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

read more →

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

click to learn more

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
http://go.capstonemarketing.com/apm-webinar
eligible for 1 cpe credit

read more →

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.”

how to target your prospects for sales success

businessman pole vaulting toward his goaland how to pull in help from outside your firm.

by jean marie caragher

imagine creating a vision board of the top targeted prospects you would like to obtain as clients.

more:jean caragher on high-performing firms|all in the family business niche|networking still a strong lead generator|how smart cpa firms use events as a lead generation tool|14 timely questions for tax season clients|the 12-step program for building better client relationships
goprocpa.comexclusively for pro members.log in hereor2022世界杯足球排名 today.

this is what happened at legacy professionals, a niche-focused firm headquartered in chicago, illinois, focused on serving employee benefit plans, labor organizations, not-for-profits and government entities.
read more →

all in the family business niche

portrait of neil fauerbach
fauerbach

neil fauerbach outlines several ideas you could use.

by jean marie caragher

niche marketing continues to be the most successful marketing strategy for accounting firms.

more from jean marie caragher:networking still a strong lead generator|how smart cpa firms use events as a lead generation tool|14 timely questions for tax season clients|the 12-step program for building better client relationships
goprocpa.comexclusively for pro members.log in hereor2022世界杯足球排名 today.

over the years i’ve received mixed reactions about whether family business qualifies as a niche. are niches only industry-oriented?

read more →

kolmansberger: how to do networking the right way

kolmansberger

checklist: 12 ways to stop wasting time on dead-end efforts.

instant download
top questions to ask at your next networking event

by jean marie caragher
90-day marketing plan for cpa firms

many cpas would rather have a tooth pulled or wait in line at the dmv than attend a networking function. yet, networking continues to be the #1 tactic to generate leads for accounting firms.

more from jean marie caragher:how smart cpa firms use events as a lead generation tool|14 timely questions for tax season clients|the 12-step program for building better client relationships|new webinar series: the truth about advisory services
goprocpa.comexclusively for pro members.log in hereor2022世界杯足球排名 today.

for a firm that was founded on networking, herbein + company, inc. – a regional certified public accounting firm with six offices in pennsylvania – continues to promote the value of building relationships through networking.

jack kolmansberger, herbein’s chief marketing officer and a past president of the association for accounting marketing, plays a key role in the firm’s networking strategy.

read more →

managing partners only: advanced sales & marketing work group

卡塔尔世界杯常规比赛时间 contributor jean caragher has opened enrollment to a new managing-partner-only peer-group on business development and marketing.

“it costs 400% more to close an unreferred prospect versus a referred prospect,” says caragher, ceo and founder of capstone marketing. the new online working group is designed to help managing partners “generate more referrals from your network.”

the capstone community pulls together 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 or 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

learn more here >>>

how smart cpa firms use events as a lead generation tool

glick

just ask sally glick.

get jean caragher’s complimentary
event planner worksheet

top trends in cpa firm marketing and business development
join the survey; get the results

by jean marie caragher
90-day marketing plan for cpa firms

while technology and social media have offered new marketing tactics for cpa firms, the tried and true face-to-face options remain beneficial. just ask sally glick, chief marketing officer at sobel & co., in livingston, nj.

just ask sally glick, chief marketing officer at sobel & co., in livingston, nj.

more on marketing from jean caragher:free ebook: 13 ways to waste your accounting firm marketing budget|the 12-step program for building better client relationships|six questions that will change the way you see your cpa firm’s marketing program|the 10-point plan of great business-developers|10 real-world expectations for accounting firm marketing|10 partner must-do’s in getting the most of your marketing director|real networking starts after the first meeting|more

i’ve known sally for two decades and if ever there was a person who could strategize, organize and promote events as a lead generation tool she is that person.

“events are one of the most effective lead generation tactics for us,” explains glick. “during the year we host 15 business events and 13 nonprofit programs, which demonstrate our thought leadership – our skills, competencies, and business acumen our clients demand. while presenting relevant information, and afterward when fielding questions, we have a chance to make a connection that may grow into a new engagement.”

read more →

free ebook: 13 ways to waste your accounting firm marketing budget

marketing_budget_waste_covr
click for more

卡塔尔世界杯常规比赛时间 contributor jean caragher of capstone marketing is offering a free ebook, “13 ways to waste your accounting firm marketing budget.”

some firms proactively create and manage their budgets, ensuring that their marketing activities support firm goals. others barely keep track and are surprised at year end.

to see where your firm can save money and spend smarter,click here.

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