AAM Members Who Are Making The News...

Congratulations to our AAM members who are "making the news." Whether writing an article, featured in an article or winning awards, we're proud of all of you! Have some news to share with your fellow AAM members? Contact Us at AAM headquarters with your news. Be sure to include a high resolution photo if you have one.


julie
Vitberg LLC Opens for Business

Alan Vitberg, former AAM Board member and Director of Marketing for The Bonadio Group, a nationally ranked TOP 75 CPA firm, has opened a new consulting firm, Vitberg LLC. The new firm designs and implements innovative lead generation strategies and tactics, installs state-of-the-art inbound marketing programs, and help accounting and other professional services firms get a superior ROI from their investment in marketing and business development.

To read more on this article click here:
Vitberg Release - 2/24/2011

julie
AAM President Julie Tucek was named by Accounting Today as one of its Top 100 Most Influential People for 2009.

2009-2010 AAM President Julie Tucek was recognized as one of the top 100 most influential in 2009 by Accounting Today. “She is expected to take AAM to the next level this year, as the association has revamped it’s infrastructure in an effort to serve marketers even better than before.”

To read more on this article click here:
http://digital.webcpa.com/top100people/2009/
Please note, you’ll need to subscribe in order to view the full article.

Lisa Tierney
Lisa Tierney, President of the Philadelphia Chapter of AAM taped a two-minute segment on Executive Leaders Radio in Philadelphia, The segment will air Friday, January 22, 2010 from 10-11am, on WWDB/860AM…you can also hear it streamed live on their website, www.wwdbam.com at that time as well…Lisa has been invited to come back to speak to the host Herb Cohen for an entire show segment (45 minutes long) and bring some of her fellow AAMers with her on the next appearance. Great PR for the association as well as the members who participate.

atlanta business chronicle
Atlanta Business Article features Suzanne Verity, Erinn Keserica and Laura Snyder

The first thing companies look to cut amid a struggling economy is the cost of doing business. While some accounting firms have cut staff and eliminated marketing positions, othersare finding that resisting the urge to cut has its advantages.
clink here for more information

CPA Technology Advisor features Brian Swanson

Brian Swanson
, Partner at Visionary Marketing, was recently named one of the Top 40 Professional under 40 by the CPA Technology Advisor. The award honors young professionals who have made significant contributions to the accounting and tax preparation profession in a specific focus area.
Click here to read the article

Practical Accountant features Chris Perrino

Chris Perrino, business development director at Barnes, Dennig & Co. in Cincinnati, Ohio is featured in Practical Accountant magazine. The cover story, “Closing the Sale”, addresses the growing awareness that execution and follow-through with regard to leads for new business require a structured approach.
Click here to read the article
.


LMA's Strategies: The Journal of Legal Marketing features Matthew Boyle.

Matthew Boyle, director of marketing at MFA - Moody Famiglietti & Adronico is enhancing client service using technology and making a significant savings in time and money. To read how click here.

CCH's Journal of Tax Practice Management features Tracy Crevar Warren's Article, "Getting Top Marketing
Mileage from Mergers"

In light of an increase in the number of accounting
firm mergers, Tracy Crevar Warren looks at the role of
marketing leaders in facilitating and implementing a
merger and provides guidance on key issues that are
encountered by merging firms. Click here to read the full article.


CPA Leadership Report, a free bi-monthly newsletter for the accounting profession, Features Barnes' Article

The Successful State of Accounting Firm Marketing:
A View From the Inside
by Julies Barnes of Smith & Howard, PC, Atlanta, was featured in the May-June issue of CPA Leadership Report in response to the March-April article on the “dismal” state of accounting firm marketing. Julie and other marketing professionals point out that although the article addressed several valid issues that some accounting firms are facing, it failed to recognize the tremendous strides that have been made in accounting firm marketing. Click here to read the full article.


Rozycki, Patrick Author Articles for Professional Marketing North America Magazine

Testimonials build credibility into your marketing program and make your message more convincing to clients and prospects. That's the message that AAM member,
Lisa Rozycki
of Reinsel & Company LLP conveyed in an article for the April issue.

Ken Holcomb, CPA, and AAM member, Sam Patrick, Marketing Director, for Elliott Davis LLC, describe how to win at today's proposal process in the same issue.

For more information on the magazine, visit http://www.pmforumna.org/pages/Magazine.asp.


 

AAM's Fall 2003 Demographics Survey Results Are In

AAM's annual member demographics survey has yielded some interesting facts about the association's membership base. Click here to view the report.

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Intuit, Maker of QuickBooks features Crevar Warren in articles in the Practice Resources Section of Web site

Tracy Crevar Warren, 2003-2004 President of AAM, is featured in the Practice Resources section of Intuit's Web site in articles entitled Marketing Pro Tells All: How to Market Now and Through Tax Season and Marketing for CPA Firms under the Sarbanes–Oxley Act: Lessons Apply to Traditional Practices Too

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Web CPA features Crevar Warren in Industry Leaders Q & A

Tracy Crevar Warren, 2003-2004 President of AAM, was featured in the Industry Leaders Q & A special section of Web CPA. Warren answered questions on the evolution of AAM, what its goals are, and the biggest challenges ahead for the accounting marketing industry. Click here to read what Tracy had to say.

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AAM Featured in Japanese Magazine, Syriez

AAM and its members were recently featured in three issues of Syriez magazine, a Japanese publication distributed to 60,000 tax accountants in Japan.

Three delegates from Japan attended this year's AAM conference because restrictions on advertising for accountants in Japan have been lifted. The group wanted to learn from American and Canadian accounting marketing professionals.

The delegation was quite impressed with AAM and accounting marketing in North America and devoted several pages of articles and pictures on the subject.

AAM is in the process of having the articles translated, so stop back soon to read the coverage!

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Cover
photography by
George Reynolds

Patrick, Other AAM members, featured in July's Practical Accountant

Sam Patrick, director of marketing for the regional accounting firm of Elliott Davis headquartered in Greenville, S.C., was featured on the cover and in an article for the July 2003 issue of Practical Accountant. The article, Perfecting Your Proposal focuses on how some firms are using proposals in competitive situations, what's included in them, and how they are tracking the success of their proposal process. AAM members Erinn Keserica of Frazier & Deeter, Atlanta, Ga., Lisa Tierney, director of marketing for the Bala Cynwyd, Pa. accounting firm of Margolis & Company and Julie Tucek, marketing director of the accounting firm of Legacy Professionals, headquartered in Chicago, were also quoted in the feature article. Congratulations to all of them!

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Leisa Gill has the "Last Word" in Practical Accountant

AAM President, Leisa Gill, wrote a Last Word Column for the April 2003 issue of Practical Accountant entitled Blending and Blurring of Marketing & Sales. Leisa is the Director of Marketing for Lattimore Black Morgan & Cain, P.C., the largest regional CPA firm in Tennessee. The article highlights the evolution of both the marketing and sales disciplines in accounting firms and the different roles that marketers play within an organization. Congratulations, Leisa!

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Cover photography by Scott Dingman

Warren, "Targeted Testimonials" in Practical Accountant

AAM President, Tracy Crevar Warren, firm director of marketing and business development for the North Carolina accounting firm of Dixon Odom, was featured on the cover and in an article for the March 2003 issue of Practical Accountant. The article, Targeted Testimonials focuses on using client testimonials in a firm's marketing program. AAM members Lisa Rozycki of Reinsel & Company, Wyomissing, Pennsylvania, Jean Marie Caragher of Capstone Marketing, Marietta, Georgia and Brenda Sleeper of BDO Seidman, Boston were also quoted in the feature article. Congratulations to all of them!

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The Association for Accounting Marketing (AAM) is a national organization and is the only trade association of its kind that provides resources, education, seminars, workshops, support and a global network to the accounting marketing industry. Our membership includes accounting firm marketers from “Big Four” and other national, regional, local and sole proprietor firms. Others include sales and business development professionals, accounting partners, firm administrators, consultants, vendors, trade press, educators and students. Inherent in this mission is a focus on education and professional skills development to enable our members to add value to their firms and act as a compass for the rapidly changing competitive environment.

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