Clients
Mastering a Sales Organization in a CPA & Advisory Firm: Insights from Mark Burnette at LBMC
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 MoreDigital Deep Dive Summit 2023: A Recap
Last month saw the return of the popular Digital Deep Dive Summit: the only digital summit created exclusively for accounting firms. Held in Atlanta, GA, the completely sold out conference brought together digital leaders from dozens of the nation’s top accounting firms. Participants heard from a variety of industry experts and discovered actionable strategies to…
Read MoreGetting Started with a Client Experience Program
As a marketing consultant who works with high-growth accounting firms, I hear the term “clientexperience” or CX for short, with increasing regularity. While 5 years ago this term was littleknown or understood, our profession has quickly come to see that CX can be a strategicdifferentiator in a crowded, competitive marketplace. High-growth professional services firmsare investing…
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