Welcome to CPA Growth Trends-your source for information, insights, tools and best practices to drive growth within an accounting firm.
Spring 2023 Growth Strategies
Industry Leaders Predict Major Shifts Are on the Horizon The accounting industry is about to experience a revolution, and the action has already started to occur on several key fronts. The Evolving Role of Marketers: From Tactician to Strategist Firms need both strategic and tactical marketing talent to achieve their…
Beginner’s Guide: Simple Ways to Keep Staff Involved in Marketing and BD During Busy Season
“Let’s wait until after the 18th.” It’s a phrase we are all familiar with during the height of the busy season. It can be frustrating as an accounting marketer to put everything on hold, especially during a time when the most people are interacting with your brand. So, what are…
Seasoned Marketer: Marketing’s Role in the Difficult Conversations
Difficult conversations can be painful. Today more than ever, accounting firms are taking a real hard look at their clients and becoming even more selective on the ones they onboard. Most firms are struggling to maintain enough staff to handle their current client base while still having goals for continued…
March 2023: How to Capitalize on Marketing in an Economic Downturn
Beginner’s Guide: “Let’s wait until after the 18th.” It’s a phrase we are all familiar with during the height of the busy season. It can be frustrating as an accounting marketer to put everything on hold, especially during a time when most people are interacting with your brand. This article…
Articles of Interest: Providing Value During a Time of Economic Uncertainty
Keep the Marketing Engine Humming Amid Economic Uncertainty During unpredictable times, how should your firm adjust its strategy and approach to marketing? Read more to learn how marketing leaders can maintain momentum and how they can work to ensure the external perception of their organization remains stable. Having a clear…
Infographic: Four Tips for CX in an Economic Downturn
We have four tips to maintain a positive client experience (CX) during an economic downturn. Here they are: 1. Practice conversational service by actively listening to your clients and showing empathy for their needs. According to Sharpen CX, customers who have a positive emotional experience are more six times more…
Business Development: Selling on the Verge of a Downtown
Written by: Art Kuesel Robust pipelines, high fee quotes, escalating minimums, stringent qualification questions and new client waiting lists. This has been the definition of new business development at many CPA firms for about the last year. For many firms, it reflects an about-face from what they knew and experienced…
Meet a Member: Jaimi Koechel
Jaimi Koechel, Director, Marketing – Baker Tilly US, LLP JUST THE FACTS: Name: Jaimi Koechel Title: Director, Marketing Years of Experience: 20 College Name & Degree(s): Arizona State University West – Bachelor of Applied Science, Communications Firm Name: Baker Tilly US, LLP Firm City & State: Chicago, IL Firm Size:…