Practice Management
In professional service firms, opportunity is greatest for those that create growth. A truth for both firms and individuals. As Abraham Lincoln said, “The best way to predict the future is to create it.” Providing focused business development (BD) training early in someone’s career impacts the future of the business…
Historically, marketers within the accounting industry have not had to spend much time and resources getting involved with the client relationship. And why would they? Accounting professionals have long been successful with the traditional, relationship-based approach to client acquisition. Personal connections and the transactional nature of most engagements rendered an…
Like diversity, equity & inclusion (DEI), AI has its champions and skeptics, yet both are gaining significant traction in accounting firms. DEI initiatives aim at ensuring equity and opportunity, while AI is revolutionizing processes. In essence, both represent transformative forces, shaping the progression of the profession. Here’s how AI will…
The accounting industry is about to experience a revolution, and the action has already started to occur on several key fronts. According to three of Accounting Today’s Most Influential People in Accounting, major shifts in the accounting industry will reshape the profession, redefine the role of an accountant and bring…
Strategic planning is crucial for growth in the accounting and advisory industry. If you’re trying to achieve firm growth in 2023, you need to assess your external environment for threats and opportunities before identifying potential strategic actions. Challenges to Firm Growth in 2023 In 2023, accounting and advisory firms face several…
“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…
Emotions don’t belong in an accounting firm. Accounting is about numbers. It’s rational, orderly, logical. Emotions are irrational, messy, and they don’t follow rules of logic. “Emotional intelligence” is a buzzword. One of those feel-good, flavor-of-the-month initiatives cooked up by marketing and HR—irrelevant to the real work of serving clients…
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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.