CPA Growth Trends

Strategies, Tools and Knowledge to Grow CPA Firms

Unlocking AI

Embracing AI: Content Creation Strategies for Accounting Marketers

By Jill Jacobs / April 2, 2024

The constant launch of new AI tools and techniques can be overwhelming. Many accounting marketers have found that using AI to assist with content production is a practical way to get started. A recent AAM High! Webinar—From Hype to Practical Application: AI for Accounting Marketers offered actionable techniques for using AI…

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Amplify | The Symbiotic Relationship Between Business Development and Marketing

By Katie Tolin / March 26, 2024

Successful accounting firms understand the importance of a well-coordinated effort between business development (BD) and marketing teams. These two essential functions must work hand in hand to drive firm success. During a recent Amplify! podcast episode with Chris Perrino, principal of business development at Barnes Dennig, Chris shared what effective…

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Hot Topic/Infographic: Ways to Show Appreciation for Clients

By Lauren Preston / March 21, 2024

Showing appreciation to clients goes beyond delivering exceptional service; it fosters loyalty, strengthens partnerships, and sets your firm apart. A great way to stay top of mind and strengthen your relationship is through gifts. Here are five tips to keep in mind when selecting gifts for your clients:

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Business Development: Leveraging Referral Tracking to Elevate Your Client Experience

By AAM / March 21, 2024

By: Kristin Kitchens, Windham Brannon In the competitive landscape of professional service firms, satisfied clients are not only valuable assets but also potential advocates who can contribute significantly to growth. When strategically implemented and tracked, referral programs play a pivotal role in enhancing the client experience. By incorporating a robust…

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TBR: 8 Books on Client Experience

By Rachael McGrew / March 21, 2024

Client experience has become a popular buzzword in our industry over the past few years. But what does it really mean? And how do you do it? These eight books can help you get started. Some offer real life case studies and some offer frameworks to implement, but all of…

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Amplify | Navigating the Role of a Business Development Executive in Accounting

By Katie Tolin / March 21, 2024

A Business Development Executive’s Success Stems from Collaboration Business development executives (BDEs) play a crucial role in accounting firms. The BDE role can vary based on the firm’s size, scope and specialization. However, their primary focus remains consistent: generating activity in the market, identifying opportunities, nurturing leads and contributing to…

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Seasoned Marketer: Maximizing Client Satisfaction: 5 Best Practices for Surveying Your Clients

By Rachel Pompeani / March 21, 2024

In the competitive landscape of accounting firms, client satisfaction is crucial. Understanding client needs, preferences and pain points is necessary for maintaining strong relationships and fostering business growth. One effective tool for gathering such insights is client satisfaction surveys. By implementing well-structured surveys and leveraging the data they provide, accounting…

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Beginner’s Guide: Empower Employees for Excellent CX

By Tanya Doescher / March 21, 2024

Training employees in Client Experience (CX) is fundamental for ensuring that they understand both the importance of delivering exceptional service to clients, and what “good CX” looks like at your firm. When training employees on CX, it is essential to communicate the importance of CX as it relates to the…

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Amplify | Exploring the Business Developer Role in Accounting and Law Firms

By Katie Tolin / March 19, 2024

Exploring the Business Developer Role in Accounting and Law Firms The role of a business developer is ever-changing. It requires effectiveness and intentionality in managing time. From juggling client meetings, industry trend research and team management, business development isn’t confined to a 9-to-5 schedule; successful developers are always authentically engaged…

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Amplify | Managing a Business Development Professional

By Katie Tolin / March 15, 2024

When it comes to managing a business developer or a team of business development executives, it’s all about team selling, setting clear expectations and effective pipeline management. Everything starts with strong hiring criteria and then using the right motivational strategies to get the most from your professional sales team. In…

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Featured: Season 5 Episode 1

The Digital Lead Gen Process For Accounting Firms

with David Toth of Winding River Consulting

Explore expert strategies for digital marketing success with the latest insights on SEO, content strategy, lead generation and more.