CPA Growth Trends

Strategies, Tools and Knowledge to Grow CPA Firms

AAM Summit 2018 - CPA Firm Marketing

Client Empathy Mapping

By Ryan Suydam / March 13, 2018

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…

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AAM Accounting Marketing Conference

How to Create a Strong Corporate Culture

By Kim Woirhaye-Reid / March 7, 2018

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…

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CPA Firm Business Development

An Exercise in Reflection – A Closer Look at LinkedIn Personas

By Caren Rodriguez / February 28, 2018

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…

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CPA Firm Marketing|business development for accountants

AAM Environmental Scanning Council Shares Thoughts on Differentiation

By Kristen Lewis / February 22, 2018

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.”…

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CPA Firm Business Development

‘Blue Moon’ Client Service

By Mitch Reno / February 21, 2018

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…

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CPA Firm Business Development

Busy Season Growth

By Kristen Lewis / February 14, 2018

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…

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Engage Accounting Marketing Conference

Aligning Sales and Marketing in a Rapidly Evolving Market

By Ian McManis / February 7, 2018

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…

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CPA Firm Business Development

Managing Your Firm’s Pipeline Process

By Katie Tolin / January 31, 2018

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…

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AAM Awards Season

Why Your Marketing Team Should Aim to be Award-Winning

By Melissa Brogan / January 25, 2018

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…

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Coins Plant

A BDEs Role in Pipeline Management

By Katie Tolin / January 24, 2018

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…

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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.