In this episode, Chad and Ben Titus discuss the challenges accounting firms face in achieving growth, particularly the lack of visibility into data that drives results. They explore how CPA Grades helps firms leverage data for better decision-making, the role of AI in enhancing insights, and the importance of strategic marketing in identifying growth opportunities. The conversation emphasizes the need for clarity and confidence in making informed decisions based on data.

Takeaways

•Many accounting firms struggle with visibility into their growth drivers.

•Data often does not tell the full story for firms.

•CPA Grades provides clarity in decision-making for firms.

•Realization and efficiency are key triggers for firms seeking solutions.

•Larger firms face more data challenges than smaller ones.

•AI can unveil insights from complex data sets.

•Firms often rely on gut feelings rather than data for marketing decisions.

•Identifying service trends can lead to growth opportunities.

•Leveraging tax return data can enhance service offerings.

•Visibility into data is crucial for informed decision-making.

Links

Ben Titus

Email: btitus@todata.com

LinkedIn : https://www.linkedin.com/in/ben-titus-analytics

Accounting for Growth is the podcast for CPA firm leaders who know referrals aren’t enough. Hosted by Chad Person, founder of AccountingCMO and fractional CMO to high-growth accounting and advisory firms, each short episode features outside experts with fresh takes on how accounting firms can overcome inertia, unlock opportunity, and confidently scale.

In under 12 minutes, you’ll hear punchy, actionable conversations with marketers, data experts, technologists, and strategic advisors working at the edge of accounting innovation. Whether it's AI in sales, better positioning, or building a smarter pipeline, each guest brings a clear takeaway on how to drive meaningful, measurable growth.

Brought to you by AccountingCMO and powered by yorCMO, this podcast helps you rethink growth, without fluff or filler.

Ways to Tune In

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•Creator:

•Youtube: https://youtu.be/hhKDIkOpEmE

Fractional C-Suite Retreat is produced by Frost Media Group

Learn more at https://frostmediagroup.com