Welcome to CPA Growth Trends—your source for information, insights, tools and best practices to drive growth within an accounting firm.

Magic of Courageous Cross-Servicing

The Magic of Courageous Cross-Servicing

By Judy Bodenhamer | June 16, 2021

When talking to professionals about the importance of cross-servicing, you are likely greeted with a series of reasons why it can’t get done: “I don’t have enough time.” “I’m too busy.” “I didn’t get my degree to sell.” “The client is happy.” “I don’t know how to have that conversation.”…

Steps to Cross-Selling

6 Starter Steps to Cross-Selling (or Cross-Servicing) Your Clients

By Emily Taibl | June 16, 2021

When you are starting out in the accounting marketing profession, figuring out ways to drive new business at your firm can be tricky. Finding ways to contact and nurture cold prospects is daunting. Instead, cross-selling is an often underutilized strategy that can bring in revenue and help you effectively hit…

defining diversity, equity, and inclusion debreif, text on dark background with tree made up of multi-colored finger prints

Q&A with Bonnie Buol Ruszczyk on Defining DEI

By Sarah Stage | June 15, 2021

Defining DEI is an important step to enabling meaningful conversations within your accounting firm. We sat down with Bonnie Buol Ruszczyk, the founder and owner of bbr companies, to discuss her upcoming training on Defining Diversity, Equity & Inclusion, June 22, 2021 from 2:00 PM to 3:00 PM ET. This…

Person texting about their client experience

Innovative Tactic for Improving the Client Experience

By Bonnie Ruszczyk | June 14, 2021

What is the most innovative (or surprisingly effective) tactic for improving the client experience (CX)? Improving the Client Experience by Asking Questions Arianna Campbell, Boomer Consulting, Inc. ([email protected]): When looking to improve CX, we sometimes forget the most important part: what the client wants and values. Uncover new opportunities to…

Q&A with Becky Livingston

Q&A With Becky Livingston

By Mathew Conlin, CF APMP | May 31, 2021

How are you approaching client service in a work-from-home world? We talk a lot about marketing personalization. The accounting industry created an unprecedented amount of content last year, for both businesses and individuals. To keep audiences engaged, we need to go beyond the basics of, “Here’s a regulation and here’s…

FAQs Regarding the .CPA Domain

By Craig Browning | May 28, 2021

Over the past month AAM has hosted a series of TalkAbouts to help you navigate the new . dot cpa domain. We talked to a group of subject matter experts about branding, different types of web properties and SEO, as well as provided case studies with two different firms who…

Does Client Experience Impact Buying Decisions

Does Client Experience Impact Buying Decisions?

By Heather Kunz | May 24, 2021

Is client experience a deciding factor for prospective clients as they consider engaging a new accounting and advisory firm? It seems like a simple question, but marketers and business developers have long struggled to accurately and definitively define the role CX plays in client acquisition. Some of the trouble stems…

ideas for client onboarding

6 Out-of-the-Box Ideas for Client Onboarding

By Rachel Pompeani | May 19, 2021

The client onboarding process is crucial in the accounting services industry. What differentiates your firm from the competition should be the level of service provided to the client. So, what exactly is client onboarding? Client onboarding is the process of bringing in a new client, welcoming them to your firm,…