CPA Growth Trends

Strategies, Tools and Knowledge to Grow CPA Firms

Articles of Interest: Digital Marketing Strategy

By Kayla Juba / July 21, 2023

The Definitive Guide to Marketing Automation from Adobe – Marketing automation is a must-have for modern marketing teams, as it allows businesses to save time and money, measure and optimize marketing investments and grow revenue faster. A versatile marketing automation platform encompasses marketing campaigns across all channels, including email marketing,…

Seasoned Marketer: Top 5 Reasons Why an ABM Strategy is Necessary

By Rachel Pompeani / July 21, 2023

As digital marketing continues to dominate, as well as the power of personalization, there is no better time to start thinking about an account-based marketing (ABM) strategy. So, let’s start at the beginning, what exactly is ABM? According to Hubspot, account-based marketing is a focused growth strategy in which Marketing…

Beginner’s Guide: Paid Search Campaign- What Works for You?

By Jenna Ward / July 21, 2023

Paid search advertising is not only a digital marketing strategy, but a cost-effective way to target users who are specifically searching for your services. “Pay-per-click” or PPC is one of the most common forms of this type of advertising, as you only pay if a user clicks on your advertisement…

Hot Topic: Social Media Trends | Platform Updates

By Tanya Doescher / July 21, 2023

Today’s social media trends will quickly be tomorrow’s old news. Thanks to TikTok, video continues to dominate across all platforms and serves as an entertainment outlet. Everyone is jumping on short-form videos as they allow authentic storytelling, and a are medium to bring value to followers. AI is here to…

A Marketer’s Road Map to Driving Sales Culture: Key Tips  

By Peter Whalen / June 20, 2023

AAM members who tuned in to the AAM High! Webinar on June 6 were treated to a presentation jam-packed with actionable recommendations from Angel Morgan, Chief Business Development Officer at Cherry Bekaert Advisory LLC. Angel introduced a business development “Pyramid of Success,” a framework for building a business development culture,…

Hot Topic: Speakers of Interest: Summit 2023

By Rachael McGrew / June 16, 2023

The 2023 AAM Summit was host to a long lineup of fantastic speakers with topics ranging from technology, talent and growth to balancing success and mindfulness to achieve bliss. Here are some of the top speakers worth following for news and insights. Summit Keynotes Kimberly Ellison Taylor, Founder and CEO,…

Seasoned Marketer: KPIs Your Partners Actually Care About

By Alison Simons / June 16, 2023

Marketers have access to more knowledge and data than ever before, but collecting data, tracking trends, and reporting on marketing activities for the sake of reporting are not sufficient to gain the respect of our partners. No marketer wants to waste time and resources collecting and presenting data that goes…

Business Development: KPIs for Business Developers Include More Than New Business

By Ty Hendrickson / June 16, 2023

How do we know business development efforts are working? This seems to be the question on the minds of leaders at most firms right now. With the increased investment in hiring business development professionals to build upon marketing efforts, it’s essential to understand the different key performance indicators (KPIs) for…

Beginner’s Guide: How to Begin Developing KPIs for Your Firm

By Megan O'Donnell / June 16, 2023

Developing Key Performance Indicators (KPIs) is an essential part of measuring marketing success and aligning your efforts with business objectives. KPIs are critical in helping marketers and business leaders track progress, improve results, and achieve their organization’s goals. But with access to so much data at our fingertips, getting lost…

Seasoned Marketer: Five Out of the Box Recruiting Techniques

By Taylor Bartosiewicz / May 19, 2023

The accounting industry has been facing significant challenges in recruiting new talent, despite the growing demand for accounting professionals. According to the American Institute of Certified Public Accountants, fewer people are graduating with accounting degrees than in years past. The situation has been further compounded by the COVID-19 pandemic, which…

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Featured: Season 9 Episode 4

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.