Welcome to CPA Growth Trends-your source for information, insights, tools and best practices to drive growth within an accounting firm.
October 2023: Client Experience
Beginner’s Guide: The way a customer feels about their experience with your company can truly make or break your business. Learn what the client experience entails and how to start improving it in this article. Seasoned Marketer: Client experience is at the heart of any successful business. How your clients…
Business Development: Selling as an Act of Service: Using CX Principles to Drive BD
Author: Alyson Fieldman, RockIt Results Generating new business and expanding existing client accounts can often be stressful. In most firms, only a small subset of partners are typically interested in selling. Many partners find that selling is too highly competitive, only done on a golf course or just too overwhelming…
Meet a Member: Jade Reichling
JUST THE FACTS Name: Jade Reichling Title: Director, Client Experience Years of Experience: 18 College Name & Degree(s): Harvard University, BA with Honors in Sociology Firm Name: EisnerAmper Firm City & State: National, NY HQ, I’m located in Miami, FL Firm Size: Nearly 4,000 employees including 400 partners. Email Address:…
Articles of Interest: Client Experience
Are you launching a client experience program at your firm or looking to learn more about the client experience hype everyone is talking about? Look at these trending articles focused on client experience to learn more! The Client Experience: A Strategic Approach From Engagement To Retention This article focuses on the client…
Seasoned Marketer: 5 Do’s and Dont’s for Exceptional Client Experience
Client experience is at the heart of any successful business. How your clients perceive your brand, products and services directly impacts their satisfaction and loyalty. To ensure you’re delivering an exceptional client experience, consider these five dos and don’ts. DO’S Listen Actively: Do: Pay close attention to your clients’ feedback,…
Beginner’s Guide: Client Experience: What is it and Where to Begin?
Understanding Client Experience Client experience can be defined as the sum of all interactions and engagements a client has with your brand. It encompasses both tangible and intangible elements, including the quality of products or services, customer support, user interface, brand messaging and more. It is crucial to remember that…
AAM Virtual Conference and Upcoming Member Resources Center on Navigating the Future of Intelligent Technologies
Contact: Rhonda Clark Executive Director 859.494.1185 [email protected] AAM Virtual Conference and Upcoming Member Resources Center on Navigating the Future of Intelligent Technologies Marketers Can Learn How to Leverage the Power of Generative AI September 28, 2023 | Lexington, KY – The Association for Accounting Marketing (AAM) announced a series…
September 2023: How to Elevate Your Firm with the Right Data
Beginners Guide: Accounting marketers today have access to more data than ever before, and understanding how to use it has never been more essential. But how should you use data analytics as an accounting marketer and how can it benefit your clients? Learn more in this article. Meet a Member:…