The Capstone Community is a community of accounting firm managing partners interested in education and collaboration regarding CPA firm marketing, growth and client retention. To encourage accountability and execution each managing partner is encouraged to participate with another member of his/her firm.
Each Capstone Community will meet 13 times over a 15-month time period (no meetings in March or December):
June 2017: Setting Yourself Up for Success
July 2017: Create Your Firm’s Marketing Plan and Budget
August 2017: Niche Marketing
September 2017: Build/Work Your Referral Network and Small-Scale Mixers
October 2017: The Wide, Wide World of Websites and Getting Found Online
November 2017: Personal Branding
January 2018: Prepare for 2018 Tax Season
February 2018: Tax Season Marketing Ideas
April 2018: Client Satisfaction and Retention; Client Evaluation – Who to Fire?
May 2018: Enewsletters, Client Communications, and Content Marketing
June 2018: Technology: Apps and Tools to Increase Efficiency and Productivity
July 2018: Get Your Team Focused on Firm Growth
August 2018: Program Wrap-Up: Best Practices Learned
Jean Caragher gets things done. For CPA firms seeking to improve their marketing, Jean is the go-to resource for strategy and implementation. With 30 years of experience working solely with CPAs, Jean knows the challenges and opportunities firms face today. Her experience and knowledge, combined with her practical approach, help growth-focused CPA firms attract the best clients and talent. A well-respected industry specialist, Jean is an inaugural AAM Hall of Fame inductee, a multiple AAM-MAA award winner, and a CPA Practice Advisor Thought Leader. Prior to launching Capstone Marketing in 1998, Jean served as a CPA firm marketing director and association executive director. She has twice been named one of Accounting Today’s 100 Most Influential People in Accounting.