CPA Growth Trends
Strategies, Tools and Knowledge to Grow CPA Firms
In case you haven’t noticed, there’s a war for talent going on out there. Accountants are in high demand. I probably hear once a week: “We don’t need more clients. We need more people to do the work.” The number of students choosing accounting as a career is declining, and…
Effective communication plays a crucial role in shaping the level of engagement within an organization. The following articles delve into the complex relationship between internal communications and employee engagement. They offer insights, best practices and strategies for organizations to enhance engagement levels through effective communication. Innovative Strategies for Enhancing Internal…
With the war for talent remaining strong in the accounting field, it’s important to retain and engage your current team members while attracting new talent. Your firm’s values and culture can play a significant role in recruitment and retention. One way to achieve both goals is by creating employee resource…
In a recent AAM! High Webinar, “Five Ways to Build a MarTech Stack That Actually Works for You,” Warren Averett’s Joy Abbott, Marketing Technology Manager, and Sunny Ricks, Director of Marketing Communications, covered how to choose the right marketing technology tools, integrate them effectively and scale your MarTech strategy to…
On March 13th, AAM hosted an AAM High! webinar on Maximizing CRM Impact: Real-World Examples for Firm Growth. Three veteran accounting marketing leaders shared how they’re using their CRM systems to help achieve their firms’ goals. Redpath and Company recently launched a new outsourced CFO/Controller service. This puts the firm…
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…
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…
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:
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…
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…
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.