CPA Growth Trends
Strategies, Tools and Knowledge to Grow CPA Firms
PR and the Accounting Firm: Why Media Relations Is Already Part of Your Marketing Strategy As a marketer, your attention is probably focused on tasks such as building your firm’s digital presence, nurturing existing client relationships and working in your CRM to track prospects through the pipeline. Public relations (PR),…
When a crisis hits, professional services firms don’t get extra credit for improvisation. You fall to the level of your preparation—governance, playbooks, communication channels and decision frameworks you put in place long before anyone smells smoke. In 2026, the stakes are higher: cyberattacks are countless, audit regulators expect more transparency,…
Why Traditional Public Relations (PR) Measurement Falls Short Traditionally, “PR” in the accounting world has meant placing a press release or securing a media mention — a merger, expansion, promotion or award win — to boost brand recognition and credibility. And when leadership asked for the return on that monthly…
Private equity’s expanding presence in accounting has elevated a once-technical issue into brand strategy territory: when and how professionals may publicly use the CPA license in PE accounting firms.
Imagine a 1950s housewife, staring at a television ad for a machine that would wash dishes automatically and could be easily installed in her kitchen. It promised speed and convenience. It also provided facts and benefits such as: Washes up to 62 dirty dishes, plus glasses and flatware Costs less…
Alligator or Wolf? When developing a print ad campaign for a Minnesota CPA firm that is trying to gain visibility in the Florida business community, would you choose an alligator or a wolf as the primary image? Maybe neither. It depends on the message. However, a wolf image in a…
Across the accounting profession, the pace of consolidation, private equity investment, and service expansion is accelerating. In response, many firms are rethinking how they organize for growth. The Wall Street Journal recently highlighted this shift, noting that the industry is entering a period defined by mergers, capital infusions, and competitive…
Cross-selling is one of the most talked-about growth strategies in accounting firms—and one of the most unevenly executed. Most partners understand its importance, yet many still rely on instinct rather than insight to decide when and how to introduce additional services. Data doesn’t replace relationships in cross-selling. Used correctly, it…
With mergers and acquisitions, there are a million moving parts. But one area that often gets overlooked until it’s too late is digital. By digital, I mean all the online assets that represent your firms: websites, social media accounts, Google Business profiles, email platforms, CRMs, analytics and even paid ads.…
Busy season: our professionals vanish into piles of workpapers and travel into the trenches of SurePrep, Outlook slows down (maybe 5%?), and suddenly we can hear our own thoughts for a few extra hours a week (unless you live in Proposal Land, where the marketers never rest). It’s magical…this is…
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.