June 2024: Synchronization Through Communication

Hot Topic: What can firms do to continue aligning for action and demonstrating clear ROI for future brand visibility and business success? The AAM Biennial Compensation Survey Report is out now, offering insights and takeaways for all marketing/BD and firm leaders. Read some of the highlights in this article.

Beginner’s Guide: Between juggling tight deadlines, delivering incredible customer service and managing the day-to-day, effective team collaboration is not just a benefit for the accounting industry – it’s a necessity. In this Beginner’s Guide article, we will explore what the DISC assessment is, and more importantly, how the DiSC assessment can improve your team collaboration, your customer service and help with the day-to-day demands of your organization.

Articles of Interest: When it comes to working with accounting firm partners, effective communication is key to synchronizing efforts and ensuring that all parties see and contribute to your shared vision and goals. Check out five articles of interest on communicating effectively with your partners.

Seasoned Marketer: One of the keynotes at this year’s AAM Summit was “Collaboration in Action: Marketing and Firm Management,” presented by AAM Board President and Chief Operating Officer of Johnson Lambert Courtney Kiss and her Managing Partner, John Prescott. In their discussion, they talked about creating a collaborative relationship between marketers and firm leaders, as well as what matters to a managing partner from a marketing and growth perspective. Find out the top takeaways and how to implement them at your firm here.

Meet a Member: This month, we’re getting to know the 2024 AAM Rookie of the Year, Glen Carmichael. Check out our June Meet a Member to hear what strategies Glen’s team at YHB employs for working with partners.

Business Development: Of all the things that your business development professional should be doing, one of the most critical components to winning new business is adding them to your client journey. If you have a strong relationship with and understanding of the value a BD professional can bring to the table when it comes to inbound leads, the decision to involve them is not complicated. Check out this article to learn more.

May New Members: 

Anouck Plante, Demers Beaulne S.E.N.C.R.L.
Beckie Reilly, 20-20 Services LLC
Melissa Schiller, Barnes Wendling CPAs
Rachel Buford Lopata, Flegel & Company LLP