AAM MINUTE
February 2026: Digital and Data: Your Firm’s Growth Duo
Seasoned Marketer: In accounting firms, CRM success rarely happens overnight; it evolves from basic adoption to strategic intelligence. In this month’s Seasoned Marketer article, Jeshanah Fox, Director of Marketing and Strategy at Brown Plus, shares how her Firm’s CRM approach has matured over the past eight years since its launch, what she would do differently and what accounting marketers should prioritize if they want their CRM to become a true growth engine.
Hot Topic: With our billable professionals in full busy-season mode, now’s the moment for marketers to focus on those projects that never quite make it to the top of the list. Check out this article for five ideas “April you” will thank you for.
Beginner’s Guide: With mergers and acquisitions, there are a million moving parts. But one area that often gets overlooked until it’s too late is digital. Here’s a practical checklist to guide you through the post-M&A digital cleanup and merging process. This is a roadmap for those who may be experiencing M&A for the first time (or the first time in a while).
Business Development: Cross-selling doesn’t fail because partners don’t care—it fails because they lack context. This article explores the specific data partners actually want to see before starting a cross-selling conversation, including the website behaviors that signal real client interest. Learn how leading firms use simple, client-level engagement insights to improve timing, confidence, and relevance—without making cross-selling feel forced or sales-driven.
Meet a Member: Anna Clyburn is the digital marketing specialist at Brown Edwards and a speaker at this year’s AAM Summit in Palm Springs. Learn more about Anna and her digital marketing and CRM strategies in this month’s Meet a Member.
January New Members
Alastair Beddow, Meridian West
Amy Bucklin, Carr, Riggs & Ingram
Anne Margarette, Aquilera JLK Rosenberger LLP
Beverly Lewis, Carr, Riggs & Ingram
Brandy Vannoy, Johnson Lambert, LLP
Calvin Scott, Avail CPA
Chad Pinson, Carr, Riggs & Ingram
Chanelle Bossert, Wright Ford Young & Co.
Christian Gleba, Porte Brown LLC
Clara Bush,Katz, Sapper & Miller, LLP
Colin Kendall, SC&H Group
Danielle Vasquez, WilkinGuttenplan
Dawn Raciti, Carr, Riggs & Ingram
Dylan Smith, Propense.ai
Eliza Quigley, Meriwether, Wilson & Company, PLLC
Gabriella Rinehart, SEK, CPAs & Advisors
Jason Hendrix, Resound
Jay Rammes, Barnes Dennig
Jenna Jordan, Wipfli, LLP
Jennifer Brown, Frazier & Deeter, LLC
Jessica Emanuel, Seed Light Ventures
Jordan Marshall, Perkins & Co
Kathryn Miller, EisnerAmper
Kayci Spandau, McGuire Sponsel
Kelli Visser
Laura Reihart, Carr, Riggs & Ingram
Lilyana Hilaman, Carr, Riggs & Ingram
Lindy Willis, Katz, Sapper & Miller, LLP
Liza Calderon, Chazin
Luke Jenkins, Propense.ai
Mallory McClendon, Wipfli, LLP
Marc Feigelson, Kaufman Rossin
Marette Flora, Mowery & Schoenfeld
Michael Tilka, McGuire Sponsel
Noa Levin, Frazier & Deeter, LLC
Ross Lindhout, Rehmann
Sara Allen, RelPro, Inc
Sara Wasiuta, Smythe LLP
Sean Evans, Sorren
Shelby Head, HCVT
