Founder & Managing Director of Private Equity Info, shared valuable insights on how data can be leveraged to enhance marketing efforts in the mergers and acquisitions (M&A) space. The webinar primarily focused on…
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.