CPA Growth Trends
Strategies, Tools and Knowledge to Grow CPA Firms
Authors: Samantha Crist, Blue & Co., LLC & Megan O’Donnell, EisnerAmper In today’s digital world, networking has evolved far beyond the traditional handshake and paper business card exchange. As we rely more on smartphones and digital tools, virtual business cards are revolutionizing the way we connect, making it easier and…
Sponsored Article Provided by Ingenuity Marketing Group, LLC Web landing pages have the potential to offer powerful tracking, while supporting lead capture. That is, if your landing pages are set up correctly. You are targeting a specific audience through your event attendance and/or through your keyword selections. You are enticing…
Should we look into Zoominfo? D&B Hoovers? Should we look at intent data? How can we generate prospect lists? Questions like these are common, but maybe not the right starting point. Most firms love to build lists – I bet if you go into your W: drive you can find…
Educational Articles Discussing Lead Generation 10 Online Lead Generation Techniques for Professional Services Blurb: This article discusses how to adopt online lead generation techniques. It navigates the changes in today’s world and how we’ve moved from print advertising and sponsorships to referrals and networking. The article will dive into the…
Marketing within the accounting industry has grown exponentially over the last few decades. Initially an underappreciated role, marketers in accounting firms are now recognized as vital contributors to firm growth, client retention and brand development. With marketing roles evolving to include digital engagement, client experience and even employee recruitment, there…
When it comes to mastering business development and marketing, understanding how buyer behaviors evolve is crucial for staying ahead of the curve. This was the focus of a recent webinar hosted by the Association for Accounting Marketing, where experts Will Casserly from Hinge and Angele Fox from CBiZ shared insights…
Business development and marketing are closely intertwined, and often collaborate to drive growth and revenue for a company. While firm size may vary, each group typically works as a separate department, however, to attract the right business and maximize opportunities, firms must align their marketing and sales strategies effectively. When…
By now, you’re probably growing as fatigued as I am of hearing about Artificial Intelligence (AI), the powerful shortcuts it will unlock, or the less savory side effects it may cause. While much of the focus has been on generative AI, such as ChatGPT, Jasper, and others, these are only…
The rapid expansion of private equity (PE) investments within the accounting and advisory industry is fundamentally transforming the landscape for business development, marketing and growth professionals. These substantial capital injections often come hand in hand with a significant increase in available resources and heightened expectations for accelerated growth. This dynamic…
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.