CPA Growth Trends
Strategies, Tools and Knowledge to Grow CPA Firms
Adopting advanced marketing technologies is transforming how firms engage with clients, develop their brands, and gain a competitive advantage. High-growth accounting firms are at the forefront of this revolution, leveraging cutting-edge digital tools and data-driven strategies to craft marketing campaigns that are innovative and highly effective in attracting and retaining…
In professional service firms, opportunity is greatest for those that create growth. A truth for both firms and individuals. As Abraham Lincoln said, “The best way to predict the future is to create it.” Providing focused business development (BD) training early in someone’s career impacts the future of the business…
Marketing is the perfect place for firms to get started with AI because marketing can do a lot without needing to handle sensitive information, and new AI tools specifically for marketing are being launched all the time. Many are free to get started with and have a choice of paid…
As marketers, we aim to tell differentiated stories about our brands, services and people. In a saturated marketplace, it’s essential to market each effectively and provide our clients with an elevated experience and real-time interactions. What if artificial intelligence (AI) could help us achieve this lofty objective? Recently, AI has…
Artificial intelligence is reshaping business practices. These five articles explore responsible AI development, implementation strategies and practical tips for leveraging AI effectively in your firm. Google outlines its principles and practices for responsible AI development, emphasizing fairness, transparency, privacy and accountability. https://ai.google/responsibility/responsible-ai-practices/ This article provides practical examples of responsible AI…
Artificial intelligence, as it stands today, is not a complete solution. It’s a great starting point. When people refer to AI, that usually means a large language model (LLM), like ChatGPT. This type of AI can generate and refer to text, quickly linking relevant text together. Most people are looking…
When did the digital transformation of marketing communications start? A good guess would be 1999 when the power of Web 2.0 encouraged users to provide and share data. This means it has been a quarter century from the earliest days of developing client-directed content to today’s comprehensive array of automation…
We often hear that leveraging technology is critical for success, but why is that? What does technology do that makes it so impactful? For that matter, what does “technology” even mean? This article will aim to help business development professionals within the accounting and advisory industry better understand why leveraging…
Drawing from two personal journeys, Ty Hendrickson and Emily Ackerman offer insights on turning lost opportunities into potential business development successes. The Nuanced Dynamics of ‘No’ One of the earliest and perhaps most essential lessons we have come to grasp is understanding the spectrum of rejection. Rejection often isn’t about…
With new marketing solutions and artificial intelligence bombarding us at every turn, personalization in email marketing has emerged as must-have. It’s not just a fleeting trend but a value-adding strategy that enhances communication and engagement with clients. Leveraging personalization correctly can lead to increased open rates and stronger customer relationships.…
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.