Engineering Growth, Ensuring Viability

Categories

Five Timeless Questions that Every Managing Partner Should Know About Their Firm’s Marketing Efforts

Five timeless questions that every managing partner should know about their firm’s marketing efforts

As a managing partner, you are busy running a professional services firm. You are playing a constant game of whack-a-mole, triaging incoming requests, juggling the many demands on your time. You understand that marketing, when done well, is far more than a business enablement tool — it can be a strategic driver of success and growth for your firm.

Read More...

Mastering a Sales Organization in a CPA & Advisory Firm: Insights from Mark Burnette at LBMC

Mark burnette Interview Image

In our ongoing pursuit of understanding how culture impacts sales organizations within the realm of accounting firms, we had the privilege of engaging in a conversation with Mark Burnette from LBMC. As part of the LBMC team, we gained valuable insights into the firm’s innovative approach to sales and growth, particularly in the advisory &…

Read More...

Is Your Firm Achieving Digital Growth?

A look at your firm’s digital growth journey. (Last Updated August 8, 2023) Some accounting firms have committed to digital transformation, spending the last five, even 10 years adopting new technology and creating a digital-friendly environment. While firms like that exist and are arguably leading the market, many firms have barely even begun. The COVID-19…

Read More...

Closed Loop Reporting Between Partners and Growth Teams

Closed Loop Reporting

If your firm isn’t growing, it’s dying.  The accounting industry is becoming dramatically more competitive as waves of private equity capital flow into firms across the nation. Regional and niche firms are being swallowed by larger firms looking for new growth levers. Firms backed by PE are investing aggressively in building out advanced digital marketing…

Read More...

Why is Digital Strategy Important?

digital strategy

(Page Updated on August 14, 2023) There is no shortage of buzz around the idea of a digital strategy in 2023. Firms are being encouraged on all sides to “embrace digital” as part of their 2024 budgets. It is important to understand why. Why is Digital Strategy So Important? Digital is the platform with which…

Read More...

An Introduction to AI for Accounting Firm Marketers

AI

Since early 2023, one topic has been top-of-mind for all marketers: Artificial Intelligence. AI will upend the way that many marketing teams operate, bringing changes to all kinds of marketing tasks: from email outreach to creating blog posts.  The coming years promise to be a disruptive yet fascinating time for marketers. Change is inevitable, but…

Read More...