Practice Management

Accounting Recruiting Trends photo of Kristi Tarantelli and Ben Vasallo sitting at a table and smiling|Photo of Kristi Tarantelli

Accounting Recruiting Trends & Tips: An Interview with the Experts

By Sarah Stage / May 12, 2022

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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Illustration of an accounting marketer absorbing written marketing trends for accounting firms|Illustration of an accounting marketer absorbing written marketing trends for accounting firms|Graphical breakdown of Accounting Marketing Budget Increases in 2022|Graphical breakdown of Accounting Marketing Increase Demand for Services in 2022

2022 Marketing Trends for Accounting Firms | Insights from Growth Outlook Survey

By Elieen Monesson / April 14, 2022

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 - image of a pipeline in a wooded area|What IS marketing's role in the talent pipeline - image of a pipeline in a wooded area

So what IS Marketing’s Role in the Talent Pipeline?

By Amanda Sturdevant / April 12, 2022

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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Person pruning a plant representing marketing's role in culling clients|Person pruning a plant representing marketing's role in culling clients

Marketing’s Role in Culling Clients

By Tammy Farrell / April 5, 2022

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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Animated people completing a large DEI Accounting Firm Survey|Animated people completing a large DEI Accounting Firm Survey

Diversity, Equity & Inclusion Knowledge is Power

By Bonnie Boul Ruszczyk / March 2, 2022

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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What is Governance in ESG - picture of the framework of a house|What is Governance in ESG - picture of the framework of a house

What is Governance and What Role Can Marketing Play?

By Sammi Dittloff / February 24, 2022

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 High-Growth Firms Did to Set Themselves Apart - Image of arrows moving in all directions|Pandemic Uncertainty - What High-Growth Firms Did to Set Themselves Apart - Image of arrows moving in all directions

Pandemic Uncertainty: The 3 Keys High-Growth Firms Used to Navigate and Succeed in Unsure Times

By Association for Accounting Marketing / October 12, 2021

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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leadership buy-in for DEI represented by word bubble over abstract multi-colored faces|||||

Leadership Buy-In for DEI

By Sarah Stage / September 13, 2021

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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defining diversity

Defining Diversity, Equity & Inclusion Debrief

By Bonnie Boul Ruszczyk / July 29, 2021

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…

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Illustration of a person developing a client experience strategy|Illustration of a person developing a client experience strategy

What is your most successful client experience (CX) strategy?

By Christian Moises / June 22, 2021

Has your firm developed a client feedback program? Fundamentally, client experience (CX) programs help build a deeper connection between your employees and your clientele. Forming a CX program helps provide further insight into your services’ potential shortfalls, helps you better understand your client’s needs, and ultimately improves your client experience…

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Featured: Season 1 Episode 1

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.