CPA Growth Trends
Strategies, Tools and Knowledge to Grow CPA Firms
Authors: Megan O’Donnell, EisnerAmper, Olivia Collins, Mazars USA, and Erica Reagle, Wipfli Mergers and acquisitions can be exciting and challenging for any organization. M&A activity is expected to rise in accounting as CPA practices seek to extend their reach, tap a broader client base and diversify their services. If your…
The 2024 AAM Summit was host to a long lineup of fantastic speakers with topics ranging from business transformation, growth and collaboration to having courageous conversations. Here are Summit’s keynote speakers worth following for news and insights. Carla McCall, incoming Chair of the AICPA and Managing Partner of AAFCPAs Carla…
Becoming your Firm’s Leading Internal Consultant, Mari-Anne Kehler, Partner, Chief Strategy Officer, GHJ Closing out day one of Summit, Mari-Anne spoke on the importance of why marketing should be thought of as our Firm’s internal consultant or strategic advisor. “How I was perceived was as important as what I knew,”…
In today’s competitive landscape, accounting firms face a critical need to attract and retain top talent. Recruiting marketing plays a crucial role in this endeavor, linking firms with prospective candidates. One recruiting marketing strategy that is on the rise involves college-specific webpages and other tailored marketing materials, with customized content…
How To Craft Content that Converts From lead generation to the client experience, prioritizing a marketing technology-focused culture with strategic investments is paramount. The marketing tech (MarTech) stack you are building today will bring your firm into tomorrow. In this Amplify! podcast episode, Danny Estrada, the vice president of consulting…
Like training for a long-distance race, successful search engine optimization (SEO) requires a structured approach. In a recent Amplify! podcast discussion with Brian Swanson, Chief SEO strategist at Flashpoint Digital Marketing, he explained how firms need to look at SEO as a marathon that takes more time to train for…
Lead generation has undergone a profound transformation in recent years. Accounting firms, once reliant on traditional methods, are now harnessing the power of digital platforms to drive growth and secure quality leads. In a recent Amplify! podcast discussion with David Toth, chief growth officer at Winding River Consulting, he shared…
Historically, marketers within the accounting industry have not had to spend much time and resources getting involved with the client relationship. And why would they? Accounting professionals have long been successful with the traditional, relationship-based approach to client acquisition. Personal connections and the transactional nature of most engagements rendered an…
Your approach to managing a business development (BD) team can make or break your firm’s growth trajectory. Effective leadership from the top can boost BD engagement and motivate your associates. The setup Get the right team in place. As accounting firms, we often think we must hire accountants to do…
Employee Resource Groups (ERGs) are voluntary groups of employees who share common characteristics or life experiences. Their primary objective is to cultivate a more diverse and inclusive workplace environment, offering support, advancing career paths and nurturing personal growth among members. ERGs serve as catalysts for promoting diversity, nurturing talent, fostering…
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.