Practice Management
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.
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…
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…
To recognize AAM’s 35th anniversary, this is the first in a series of articles from members sharing their career path and what that means for marketers of today. I landed in accounting marketing through luck and timing. After getting laid off from the office furniture industry and realizing my next…
And why “good service” isn’t going to cut it anymore In an industry where technical accuracy and trust are non-negotiables, accounting firms are finding it harder than ever to stand out. Most offer solid compliance. Many promise great service. So why are so many firms still losing clients or struggling…
If you’re a marketer in an accounting firm, your job is to make money for the shareholders. That’s the game. But how do firms actually make money? How do partners get paid? And why does understanding all of this matter for you? If you’ve ever pitched a great idea only…
Seasoned leaders can provide invaluable guidance for those aspiring to take on leadership roles or groom future leaders. Carla McCall, CPA, CGMA, Managing Partner of AAFCPAs and Chair of the AICPA shares a wealth of knowledge in leadership transitions, team building, and organizational development.
In a recent Association for Accounting Marketing webinar, Dan Mahoney, CEO of TruSight LLC, alongside Andy Jones, Founder & Managing Director of Private Equity Info, shared valuable insights on how data can be leveraged to enhance marketing efforts in the mergers and acquisitions (M&A) space. The webinar primarily focused on…
Crises are inevitable. In an increasingly interconnected world, where technology allows for instantaneous communication around the world, having an effective crisis communications plan can have real financial implications. Crises can range from dealing with difficult clients and internal conflicts to larger-scale issues such as cyberattacks and natural disasters. Marketers and…
Strong brands aren’t built overnight but crafted through consistent, exceptional performance. The genuine connection between the firm’s team and mission sets a brand apart. When employees deeply resonate with the firm’s values and purpose, their enthusiasm and dedication drive superior client service and sustained growth. This powerful synergy between employee…
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.