CPA Growth Trends
Strategies, Tools and Knowledge to Grow CPA Firms
In a profession built on precision and trust, marketing can often feel like a minefield. Too flashy and you risk undermining your credibility, too safe and you blend into the background. But across the accounting industry, a quiet revolution is underway. It’s not driven by trend-chasing or jargon-heavy campaigns, but by something much more authentic: storytelling.
This article recaps the debut episode of Forward Focus, the newest addition to AAM’s Amplify podcast series. Hosts Mike Jones and Sam Pagel sat down with attendees at the AAM Summit 2025 to explore what true growth looks like in today’s accounting firms. Through a series of candid interviews, four…
I opened my session at AAM Summit 2026 with a question I ask every firm I work with: if most new business comes from people you already know, why does your BD activity look like a hundred scattered efforts with no actual plan? Here’s what I’ve found after years of…
If you still think of press releases as a media relations tool and nothing more, it’s time for a reframe. In the age of AI-powered search, your earned media strategy has quietly become one of your most important visibility levers and most accounting firms aren’t taking advantage of it yet.…
If you’ve ever walked into a high-stakes client meeting running on four hours of sleep and your third coffee, you already know the problem. You might have the skills, the preparation, and the right talking points — but something is off. Your listening is half a beat slow. Your patience…
Technology is reshaping every aspect of the accounting profession, from how firms market their services and engage prospects to how they deliver client experiences and advisory solutions. As artificial intelligence (AI), CRM platforms, digital marketing and automation continue to evolve, staying informed is essential for marketers and business development (BD)…
At this year’s AAM Summit, Sam Pagel (COO, Resound Creative) and Cassy Clayman (Marketing Manager, Topel Forman) delivered a refreshing take on something we all say we’re doing, but often overcomplicate: building a content engine. Their message was simple, actionable and honestly a little liberating: Just Hit Record. Start with…
Professional service firms have invested heavily in proposal technology over the past several years. Proposal platforms, workflow automation, content libraries and AI are helping teams work more efficiently than ever before. Yet, many proposal teams continue to face growing pressure to deliver highly customized proposals in 24 to 48 hours.…
The conversation about technology in professional services has been about tools: which platform, which pilot, which vendor. But firms are learning that the hard part was never the software. Accounting is being reshaped on two fronts at once, and they are starting to collide. On one side is the technology…
Is your client advisory services (CAS) practice your firm’s best-kept secret? It shouldn’t be. CAS, also known as outsourced accounting or advisory in firms, is one of the most powerful tools your clients can activate – and a real engine for firm growth. So why don’t more clients and firm professionals embrace CAS? Usually, the answer…
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.