CPA Growth Trends
Strategies, Tools and Knowledge to Grow CPA Firms
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…
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…
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…
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…
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…
Meeting new people, building external relationships and identifying opportunities for the firm are key responsibilities of a business development professional. These people play a crucial role in shaping the trajectory of their firms. No two paths to a business development role in a CPA firm are the same, and Danielle…
When Google launched GA4 in 2023, one show-stopping feature was data deprecation. Gak! You might have scrambled to save data from your Universal Analytics account or simply followed the best practice guidance of setting your user and event data retention to 14 months—one of the defaults. But now you’re finding…
There are two broad types of business developers – hunters and farmers. Hunters are proactive individuals seeking new opportunities, while farmers focus on nurturing existing relationships and uncovering opportunities within the current client base. Who a firm ultimately hires depends on the firm’s specific goals and growth strategy. However, compensating…
Written By: Brandon Ferris, Winding River Consulting Email is an effective tool in the arsenal of today’s growth leader. While many other platforms have gained prominence in digital marketing, email remains at the top in terms of ROI, offering ROI potential of $36 for every $1 spent according to a…
This article discusses the basics of digital marketing, providing beginners with a comprehensive understanding of how to navigate this field effectively. https://www.thinkful.com/blog/digital-marketing-for-beginners/ Learn how to leverage different types of digital marketing strategies to maximize your business’s online presence and reach your target audience. https://www.snhu.edu/about-us/newsroom/business/types-of-digital-marketing Discover the five essential steps to…
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.