CPA Growth Trends

Strategies, Tools and Knowledge to Grow CPA Firms

Managing the Talent Pipeline

Managing the Talent Pipeline: Staying Connected with Candidates

By Eric Elmore / October 19, 2022

Like many other professions, accounting is experiencing a talent shortage. Fewer university students are pursuing accounting degrees, fewer accountants are pursuing CPA licensure and more experienced professionals are leaving the job market or changing careers. This means we are all pulling from a shrinking pool of professionals who now have…

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Supporting your Recruiting Team

Supporting your Recruiting Team During the Great Resignation and Beyond

By Tanya Doescher / October 19, 2022

We have all heard about the “Great Resignation” and how the talent pool for the accounting profession is dwindling. If you are new to marketing for accounting, you are likely wondering what the reality of the current accounting profession landscape is and how you can contribute to the recruitment process…

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image of a wooden figure model going up blocks as if they are stairs - building and embracing a growth culture|image of a wooden figure model going up blocks as if they are stairs - building and embracing a growth culture

Building and Embracing a Growth Culture: How Do You Do It?

By Sunny Ricks / October 4, 2022

At a recent AAM! High Webinar, “Building a Growth Culture Where Everyone Contributes?”, Ty Hendrickson, CPA, Consultant and Training Director, discussed the importance of facilitating a growth culture. Building a culture of growth is something that can help firms stay competitive, grow and gain new business. But how do you…

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Team reviewing Marketing Tech Stack options for CPA Firms|Team reviewing Marketing Tech Stack options for CPA Firms

Marketing Tech Stack for CPA Firms: Go-To Tools for All Budgets

By Brooke Sorensen / September 22, 2022

If you’re a CPA firm looking for marketing technology, it can feel like there are too many options to choose from. You might be overwhelmed by the number of tools available, or maybe you’re not sure which ones are right for your firm. This article will help simplify your decision…

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Marketing Strategy Planning|

Marketing Strategy Planning — Where to Start?

By Tanya Doescher / September 20, 2022

Does your firm have a marketing strategy in place today, or are you finding yourself starting from ground zero and unsure where to begin? Whether you are new to accounting marketing, or are in a position to create a marketing strategy plan, knowing what information is needed to get started…

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Marketing Strategy

Articles of Interest: Marketing Strategy

By Susan Ross Wells / September 20, 2022

It could be your most important project all year: building your marketing plan, a strategic document to guide your marketing priorities, and the initiatives to support your firm’s growth plan. But many of us struggle to get this done for many reasons. Here are four articles to help you dive…

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Adapting BD Strategies|

Acquire, Retain or Expand? Adapting BD Strategies to Market Trends

By Scott Moore / September 16, 2022

Growth. It’s a common term in conversations about firm strategy, but the context can vary widely. It might refer to the growth of firm revenue, growth of a practice team, or the growth of one’s career. As marketers and business developers in accounting firms, growth is most often associated with…

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Your 2023 Marketing Plan|

Fresh Approaches for Your 2023 Marketing Plan

By Leah Yoneda / September 16, 2022

If you have a calendar year-end, you’re probably already deep into planning and budgeting for next year. You’ve read multiple “how to adapt to a post-pandemic world” articles. The kids have returned to school, and hopefully, you took an actual vacation this summer. Socio-economic-geo-political news continues to pelt your brain,…

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Man brainstorming marketing tasks on his computer

What is CPA Marketing and How Your Accounting Firm Benefits

By Lynn Olanoff / September 13, 2022

Sponsored post by Pitchly Less than 50 years ago, CPA marketing wasn’t even a thing. It’s hard to imagine not being able to promote your CPA firm today. However, advertising wasn’t allowed in the accounting industry until 1977 when a Supreme Court decision about professional service firms made it legal.…

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A photo of a flower growing through a crack in concrete|A photo of a flower growing through a crack in concrete

Adapting Strategy in the Face of Disruption

By Sunny Ricks / September 8, 2022

Sarah Cirelli, CMO of Grassi Advisors & Accountants, recently presented an AAM! High webinar called, “All Shook Up: Tips for Adapting Strategy in the Face of Disruption.” It was an insightful presentation of marketing strategies for accounting firms with real world examples. If you’re a member, you can access the…

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Featured: Season 1 Episode 1

Compensation Changes in Accounting Firms – Intersection of HR & Marketing with Andrea Sardon, PBMares

with Andrea Sardone from PBMares

Join host Mike Jones with Andrea Sardone from PBMares as they discuss the changes in compensation within the intersection of marketing and accounting in accounting firms.