AAM MINUTE
March 2025: Data and Metrics

Beginner’s Guide: Tracking business development isn’t easy, but the right KPIs can make all the difference. In this article, Bob Silvy explains how measurable goals help accounting firms make better decisions, improve accountability, and drive sustainable growth.

Seasoned Marketer: Marketing for an accounting firm often means juggling a mountain of data. From website analytics and CRM databases to survey responses, the sheer volume of information can feel overwhelming. But here’s the good news— data can easily become actionable insights with the help of AI. In this article we will detail how to use AI to uncover trends within a variety of data.

Business Development: This article explores how professional services firms leverage data across various aspects of their BD activities, from understanding their existing client base to predicting future revenue and refining their outreach efforts.

Articles of Interest: This month’s Articles of Interest provides insights on data/metrics and measurement tools, trends and analysis. Learn more how your firm can utilize these tools and capitalize on these trends to drive smarter decisions, demonstrate value and fuel sustainable success.

Meet a Member: Andrew Reed is the Digital Marketing Manager at UHY. Learn more about Andrew in this month’s Meet a Member.

 

February New Members

Aaron Frank, Miller Kaplan
Brelyn Harris, Melton & Melton, LLP
Carl Greenaway, HBK CPAs & Consultants
Chris DiPietro, Mole Street
Chris Lee, HBK CPAs & Consultants
Dan Mahoney, HBK CPAs & Consultants
Emily Roberts, Dean Dorton
Ian Solomon, Aldrich CPAs + Advisors
Jamie Santos, Miller Kaplan
Jean Geselius, Conway, Deuth & Schmiesing, PLLP
John Weems, BPM LLP
Julianna Joyce, Tonneson + Co
Kaitlynn Dailey, HBK CPAs & Consultants
Lindsay Tomanelli, Rare Karma
Michael Hoover, Bennett Thrasher, LLP
Michelle Lowrey, HBK CPAs & Consultants
Natalie Rubino, Prager Metis
Nicholas Makay, HBK CPAs & Consultants
Olive Rose, ClearlyRated
Peggy Brown, Eide Bailly, LLP
Robert Duffield, McKonly & Asbury
Ryan Corcoran, Grassi
Sam Fredland, HBK CPAs & Consultants
Serena Felix, RKL LLP
Shianne Wendt, Maner Costerisan
Stacie DeJesus, RKL LLP
Stephen Banbury, ClearlyRated
Wayne Bartholomew, HBK CPAs & Consultants