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

leadership

brenda sleeper: the journey to the hall of fame | capstone conversations

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

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

by jean caragher
for 卡塔尔世界杯常规比赛时间

brenda sleeper, a business resource network relationship director for the bdo alliance who works with bdo network firms nationwide, explains her path to the association for accounting marketing hall of fame, where she joins an elite few as bruce w. marcus lifetime fellowship members.

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

sleeper has helped make things happen at aam since joining the organization in 2001. she was aam’s volunteer of the year in 2010 and served on the aam board of directors from 2012 to 2016. she has also served on the business development and member growth committees and continues to be the aam ambassador.
in this episode, sleeper reveals:
  • how she “kicked it into gear” when covid hit
  • how marketing rescued her
  • the skills that make marketers successful
  • why the game has changed for marketers and business developers
featured video

bethany silvis: success begins with trust | capstone conversations

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

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
with jean caragher

what fun it is speaking with bethany silvis, marketing supervisor for kerkering, barberio & co., who was named the association for accounting marketing rookie of the year.

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 |

bethany joined kb in 2018 as the marketing coordinator. since then, bethany:

  • has taken kb’s social media activity to a whole different level.
  • built a bevy of digital webinars and presentations.
  • mastered camtasia to edit videos for the website, social media, and specific campaigns, including a series they called “a day in the life of a cpa,” which was used as a recruiting tool.
  • and has taken a seat on the university of south florida muma college of business customer experience advisory board as a program advisor and completed the customer experience course at usf.

in this episode, silvis explains:

  • how important it is to be flexible
  • how her focus on client experience came about
  • her two pieces of advice for accounting marketers
featured video

allison schlegelmilch: leadership lessons from firm mergers | capstone conversations

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

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


with jean caragher
for 卡塔尔世界杯常规比赛时间

i was delighted to have a capstone conversation with allison schlegelmilch, director of marketing at rkl llp and an association for accounting marketing marketer of the year.

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 friuday with gear up for growth here |

why was allison named marketer of the year? well, let me give you an idea. read more →

mergers & acquisitions

allan koltin: how small firms can thrive against pe-powered competitors | gear up for growth

how to remain independent when private equity comes knocking.

listen, stream, download, 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.

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

“more than half of the cpa firms in the country won’t qualify to be part of private equity,” says allan koltin, ceo of koltin consulting, appearing on gear up for growth, a new show hosted by jean caragher, president of capstone marketing, and powered by 卡塔尔世界杯常规比赛时间.

gear up for growth is tailored specifically for public accounting firms with up to 100 team members looking to expand their practices intelligently and efficiently. each episode focuses on a topic crucial for accounting firms aiming for smart growth in today’s competitive landscape.

find more episodes here, including:

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 | and watch for jean caragher’s other show, capstone conversations, with leading growth strategists from the nation’s most dynamic firms, also available on 卡塔尔世界杯常规比赛时间

part of the discussion explores the criteria private equity companies look for and the challenges firms may face in qualifying for pe funding. koltin believes that more than half of the cpa firms in the country don’t make enough excess profitability to create earnings before interest, taxes, depreciation, and amortization (ebitda) to calculate an acceptable enterprise value.

“leaders of these firms tell me they’ll go back and get more profitable,” says koltin. “how’s about, let’s stay as an independent firm. let’s put a level of governance in. let’s make the tough decisions we’ve been talking about forever, and let’s really run it like a business. let’s not be a 501(c)(3) anymore. let’s just pretend we’re in business to make money.”

read more →

featured

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.

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 →

marketing & sales

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 →

management

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.”

2022年世界杯抽签

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

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authors in the news

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.”

marketing & sales

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 here or 2022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.
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