CPA Growth Trends
Strategies, Tools and Knowledge to Grow CPA Firms
The business cycle has swung again toward firms’ top goals including recruiting and retention. So, as marketers always do, we pivot! It’s like you’re applying your broad skill to produce recruiting materials, show up on social media and maybe even participate in recruiting events. However, if you haven’t yet deployed…
Recruiting a Business Development Executive (BDE) into your firm has two parts: recruiting the right BDE for your firm culture and leadership and retaining that BDE to hold their engagement within your firm. A BDE is typically an experienced business development professional who has an outward-facing role in the firm,…
Women comprise about half of all staff in CPA firms. Yet, less than one-quarter of partners in firms are women. Why? It often comes down to business development. They progress to the level where they need to develop business and stop for a multitude of reasons. In today’s competitive staffing…
Nearly 400 accounting marketers, business developers and growth professionals attended this year’s AAM Summit in Salt Lake City. It was 2.5 days of learning, networking and making new friends because, really, accounting marketers tend to make fast friends! Here are some of the attendees’ best takeaways. Erica Reagle, Marketing Communications…
Today’s CPA marketing roles are expanding beyond traditional responsibilities with a shared focus on growth and revenue. We asked three accounting marketing professionals and members of AAM how they see their roles changing over the next few years and how they have advocated for their positions. 1. How has…
The accounting industry is about to experience a revolution, and the action has already started to occur on several key fronts. According to three of Accounting Today’s Most Influential People in Accounting, major shifts in the accounting industry will reshape the profession, redefine the role of an accountant and bring…
Strategic planning is crucial for growth in the accounting and advisory industry. If you’re trying to achieve firm growth in 2023, you need to assess your external environment for threats and opportunities before identifying potential strategic actions. Challenges to Firm Growth in 2023 In 2023, accounting and advisory firms face several…
Revolutionize your Strategic Planning for Sustainable Accounting Firm Growth with Season 2 of the Amplify Accounting Podcast – Powered by AAM Welcome to Season 2 of the Amplify Accounting Podcast This season on Amplify – the accounting podcast for firm growth, powered by AAM – you have access to a…
In today’s evolving business climate, it is imperative to understand the foundation on which your firm stands and to know where it is headed. Strategic planning is the foundation for growth and sustainability, and is an essential component of any accounting firm. Without a plan, the firm will likely struggle…
In this month’s articles of interest, I am sharing five books on strategy that you can utilize in strategic planning for your firm’s marketing. Although the links are to Amazon, they can also be borrowed for free at your local library or borrowed from online libraries like Hoopla. “The 12…
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.