Practice Management
“It takes 20 years to build a reputation and five minutes to ruin it. If you think about that, you’ll do things differently.” ~Warren Buffett Branding has always been instrumental to CPA firms, but it has not always been intentional. A firm’s brand was likely developed by chance over the…
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Recently I sat down with Kristi Tarantelli and Ben Vassallo of Insero Talent Solutions to discuss the current landscape of accounting recruiting, how it is changing, and how they’ve adapted. Here’s what they had to say: Sarah Stage: What trends are you currently seeing in accounting recruiting? Kristi Tarantelli: Overall…
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Has the pandemic had a lasting effect on operational, business development and marketing strategies or tactics for advisory and accounting firms? The third annual Growth Outlook for CPA Firms study by Inovautus Consulting, in collaboration with the Association for Accounting Marketing, found marketing trends for accounting firms are continuing to…
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What IS Marketing’s Role in the Talent Pipeline? A recap of March 2022 AAM High webinar If webinar attendance and feedback serve as proxies for topic interest, then this topic struck a chord with members, and we’re so glad. We had a great turn out (77% attendance rate) for the…
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Like many businesses these days, accounting and advisory firms are facing staffing challenges, shrinking capacity, and struggling morale. Becca Johns, director of practice growth at Rea & Associates, Inc. in Dublin, Ohio, said in the December 2021 AAM Business Development Roundtable, that reducing — rather than increasing — the number…
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As part of the AAM DEI committee and original co-chair of the initiating task force, I’ve been a part of many conversations around diversity, equity, and inclusion over the last two years. It is encouraging to see how some firms are embracing the idea of expanding their culture to be…
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If you feel like you’ve seen the term “ESG” pop up more lately, you’re not wrong. Google Trends has shown increasing search popularity in the term, peaking most recently at the end of January 2022. So, what does ESG mean? What is governance in ESG? And, most importantly, how can…
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Pandemic Uncertainty – What Set High-Growth Firms Apart? The September 2021 AAM Webinar featured a panel of speakers including Nadine Leighton, LexisNexis InterAction’s global marketing leader, Lee Frederiksen, managing partner of Hinge, and Suzanne Reed, CMO for the LBMC Family of Companies. The panel reviewed the findings of the Marketing…
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Next up in AAM’s series of Diversity, Equity, and Inclusion trainings is a session dedicated to leadership buy-in for DEI. (If you missed our last training, check out our debrief on Defining Diversity, Equity & Inclusion here.) Now that we have some common language and vocabulary to discuss DEI, our…
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I want to thank everyone who attended AAM’s Defining Diversity, Equity & Inclusion training in late June. It was an honor to present this information to so many people, and I appreciate all the positive feedback and questions I have received. I also must give a shout-out to everyone on…
Read MoreWelcome to CPA Growth Trends — your source for information, insights, tools and best practices to drive growth within an accounting firm.
Compensation Changes in Accounting Firms – Intersection of HR & Marketing with Andrea Sardon, PBMares
with Andrea Sardone from PBMares
Join host Mike Jones with Andrea Sardone from PBMares as they discuss the changes in compensation within the intersection of marketing and accounting in accounting firms.