CPA Growth Trends
Strategies, Tools and Knowledge to Grow CPA Firms
Budget season has a way of turning last year’s event calendar into next year’s event strategy. We sponsored this conference last year, so put it back in the budget. We’ve hosted that client event for five years, so add it again. Partners will want money for golf outings, dinners and…
If you’re relatively new to accounting marketing, the last quarter of the year can feel overwhelming. Budget planning, campaign calendars, sponsorship renewals, technology decisions, vendor demos, and strategic plans all seem to collide at once. The good news? You don’t need a crystal ball. You need a framework. As you…
When accounting firms merge, most of the attention tends to focus on technology integration, operational efficiencies and financial results. Marketing, however, faces its own unique challenge. How do you bring together multiple brands, budgets, priorities and office cultures into a single strategy without losing the local relationships and market knowledge…
DEI Is Still Legal — Here’s What’s Actually Changed Diversity, equity, and inclusion (DEI) initiatives have come under scrutiny in recent years, but the legal landscape hasn’t changed as dramatically as one might expect given the current climate. While DEI has generated political controversy, the framework can still bring value…
When accounting firms talk about business development, the conversation often jumps straight to tools, automation, and lead generation. But according to business development consultant Neil Barrow, many firms overlook the most important starting point: the fundamentals. In a recent Amplify podcast, Barrow provides practical advice for firms looking to build…
During a recent Amplify podcast discussion, Sarah Dobek, president of Inovautus, shared that the real driver of effective business development isn’t scripts, proposals or tech – it’s curiosity.
Great client experiences don’t happen by accident. They are intentionally designed, consistently delivered, and deeply embedded into an organization’s culture. Below are some of the most impactful books on customer experience, hospitality and client loyalty that offer practical ideas for creating memorable interactions and lasting relationships. Raving Fans: A Revolutionary…
One of my favorite sessions at the Legal Marketing Association’s annual conference is the General Counsel panel. Year after year, general counsel candidly describe what they value in outside counsel and what frustrates them. The comments are remarkably consistent: communicate proactively, don’t surprise us, meet deadlines, understand our business and…
If you’re a solo marketer or department of one, you’ve probably had this experience: someone at the leadership level says, “We really need to focus on client experience.” Suddenly, every eye in the room turns to you. It’s a lot. And the concept of building a full client experience program…
Client experience (CX) is easiest to manage when nothing is changing. The relationship team is stable. Clients know who to call. Processes are familiar. Technology works the way it always has. Fees are predictable. And the partner who has been signing the engagement letter for 15 years is still the…
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.