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Benefit from the Collective Strength of the Capstone Community

 

It costs 400% more to close an unreferred prospect vs. a referred prospect.

Source: The Rainmaker’s Toolkit

Join the Capstone Community and learn how to generate more referrals from your network.

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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):

  • Monthly one-hour group webinar/online meeting
  • Monthly one-hour individual coaching call

Download Capstone Community Brochure

Benefits of Membership

  • Limited to 10 firms of similar size
  • Members are geographically exclusive
  • Peer Capstone Community members
  • 24/7 access to the Capstone Community Library
    • Templates
    • Checklists
    • Videos
    • Monthly group meeting videos
    • Capstone Marketing eBooks
    • Recommended reading
  • A complimentary copy of The 90-Day Marketing Plan for CPA Firms: How to Create the Roadmap for Your Firm’s Growth

I'M INTERESTED!

Meet Capstone Community’s Founder and Facilitator, Jean Caragher

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.

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