here’s what you’re looking for: jean marie caragher

featured video

sarah dobek: how curiosity and problem-solving propel success | capstone conversations

understanding buyer behavior is the toughest—and most rewarding—part of the job.

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capstone conversations
by jean caragher
for 卡塔尔世界杯常规比赛时间

a trailblazer in the field, sarah dobek was recently inducted into the association for accounting marketing (aam) hall of fame, cementing her status as a bruce w. marcus lifetime fellowship member. with over two decades of experience in accounting and professional services marketing, sarah shares her insights, challenges, and strategies that have shaped her remarkable career.

follow jean caragher on 卡塔尔世界杯常规比赛时间 here. | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | catch jean caragher’s other show, gear up for growth, on fridays here. | and browse all the shows in the 卡塔尔世界杯常规比赛时间 broadcast network here

dobek reflects on her unexpected journey into the accounting marketing profession, which began as an internship at an accounting firm in 2002. since then, she has been at the forefront of shaping marketing strategies for public accounting firms, serving on the aam board of directors, and being recognized multiple times as one of accounting today’s top 100 most influential people in accounting.

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featured video

august aquila: when marketing drives profit | gear up for growth

“every client interaction is a marketing opportunity.”

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gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间

marketing has evolved from a client acquisition tool to a vital part of a firm’s overall strategy. “when we first started marketing firms, it was all about bringing in the client and not worrying about anything else,” says august aquila of aquila global advisors and author of the new 卡塔尔世界杯常规比赛时间 practice manual, “max: maximize productivity, profitability and client retention”

sample aquila’s newly released “max: maximize productivity, profitability and client retention” | buy now | learn more | more august aquila

gear up for growth spotlights the best strategies for smart and efficient growth in today’s competitive landscape. more gear up for growth every friday here | more capstone conversations with jean caragher every monday | more jean caragher here | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | more 卡塔尔世界杯常规比赛时间 videos and podcasts here

“marketing today should be so integrated into a firm that it can help the firm increase its enterprise value by making the firm more valuable if you decide to sell,” he says. marketing activities, such as pricing strategies and enhancing client experiences, are essential for firms to differentiate and stay competitive.

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gear up for growth

gary shamis: strategy is easy. execution is key | gear up for growth

moving beyond a “partner-driven” model is essential to scale operations and continue growth.

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gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间

while many skills contribute to effective leadership, gary shamis, president & ceo of winding river consulting, says executing strategic plans is the most critical.

 

more gary shamis: private equity hazards for young partners, on accounting influencers with rob brown here |

gear up for growth spotlights the best strategies for smart and efficient growth in today’s competitive landscape. more gear up for growth every friday here | more capstone conversations with jean caragher every monday | more jean caragher here | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | more 卡塔尔世界杯常规比赛时间 videos and podcasts here

“i have come to the conclusion that strategy is not hard,” says shamis. “strategy is easy. and there are no secrets around strategy. the difference is your ability to execute that plan.” 

shamis says only the ability to implement plans at a high level enables firms to progress, grow, and achieve their long-term goals. 

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featured video

glen carmichael: leadership sets the tone for marketing success | capstone conversations

discover the strategies behind one pro’s 30% year-over-year lead generation growth.

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capstone conversations
by jean caragher
for 卡塔尔世界杯常规比赛时间

glen carmichael, digital marketing coordinator at yhb cpas and consultant, is pushing the firm’s newsletter to more than 55,000 recipients, growing educational webinars to 23, and garnering 64,000 blog readers annually.

and she’s just getting started.

follow jean caragher on 卡塔尔世界杯常规比赛时间 here. | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | catch jean caragher’s other show, gear up for growth, on fridays here. | and browse all the shows in the 卡塔尔世界杯常规比赛时间 broadcast network here

but with achievements like those, it’s no wonder she has received the association of accounting marketing rookie of the year award.

in this episode of capstone conversations, carmichael shares her thoughts about her accomplishments, challenges, and insights into marketing for cpa firms.

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featured video

alan whitman: unlocking the secrets to smart growth | gear up for growth

“speed and being nimble are critical to being able to try new things and iterate quickly.”

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gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间

alan whitman, ceo of adw advisory, formerly led baker tilly u.s. through a meteoric rise from $475 million to $1.5 billion in revenue. in this episode of gear up for growth, he shares his wealth of experience and insights.

see alan whitman on the disruptors: stop accepting the status quo

gear up for growth spotlights the best strategies for smart and effficient growth in today’s competitive landscape. more gear up for growth every friday here.|  more capstone conversations with jean caragher every monday | more jean caragher here | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | more 卡塔尔世界杯常规比赛时间 videos and podcasts here

one of the central themes of the conversation is the potential for smaller cpa firms to outpace their larger counterparts in innovation and agility. whitman highlights the advantages small firms have, such as their ability to pivot quickly and try new approaches without the bureaucratic hurdles larger organizations face. “speed and being nimble are critical,” whitman asserts. however, he notes that smaller firms must adopt a forward-thinking mindset, emphasizing, “hopefully, smaller firms aren’t biased by always doing it the way you’ve done it in the past.”

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featured video

stacy dreher: standing out in a ‘sea of sameness’ | capstone conversations

“marketing cpa firms in a sea of sameness is challenging, but when you niche down, the possibilities are limitless.”

stream, listen, download, and subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music and audible, player fm, audacy, rss

capstone conversations
by jean caragher
for 卡塔尔世界杯常规比赛时间

in the latest episode of capstone conversations, stacy dreher, the director of practice growth at james moore & co. and the association for accounting marketing’s (aam) 2024 marketer of the year, says one of the biggest challenges for cpa firms today is differentiating themselves from all the other cpa firms in the market.

follow jean caragher on 卡塔尔世界杯常规比赛时间 here. | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | catch jean caragher’s other show, gear up for growth, on fridays here. | and browse all the shows in the 卡塔尔世界杯常规比赛时间 broadcast network here

dreher’s journey in the field is nothing short of inspiring. having joined james moore & company in 2014 as a marketing manager, she rose to director of practice growth by 2020, a time that tested marketing professionals like never before. her leadership has helped shape a dynamic six-member team, navigating challenges and opportunities in an ever-evolving industry.

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client service opportunities

john higgins: leveraging chatgpt for advisory | gear up for growth

“clients want value, and now, with these tools, you can give them more value.”
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gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间

“ai and chatgpt-type tools can become your advisory services assistant,” says john higgins, founder and ceo of higgins advisory. “it can help cpas communicate better as an advisor and help identify the things cpas should focus on for the type of client they’re advising.” 

gear up for growth spotlights the best strategies for smart and effficient growth in today’s competitive landscape. more gear up for growth every friday here.|  more capstone conversations with jean caragher every monday | more jean caragher here | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | more 卡塔尔世界杯常规比赛时间 videos and podcasts here

higgins was a guest on gear up for growth, hosted by jean caragher, president of capstone marketing, and powered by 卡塔尔世界杯常规比赛时间. higgins shares specific examples of how chatgpt can help cpas become more efficient by providing quick research assistance, summarizing complex information for client presentations, and creating tools like excel templates for common tasks. how does efficiency impact a firm’s pricing model? 

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advisory & consulting

becca johns: how rea cpas is pushing into advisory | capstone conversations

it’s time to challenge the cpa mindset.

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capstone conversations
with jean  caragher

rea & associates is transitioning from a traditional cpa-centric model to a broader advisory role, aiming to offer services such as it consulting and wealth management. this will require major shifts in the firm’s internal mindset and culture, including redefining roles, retraining staff, and effectively communicating the new value proposition to clients.

full show notes here | more capstone conversations here | follow jean caragher on 卡塔尔世界杯常规比赛时间 here. | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | catch jean caragher every friday with gear up for growth here |

a tall order, to be sure. but becca johns, director of practice growth, tells jean caragher in this episode of capstone conversations, “this is a good time to challenge the mindset of being a cpa firm.” read more →

client service opportunities

mitch reno: client experience advantage goes to small firms | gear up for growth

“we have to…build something so special that people don’t want an alternative.”

gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间

for cpa firms to stand out, they must deliver an exceptional client experience—so unique that clients won’t want an alternative, mitch reno, director of client experience at rehmann, tells jean caragher in this episode of gear up for growth.
gear up for growth spotlights the best strategies for smart and effficient growth in today’s competitive landscape. more gear up for growth every friday here.|  more capstone conversations with jean caragher every monday | more jean caragher here | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | more 卡塔尔世界杯常规比赛时间 videos and podcasts here
“what any managing partner listening or any marketing leader or growth leader within an organization needs to be hearing is let’s look at what we do well,” says reno. “let’s look at where there’s an opportunity for us to do something better. and let’s do that better and differently than the rest of our peers that we compete against.” 

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marketing & sales

lucas lachance: revenue generation through digital marketing | capstone conversations

capstone conversations
informal and informative discussions with leading growth strategists from the nation’s most dynamic cpa firms.

[preview] the complete video episode, including commentary, analysis, notes, takeaways, and transcript, is available first to 卡塔尔世界杯常规比赛时间 research pro members. | go pro here.

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with jean caragher
for 卡塔尔世界杯常规比赛时间

lucas lachance brings an auditor’s eye to marketing as the partner in charge of practice growth at dallas-based lane gorman trubitt, where he drives digital strategies that have fueled 143 percent revenue gains.

more capstone conversations here | follow jean caragher on 卡塔尔世界杯常规比赛时间 here. | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | catch jean caragher every friday with gear up for growth here |

but the bigger challenge, lachance tells jean caragher in this episode of capstone conversations, is winning the competition for a shrinking pool of cpas. “human resources and marketing have to work hand in hand,” he says.

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featured video

carla mccall: find your authentic leadership style | gear up for growth

“just having a title or a position doesn’t make you a leader. you have to earn the trust and respect of the team that you’re leading.”
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gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间

in the latest episode of gear up for growth, carla mccall, cpa, cgma, managing partner of aaf cpas, and chair of the aicpa, shares valuable insights into leadership transitions within cpa firms. as the industry faces a generational shift—with 75% of current cpas expected to retire in the next 15 years—mccall’s experience highlights the importance of planning for the next wave of firm leadership.
gear up for growth spotlights the best strategies for smart and effficient growth in today’s competitive landscape. more gear up for growth every friday here.|  more capstone conversations with jean caragher every monday | more jean caragher here | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | more 卡塔尔世界杯常规比赛时间 videos and podcasts here
coming next week mitch reno: client experience advantage goes to small firms, with mitch reno, director of client experience at rehmann
mccall recounts her journey, beginning when she joined aaf in 1995, becoming a partner in 2003 and eventually a co-managing partner in 2011. she emphasizes the importance of having a firm-wide succession mindset, where every leader is responsible for mentoring and developing their potential successor. one key factor in aaf’s smooth transition was a structured managing partner in training program designed to prepare future leaders for the complexities of running a cpa firm.

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featured video

sarah cirelli: launching the ‘swat’ plan at grassi cpas | capstone conversations

capstone conversations
informal and informative discussions with leading growth strategists from the nation’s most dynamic cpa firms.

[preview] pro members always get the full video, and all the analysis, commentary and transcripts | go pro here

stream, listen, download, and subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music and audible, player fm, audacy, rss
more capstone conversations here

with jean caragher
for 卡塔尔世界杯常规比赛时间

when the covid pandemic hit grassi cpas, chief marketing officer sarah cirelli launched a “swat” program to stem the losses and reap an extra $2 million in new fees.

tune in to capstone conversations every monday | follow jean caragher on 卡塔尔世界杯常规比赛时间 here. | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | catch jean caragher every friday with gear up for growth here

in this episode of capstone conversations with jean caragher, cirelli explains the swat toolset, which stands for “special weapons and tactics,” an automated dashboard with the firm’s crisis response and recovery services, all the marketing data, and every prospect and client who attended a webinar or called their hotline, the questions they asked, the industry they operate in, and where they were in the lead generation process.

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featured video

alex drost: firms get scrappy against pe-backed competitors | gear up for growth

as private equity gains momentum in the accounting industry, firms face a decision: embrace external investment or double down on independence.

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gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间

in this episode of gear up for growth, alex drost, managing principal of connection builders, discusses the growing interest in private equity in the accounting sector. hosted by jean caragher, president of capstone marketing, the conversation delves into the driving forces behind pe investments, the challenges investors and accounting firms face, and how firms can prepare for the evolving landscape.

gear up for growth spotlights the best strategies for smart and efficient growth in today’s competitive landscape. more gear up for growth every friday here.|  more capstone conversations with jean caragher every monday | more jean caragher here | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | more 卡塔尔世界杯常规比赛时间 videos and podcasts here

the accounting profession is no stranger to change, but according to drost, recent shifts are reshaping the industry more dramatically than ever before. “we’re seeing changes not just in technology but in the makeup of the profession itself,” he says. “the aging partner base and different generational approaches to firm ownership are creating gaps that private equity sees as opportunities.”

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