CPA Growth Trends
Strategies, Tools and Knowledge to Grow CPA Firms
In today’s fast-paced digital world, a strong online presence is crucial for professionals and businesses. Among the myriad of social platforms available, LinkedIn has emerged as the go-to platform for professionals to connect, share insights, and expand their networks. In a recent webinar by James Hirchak, President of Astute Review…
Artificial intelligence (AI) has the potential to reshape the professional world, including public accounting and accounting marketing. Its transformative power cuts across a wide swath of professional functions, from data analysis to copy generation. Using AI can save time and reduce costs, but as with any new transformative tool, there…
The accounting industry is undergoing a major digital transformation accelerated by the COVID-19 pandemic. While traditional methods of growth will always be important, creating a digital culture and strategy is imperative to build scalable and repeatable methods of growth. Many firms are investing in digital marketing tactics such as SEO,…
Accounting and advisory firms have traditionally relied on word-of-mouth recommendations from satisfied clients to grow. But in this digital age, Google reviews are the new word-of-mouth recommendations. If a prospect finds your firm on Google — and it’s likely they will since 80% to 90% of buying decisions now include…
Technology is constantly evolving and accounting firms are changing their MarTech stacks to ensure they are keeping clients and prospects close. Not only do they seek to improve what they are doing, they are looking to gain a competitive advantage that leads to growth. When it comes to technology, the…
Written by Co-Authors: Rachael McGrew, Landmark CPAs & Kayla Juba, BSSF Marketing technology (MarTech) includes a vast range of software and tools that assist in achieving marketing goals and objectives. CRMs, social media scheduling platforms, graphic design/video editing tools, website hosting software and data analytics software are all examples of MarTech.…
As Martech continuously becomes a more relevant (and popular) term for marketers, the content produced on this subject is starting to dominate the internet. We have 4 helpful resources to help your firm navigate into the Martech world. This article provides guidance on selecting a tech stack for accounting firms…
Digital asset services represent a significant opportunity for accounting and advisory firms to create service lines that address their clients’ needs, from investing to financial planning to integrating digital assets into their business operations. The success of their efforts will depend on the market research they undertake in advance to…
Navigating the path toward greater inclusivity can feel overwhelming. There’s so much to do, so where do you start? When it comes to the inclusion piece of diversity, equity, and inclusion (DEI), how can marketers move the needle? One thing comes to mind: your company’s website. On Tuesday, June 20,…
Marketing and business development departments within CPA firms have been tasked with doing just about everything except delivering client service. (Fortunately, we’re never asked to help prepare a tax return!) But as growth leaders, we need to prioritize customer acquisition and that means generating more leads for our firm. That…
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.