CPA Growth Trends

Strategies, Tools and Knowledge to Grow CPA Firms

Articles of Interest: Client Experience

By Olivia Collins / October 30, 2023

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…

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Seasoned Marketer: 5 Do’s and Dont’s for Exceptional Client Experience

By Rachel Pompeani / October 30, 2023

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,…

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Beginner’s Guide: Client Experience: What is it and Where to Begin?

By Lauren Preston / October 30, 2023

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…

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Business Development: Use Data to Guide Business Development

By AAM / September 21, 2023

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…

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Seasoned Marketer: Top AI Tools for Data Analytics

By Tanya Doescher / September 21, 2023

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…

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Articles of Interest: Data Analytics

By Alison Simons / September 21, 2023

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…

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Beginner’s Guide: The Accounting Marketer’s Guide to Data Analytics

By Leo Ebbert / September 21, 2023

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…

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Transforming Your LinkedIn Presence in the Accounting Industry: From Pointless to Powerful

By James Hirchak / September 12, 2023

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…

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AI in Accounting Marketing: A Transformative Tool with Limits

By Katie Funderburk / September 5, 2023

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…

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Analyzing Digital Growth Metrics - Tablet Analytics

From Clicks to Clients: Digital Strategies that Drive Growth

By Stacy Dreher / August 30, 2023

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,…

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Featured: Season 4 Episode 1

What a Business Development Executive Does

with Danielle Reynolds, Business Development, Manager with Whitley Penn

A business developer’s day involves a myriad of activities from external meetings with business owners and referral partners to scoping calls for initial client connections.