CPA Growth Trends
Strategies, Tools and Knowledge to Grow CPA Firms
Accounting Industry Insights Regarding Private Equity Investments in a Firm Any time there is a change in control through a change in ownership structure, there is always a change in firm culture. In this Q&A with Growth Strategies, Angel Morgan, Chief Business Development Officer of Raleigh, North Carolina-based Cherry Bekaert,…
It’s no secret that AI has tremendous potential to improve operational efficiency and enhance marketing strategies. In fact, according to Sam Altman, CEO of OpenAI—one of the world’s leading AI companies—the landscape of marketing is about to undergo a radical transformation with as much as 95% of the work currently…
With the rise of AI-driven search platforms, Google’s shift away from third-party cookies, and a flood of new digital tools, traditional marketing metrics are in flux. I recently sat down with Yeo & Yeo’s Digital Marketing Coordinator, James Kuch, to explore some of these trends and gain insight into how…
GenAI is rapidly changing the way marketers approach many elements of their job. Now it is impacting search. From Google’s AI search results to ChatGPT’s recent deployment of search, users are already interacting with search engines in new ways. As marketers it’s our job to understand what that means for…
Selecting the right metrics is essential for marketing professionals to track progress and showcase the impact of their efforts. In the accounting industry, this involves balancing core marketing principles with the unique demands of a service-driven field. To measure success effectively, marketers must prioritize metrics that offer actionable insights into…
It is no secret a transformation is underway in the accounting world. Private Equity (PE), mergers and acquisitions (M&A), and alternative practice structures are at the forefront of many strategic firm discussions and future planning. These new industry dynamics are reshaping the CPA firms of the future, and this, in…
Crises are inevitable. In an increasingly interconnected world, where technology allows for instantaneous communication around the world, having an effective crisis communications plan can have real financial implications. Crises can range from dealing with difficult clients and internal conflicts to larger-scale issues such as cyberattacks and natural disasters. Marketers and…
Webinars have become a go-to marketing tool for accounting firms, offering an efficient way to share expertise, engage clients and generate leads. But in today’s crowded virtual space, how do you make your webinar stand out and, more importantly, keep your audience hooked? For accounting marketing professionals, the key lies…
In the accounting industry, digital innovation – and even business innovation – have become a necessity. As we’ve seen with tools like the internet, technological advancements often redefine how we connect with clients, manage relationships, and drive growth. Now, AI is doing the same for accounting firms, transforming the way…
When you hear “lead generation” you likely start thinking about digital ads, funnels, gated content and other types of advertorials. However, if your firm has growth goals, lead generation should be about quality, not quantity. And that starts with defining your ideal client. Defining Your Ideal Client – The Dartboard…
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.