CPA Growth Trends
Strategies, Tools and Knowledge to Grow CPA Firms
Webinars have become a cornerstone of modern accounting firm marketing. But as attendance grows and expectations rise, many firms are discovering that their old platforms can’t keep up. If your webinar process feels clunky, time-consuming, or disconnected from your growth goals, you’re not alone. In this episode of Amplify, Meg Hoevener,…
If you think the window to generate revenue from the One Big Beautiful Bill (OBBBA) has closed, it hasn’t. The headlines may have faded, but the firms that treated this legislation as a growth opportunity are still converting it into conversations, visibility and new work. In a recent AAM High…
When Cherry Bekaert flipped the switch on its redesigned website last year, the marketing team braced for the industry-standard dip in traffic that follows most major launches. Instead, the opposite happened: traffic increased, web leads climbed, and search visibility strengthened almost immediately. For a Top 20 accounting, advisory and tax…
Okay, let’s be honest — building an intranet is not one of the most exciting projects in the world. It’s a beast. Especially for marketers who are tech-savvy enough to be dangerous but nowhere near developers. So when my firm kicked off an ambitious 12-week overhaul of our intranet —…
One of my favorite projects this year has been the launch of the Forvis Mazars Alumni Platform. Launched in July, this new Alumni Network experience is a platform for our alumni and ambassadors that enables them to network, expand their industry influence and knowledge, and explore job opportunities. The platform…
When I look back at this past year, my favorite project – hands down – was the series of Client Appreciation Events my Firm hosted in October. These events were designed as a sincere “thank you” to the clients who continue to trust us as their advisors, and they ended…
In 2025, we recognized the need to migrate our proposal tools as a strategic marketing initiative for our firm. At Whitley Penn, a nearly 1,000-person, nine-office firm in Texas and New Mexico, we produce over 500 proactive proposals, pitch decks, requests for proposals and requests for qualifications in a year’s…
As accounting marketers finalize their strategies for 2026, many are turning to AAM’s Marketing Budget Benchmark Study to guide them on where to place their marketing dollars. More than any other year, this year’s research results saw clear differences in how the fastest-growing accounting firms fund and allocate their marketing…
In the ever-evolving world of accounting, growth and innovation are paramount. Lori Langholz, Chief BD Officer at BDO, and Evan Tierce, Chief Sales Officer at Baker Tilly share insights are not only enlightening but also actionable for accounting marketers and growth professionals.
Among AI tools available to accounting marketers, custom GPTs remain among the most resourceful and accessible. They provide users with AI-generated content and business insights based on a user’s needs and customized to the user’s firm without limits imposed by templates or, as with Microsoft Copilot, the documents and business…
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.