Posts Tagged ‘business development’
How to Involve New CPAs in Growing Your Firm
It’s no secret most accounting firms are facing partner succession and will continue to do so for years to come. The most common area of concern is how to involve new CPAs in your firm’s growth activities. The short solution is young staff members should be involved in anything that will help them learn the…
Read MoreBusiness Development and Sales Aren’t Scary (When You Break Down the Process)
It’s well known throughout the accounting and advisory industry that business development and sales terrify accountants, who also are quick to say it’s not what they were trained to do. The reality is number manipulation, which is what accountants do best, is the fundamental building block for sales. Once the framework of sales is broken…
Read MoreAccounting Firms that Invest in Technology and Virtual Communication Likely to Come Out Ahead
After nearly a year of dealing with the pandemic and all the changes and challenges that came with it, accounting firms were asked in the Inovautus and Association for Accounting Marketing Growth Outlook Survey about their investment outlook into marketing and business development (BD) activities. The pattern in survey responses showed that a correlation…
Read MoreTop 4 Trends Shaping Accounting Firms in 2021
The unique challenges of the COVID-19 pandemic have created what will be lasting changes for accounting firms in regard to business development and marketing. For many firms, these events forced a faster evolution of marketing than they expected or planned for. Firms of all sizes made adjustments, adding or amplifying marketing and business development activities,…
Read MoreCPA Profession Is Shaken but Poised for Opportunity Despite COVID-19
Most organizations, including accounting firms, are facing a new business environment. The world looks very different than it did earlier this year when many firms were planning their 2020 projects and budgets. Inovautus Consulting, in collaboration with the Association for Accounting Marketing, conducted a survey to learn more about the marketing and growth outlook…
Read MoreAre Your Vision and Strategy Steering Your Ship?
Now more than ever, your firm’s vision and strategy are being tested. Like a rudder, your firm’s vision and strategy steers the ship in both sound and stormy weather, keeps the focus where it’s needed, and steadfastly moves your firm toward its goals. In times of crisis and uncertainty, there are many opportunities to get…
Read MoreWhat Does a Crisis Reveal About Your Business Development Skills?
A common turn of phrase is that a crisis reveals our character in how we respond. While that may be true in some respects, I believe what a crisis actually uncovers is how effective we are with our skills. The question is, what is this crisis revealing about your CPA firm’s business development (BD)…
Read More4 Bold Ideas for Growth from AICPA ENGAGE
Conference season is a great time to meet with the boldest and brightest minds in our profession. AICPA ENGAGE 2019 was no exception. This year, conference speakers wowed me with their ideas around accounting firm innovation, growth, and evolution. Below is a snapshot of my top takeaways with some practical advice. Recruitment In her…
Read More3 Ideas to Amplify Your Business Development Efforts
The annual Association for Accounting Marketing Conference is always a hotbed of great ideas and this year’s gathering was no exception. We learned great concepts for business development from professionals across the accounting profession, and we’d like to share them with you! Here are 3 ideas to amplify business development in your accounting firm. Ask…
Read MoreSpotlight on Business Development with Maureen Moraccini of Gordon Advisors
Everyone with a widget to sell or a client to serve has an idea of what business development looks like or should look like. Many see rainmaking activities as a uniquely external endeavor, with activities that are better suited for extroverts. Some have heard rainmaking terms but have never seen them put into practice –…
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