Jean Marie Caragher
Jean Marie Caragher is an award-winning, recognized industry expert with more than 25 years accounting marketing experience. Known as a knowledgeable, experienced, and tenacious marketing consultant to CPA firms Jean inspires CPA firm growth and longevity using a practical, relationship-based approach. Her approach is based upon her experiences as a CPA firm marketing director, a CPA association executive director, and her 16 years of consulting experience since forming Capstone Marketing. Jean is a founder of the Association for Accounting Marketing (AAM), an inaugural AAM Hall of Fame inductee, a multiple AAM-MAA award winner and one of Accounting Today's 100 Most Influential People in Accounting.
Jean has delivered hundreds of presentations to accounting firms, organizations, state societies, and associations, including the AICPA Practitioners Symposium, AICPA Accounting Firm Marketing Forum, Association for Accounting Marketing, CPA Associates, DFK/USA, AGN International, Enterprise Network Worldwide, CPASNet.com, MSI, INPACT Americas, Alliott Group, CPAmerica, International Group of Accounting Firms, and the Virginia, North Carolina, and Georgia CPA societies.
Jean Marie Caragher is an award-winning, recognized industry expert with more than 25 years accounting marketing experience. Known as a knowledgeable, experienced, and tenacious marketing consultant to CPA firms Jean inspires CPA firm growth and longevity using a practical, relationship-based approach. Her approach is based upon her experiences as a CPA firm marketing director, a CPA association executive director, and her 16 years of consulting experience since forming Capstone Marketing. Jean is a founder of the Association for Accounting Marketing (AAM), an inaugural AAM Hall of Fame inductee, a multiple AAM-MAA award winner and one of Accounting Today's 100 Most Influential People in Accounting.
Jean has delivered hundreds of presentations to accounting firms, organizations, state societies, and associations, including the AICPA Practitioners Symposium, AICPA Accounting Firm Marketing Forum, Association for Accounting Marketing, CPA Associates, DFK/USA, AGN International, Enterprise Network Worldwide, CPASNet.com, MSI, INPACT Americas, Alliott Group, CPAmerica, International Group of Accounting Firms, and the Virginia, North Carolina, and Georgia CPA societies.
Using the Power of Inbound Marketing to Generate Leads Online
Bringing in new clients is the only issue to rank among the top five for CPA firms of every size, according to the 2013 PCPS CPA Firm Top Issues Commentary, an indication of the importance of and desire for firm growth. CPAs need to expand the ways they attract, convert, close, and delight new clients. Inbound marketing is a methodology that helps CPA firms get found online, generate leads, and nurture new business prospects. Attend this webinar and learn:
• How inbound is...
Create Your CPA Firm Marketing Plan in Just 90 Days
A CPA firm marketing plan is no longer a "nice to have"
- it's a "must have." The most successful CPA firms
- large and small alike - are 14 times more likely to
work from a written marketing plan. This session
will map out a week-by-week plan to create a firm or
niche marketing plan. Using exclusive, proven, datadriven
methodologies, attendees will identify and
analyze the most effective habits of high-performing
firms and focus on the...
The SevenKeys to Successful CPA Firm Management
Benchmark your firm against the practices and processes
that separate the competitively successful SevenKeys CPA
leaders from all the rest.
• A framework for prioritizing opportunities and strategies
• The checklist of action items you can begin
using immediately
• Tried-and-true methods for budgeting investments
• Keys to finding new clients
• Procedures to diagnose client satisfaction issues
• Systems for attracting and...
Client Retention Strategies Every CPA Firm Can Use
For the first time in years client retention is a top MAP issue. In fact, poor client service and inattentiveness is the #1 reason why clients switch CPA firms. Based upon research conducted for the SevenKeys to Successful CPA Firm Management and real life experiences this session will focus on:
- How clients choose.
- Why clients change CPA firms.
- How extraordinary client service can pay off in client retention.
- Practical initiatives...
