CPA Growth Trends
Strategies, Tools and Knowledge to Grow CPA Firms
2018 AAM Summit – Think Fresh! Pre-Conference Post Have you ever wondered, “What can I do in less than half a day that, more than almost anything else, will transform my firm’s way of thinking, create awareness, build value, and focus my team on improving our clients’ experience?” If you’re…Read More
Corporate culture is quickly becoming the cornerstone of the modern business world. It’s one of the top questions recruiters face and the deciding factor for many young professionals. There’s something about going casual for a cause, or volunteering that brings out the best in people. While these are great ways…Read More
By: Caren Rodriguez Recently I was invited to speak to an audience of industry financial professionals on the topic of “social media.” No small task for a subject that immense. Thankfully, the organizers granted mercy upon me and we were able to narrow the social media topic down to one…Read More
AAM’s Environmental Scanning Council is continuing in their mission to share insights on future trends and important industry developments with the association. The Council’s second recorded webcast panel is now available for listening. In this episode, the Council takes on the topic of “Differentiation – How to Be Truly Different.”…Read More
How to Avoid Providing Clients Good Service Once in a Blue Moon By: Mitchell Reno, Principal and Director of Client Experience, Rehmann You’ve heard the cliché for years… “once in a blue moon.” What’s it mean? Well, we haven’t had a blue moon lunar eclipse in 150 years. Thus, they…Read More
By: Kristen Lewis Can you feel it coming? Once the holiday decorations finally come down, we’re only a few weeks away from deadline-enforced marketing barriers going up. That’s right – tax season is nigh! As firms begin the annual race against the clock to get as much done as possible…Read More
By Ian McManis, Barnes Dennig When it comes to innovation by sales collaboration, the ideal goal is perfect alignment. Improving the understanding of who your target market is, and how to enhance interaction between marketing and sales, is the key to speeding up the sale cycle. In a past…Read More
By Katie Tolin, CPA Growth Guides Your pipeline is a document that inventories all open and active pursuits that are occurring across the firm at a given point in time. A document alone won’t produce the results you desire. You need a process to review the pipeline to address next…Read More
By: Melissa Brogan It’s award time in Hollywood. As stars put on their best attire to walk the red carpet, they are gathering together to solute what’s great about what they do. Winning a statue can boost their credibility and can push their careers in totally new directions. The same…Read More
By Katie Tolin When it comes to pipelines, as well as leading opportunities, business development executives (BDEs) have different roles. Some BDEs participate in the process like every partner in the firm; they show up and report their progress when asked. Others are only responsible for managing the sales process…Read More
Welcome to CPA Growth Trends — your source for information, insights, tools and best practices to drive growth within an accounting firm.
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.