Welcome to CPA Growth Trends—your source for information, insights, tools and best practices to drive growth within an accounting firm.
Posts by Katie Tolin
Sales Tools that are Producing Results for CPA Firms
7 min read | December 17, 2021
The success of business development executives is directly related to the data they have at their...
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Relationships Trump Tasks
5 min read | May 19, 2021
When a new client joins your firm, this is the time to reinforce the fact that...
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Make Your Pipeline Part of Your Accountability Process
8 min read | April 28, 2020
Business development today looks different than it did just two months ago. The way you meet...
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Instituting a Pipeline Can Help Catapult Your Team to Success
1 min read | March 31, 2020
With increased competition in the accounting industry, more firms understand the need to infuse sales into...
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There Are Many KPIs that Gauge CPA Firm Growth
4 min read | March 20, 2019
Many business developers and growth professionals in CPA firms are responsible for driving the growth of...
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What Info Business Developers Need from their CRM System
4 min read | August 2, 2018
Many people view CRM as a reporting tool. It’s how your bosses keep track of what...
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