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
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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Tips for Coaching a Partner Through a Sale
3 min read | March 14, 2018
By Katie Tolin, CPA Growth Guides Accounting marketers and business developers often find themselves in...
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