[workshop] upgrade your client base to optimize profits, june 8

join 卡塔尔世界杯常规比赛时间 contributor jean caragher as she takes you step-by-step to upgrade your client base to optimize profits.

you will walk away with specific action steps to optimize profits by retaining your best clients, generating more “a” clients, and transitioning out your worst clients.

“how to upgrade your client base to optimize profits”

thursday, june 8, 2023
1 pm – 2:40 pm et
early bird price: only $99
(until midnight june 5, then $149)

register now

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exclusive 卡塔尔世界杯常规比赛时间 savings:
save 20% with codepro20

can’t attend on june 8? register anyway to access the workshop recording and all deliverables.

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lessons from bob, the pool guy

how to cut clients, raise prices, earn more and work smarter.

by jean marie caragher
capstone marketing

it’s a hot topic these days. accounting firms have more clients than they can handle and not enough people to get the work done. there are solutions, e.g., firing “d” clients and not accepting any new “d” clients. however, many cpas still resist this process.

“how to upgrade your client base to optimize profits”

thursday, june 16, 2022
10 -11:30 a.m. eastern

early bird price: $99. after june 13: $149
2 cpe credits (united states only)

register here

this got me thinking about bob (his real name), our pool guy. he has been our pool guy for over three years. every wednesday, like clockwork, he arrives to clean our pool, adjust the chemicals, and whatever else needs to be done. bob is friendly and genuinely cares about our pool. my husband and i are very satisfied customers.

bob recently turned 60 and is thinking about how he wants to run his business and spend his time. he’s making a few changes. here are four lessons we can learn from bob.read more →

how to fight covid-19 ‘fear’ and ‘insecurity’

crisis management strategies with jean caragher

^click to play

“we need to show more empathy than normal because there is a level of fear and insecurity going on,” jean caragher, ceo and founder of capstone marketing, says in this exclusive 卡塔尔世界杯常规比赛时间 video interview. “cpas can be those leaders to spread a calming influence.”

catch caragher’s next webinar:
3 often overlooked factors in successful mergers & acquisitions
with special guests: joel sinkin, transition advisors; and rick telberg, 卡塔尔世界杯常规比赛时间
tuesday, june 23
2 to 2:50 p.m. et
complimentary / 1 cpe
register today

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how to manage stress in stressful times [free webinar]

join jean caragher of capstone marketing on tuesday, may 12, at 2 pm et.

capstone marketing, led by founder and president jean caragher, is launching the first of its 2020 webinars:

“how to manage stress in stressful times”
with guest speaker, kevin waits of talent won’t wait

tuesday, may 12, 2020
2 to 2:50 p.m. et
free and complimentary. no charge. no-obligation.
1 cpe credit
learn more|register here

“covid-19 pandemic. deadlines. budget cuts. downsizing. working from home. our lives are more stressful than ever,” says caragher. “high levels of stress, experienced over an extended period of time, slows down our immune response, and makes us more vulnerable to illness and disease.

our guest speaker, kevin waits of talent won’t wait, will guide us through understanding stress, how it affects the mind and body, and how to manage it more effectively.”

caragher becomes certified instructor in advanced pricing methods

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free webinar on advanced pricing strategies set for oct. 21.

jean caragher, president of capstone marketing and a 卡塔尔世界杯常规比赛时间 expert author, is now a certified instructor of fore llc advanced pricing methodssm.

the fundamentals of advanced pricing methodssm
will be presented in a joint fore-capstone webinar:
monday, oct. 21
2 p.m. et
accounting firm partners, managers, and marketers can register at
eligible for 1 cpe credit

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how to fire a client

and how to keep the good ones.

capstone marketing, led by 卡塔尔世界杯常规比赛时间 expert author jean caragher, is completing its capstone summer series with their hello-goodbye end of summer webinars.

each is 50-minutes and eligible for one cpe credit. the cost of the two-webinar bundle is $58 and includes:

september 24, 2019 – client retention strategies every firm can use
october 1, 2019 – how to fire a client

cpa firm executives, managers and marketers can register here.

“cpas strive to build and maintain a profitable, rewarding client base,” says jean caragher, capstone marketing’s president. “this requires evaluating both new business prospects and current clients. the final two webinars of our capstone summer series will focus on identifying the best prospects and how to retain them, and determining which clients need to be fired.”