Welcome to CPA Growth Trends—your source for information, insights, tools and best practices to drive growth within an accounting firm.
What Prospects Really Want from Accounting Firms
Due to the COVID-19 pandemic and rapidly changing regulations, traditional approaches to connecting with prospective clients have become less effective. Fortunately, a recent Hinge Research Institute’s study, Inside the Buyer’s Brain: Accounting and Financial Services Edition, researched what buyers and sellers find important in a client relationship. The findings provide…
The New Prospect Experience
Not long ago, the changes to the workplace brought on by COVID-19 were viewed as a temporary adjustment. Now, as firms settle into the reality of the new normal, they need to shift their sales strategy to embrace technology and an agile approach to prospecting. Here are three keys to…
How to Keep That Personal Touch with Clients During the COVID-19 Crisis
First of all, take a breath and realize that we are all in this together! There are many tips and tricks that you can follow to help strengthen your client relationships, and many you may already be doing. It is important to remember that during this pandemic, companies who lead…
Managing Client Expectations During COVID
This past year has certainly been a challenge. While marketers and business developers are always focused on managing client expectations, it is particularly important during the pandemic. Here is how some of your fellow AAM members stepped up to the plate during this incredibly busy time. Building Client Relationships After…
What Does it Take to be the “Best of the Best” Accounting Firms?
Every accounting firm has its own formula for getting ahead but reaching the very pinnacle of this highly competitive profession requires certain key characteristics and attributes. With two decades of naming ‘Best of the Best’ accounting firms, IPA Publisher Mike Platt is armed with data that tells the story of…
Remote Collaboration Tools During COVID-19
The COVID-19 work environment has changed the way we collaborate with colleagues, perhaps forever. As firms adapt and make use of new technologies, they also are becoming more adept at using them. Several professionals spoke about remote collaboration tools they have adopted to maintain connections with their teams and clients. The…
Expanding Advisory Relationships: The Bowtie Model
Accountants and other professional service providers traditionally have built their practices on the merits of individual relationships within their client organizations. However, expanding advisory relationships to include more people, leads to more success long-term. Business owners and top executives place significant trust in their advisors to address critical business needs.…
Making the most of your website during COVID-19
What to consider with your website during COVID-19 COVID-19-related quarantines and office closures have resulted in significant increases of daily screen time on computers, tablets and cellphones for most professionals. People are relying on websites more than ever for their first impressions of companies with which they consider doing business…