CPA Growth Trends
Strategies, Tools and Knowledge to Grow CPA Firms
In June 2024, Grassi, a leading advisory and accounting firm headquartered in New York City, launched a standout thought leadership initiative centered on its 2024 Construction and Architecture & Engineering (A&E) Industry Conditions and Outlook survey report. This comprehensive report focused on Grassi’s largest niche industries. Serving as the cornerstone…
1. Expert Guide to Thought Leadership in Marketing By Neil Patel What it covers: Defines thought leadership marketing and why it matters. Provides actionable tactics for building credibility and brand awareness. Emphasizes creating educational, non-promotional content that solves real problems. Why it’s useful: Great for marketers who want practical steps…
Professional services firms are producing more thought leadership than ever — but most of it never gets used in a meaningful way. Reports are posted, webinars are hosted, and podcasts are promoted… then they disappear. According to the Edelman/LinkedIn B2B Thought Leadership Impact Study, 64% of decision-makers say a company’s…
If you’re new to accounting marketing, you’ve probably heard the term thought leadership, but what does it really mean? In simple terms, thought leadership is about positioning your firm or its professionals as trusted experts who provide valuable insights about the industry. In compliance-heavy industries like accounting, trust isn’t optional…
Artificial intelligence (AI) has rapidly evolved from a futuristic concept into a practical, everyday tool for marketers. In the realm of content creation, AI can do far more than just generate text; it can help shape entire strategies, streamline workflows and enhance creativity. From researching and brainstorming new topics to…
Business development and growth-focused roles are increasingly central to the evolution of the accounting industry. As firms adapt to technological advancements, shifting client expectations and competitive pressures, these roles are becoming essential for sustainable growth. The following articles provide an overview of current trends and their impact. The Rise of…
In the competitive landscape of accounting, firm growth isn’t unintentional. It’s the result of a deliberate, coordinated effort. Yet, too often, the departments most critical to driving this growth—Business Development (BD) and Marketing—operate separately. This disconnect can lead to wasted resources, missed opportunities, and a diluted brand message. True growth…
Accounting firm marketers are being asked to do more with less, and technology is becoming central to how firms approach business development. From client intelligence platforms to proposal software, these tools can speed up workflows, sharpen targeting and give partners the data they need to win new business. But with…
Marketers love talking about personas. They’re creative, people-focused and help us imagine what matters to the individuals we’re trying to reach. But when you start working more closely with business development, you’ll hear another term come up: Ideal Customer Profiles (ICPs). ICPs may not sound as exciting as personas, but…
A common discussion within accounting firms centers around the integration of front end tech stacks like CRM and marketing automation and back-end systems like time and billing. Firms of all sizes have integrated and are seeing significant benefits to operational efficiency and growth initiatives. There were once significant operational challenges…
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.