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):
Setting Yourself Up for Success
Create Your Firm’s Marketing Plan and Budget
Build/Work Your Referral Network and Small-Scale Mixers
The Wide, Wide World of Websites and Getting Found Online
Prepare for 2018 Tax Season
Tax Season Marketing Ideas
Client Satisfaction and Retention; Client Evaluation – Who to Fire?
Enewsletters, Client Communications, and Content Marketing
Technology: Apps and Tools to Increase Efficiency and Productivity
Get Your Team Focused on Firm Growth
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.