CPA Growth Trends
Strategies, Tools and Knowledge to Grow CPA Firms
Picture it: a beautifully designed website with a thoughtful, easy-to-navigate layout. The carefully crafted content is high quality and relevant to its intended audience. The keyword placement is laser-focused to attract organic traffic comprised of the ideal client. The website is doing its job – bringing in quality leads. But…
Internal newsletters can be great tools to not only keep people informed but to build culture. These newsletters typically include updates on company news, achievements, and important announcements, to name a few. Discover key elements to include when crafting compelling internal newsletters. Check out this infographic.
Author: Alyson Fieldman, RockIt Results Generating new business and expanding existing client accounts can often be stressful. In most firms, only a small subset of partners are typically interested in selling. Many partners find that selling is too highly competitive, only done on a golf course or just too overwhelming…
Are you launching a client experience program at your firm or looking to learn more about the client experience hype everyone is talking about? Look at these trending articles focused on client experience to learn more! The Client Experience: A Strategic Approach From Engagement To Retention This article focuses on the client…
Client experience is at the heart of any successful business. How your clients perceive your brand, products and services directly impacts their satisfaction and loyalty. To ensure you’re delivering an exceptional client experience, consider these five dos and don’ts. DO’S Listen Actively: Do: Pay close attention to your clients’ feedback,…
Understanding Client Experience Client experience can be defined as the sum of all interactions and engagements a client has with your brand. It encompasses both tangible and intangible elements, including the quality of products or services, customer support, user interface, brand messaging and more. It is crucial to remember that…
Written by: Heath Alloway Imagine one of your very best friends purchasing a new boat that could go fast. Your friend was so excited about how fast it could go, you find yourself speeding across the water. Suddenly, you realize the boat captain never looked back to see who was…
Today more than ever, data analytics is an essential tool marketers need and use to make informed decisions. With the amount of data available, it can be overwhelming and simply too time consuming to analyze it manually. Artificial intelligence has transformed the process, and today, we have countless tools to…
Our September Articles of Interest include an overview of data analytics and how to use it for customer segmentation and personalization, along with discussing how to use data in your recruiting and retention efforts. Curious how you can use data analytics to develop your performance and KPI metrics? Check out…
Today, accounting marketers have access to more data than ever before, and understanding how to use it has never been more essential. Data analytics allows accounting marketers to gain valuable insights, increase profit margins and guide business decisions for their marketing firms and clients. When you understand how to use…
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.