CPA Growth Trends
Strategies, Tools and Knowledge to Grow CPA Firms
The synergy between partners, marketing and BD can be powerful. It is playing out in some unexpected ways as the roles of marketing and business development (BD) continue to evolve, particularly in firms that think in terms of long-range planning. In many of these firms, marketing and BD are included…Read More
According to a survey of 7500 accounting clients conducted by CPA consultants L. Harris Partners, two out of five respondents do NOT find their accounting firm to be unique. After all of the time and effort invested in marketing, most firms are still not clearly presenting their unique selling proposition…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.