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Jean Marie Caragher is president of Capstone Marketing, providing marketing consulting services to CPA firms. She is the author of The 90-Day Marketing Plan for CPA Firms: How to Create the Roadmap for Your Firm’s Growth and Gear Up for Growth: The Marketing Trends Manual for Accountants. For more information contact her at 727.210.7306 or jcaragher@capstonemarketing.com.
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June 8, 2021
Adding and retaining new clients remains a top priority for most CPAs and accountants. Niche marketing remains the most effective strategy to do so. This has become even more apparent since the pandemic. Clients in every industry have been impacted and...
March 9, 2021
Many CPA firms conduct annual retreats to keep them on track. With the pandemic, more firms need to consider holding a retreat to help them prepare for their future. Taking into account what we’ve learned over the past year, here are five reasons to ...
October 16, 2019
What is branding, really? It is often misunderstood and associated with huge dollar investments – or it is thought to be simply redesigning a firm’s logo or meant for only large accounting firms. None of this is correct. Brand development is a strategy that can be used by CPA firms of all sizes because it...…
April 29, 2019
If you’re like most small firms your marketing activities were placed on the back burner while you studied the TCJA and translated the new law for your clients this tax season. Take a breath – or a well-deserved vacation – and then dust off your marketing
