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
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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Tips for Coaching a Partner Through a Sale
4 min read | March 14, 2018
By Katie Tolin, CPA Growth Guides Accounting marketers and business developers often find themselves in...
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Managing Your Firm’s Pipeline Process
3 min read | January 31, 2018
By Katie Tolin, CPA Growth Guides Your pipeline is a document that inventories all open and...
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