jean marie caragher, author at 卡塔尔世界杯常规比赛时间 - page 4 of 6

joe kovacs: why the digital brand experience is essential | capstone conversations

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

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

the greatest challenge in marketing cpa firms is understanding the role of technology and how different generations of clients and prospects want to engage, joe kovacs, marketing and biz dev director at councilor, buchanan & mitchell, tells jean caragher in this episode of capstone conversations.

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

“we need to stay current, not just in knowing the technology, but how consumers are using it and making decisions,” kovacs says. “especially since the pandemic, the digital brand experience has become essential. understanding that digital brand experience is essential. “it’s a never-ending challenge. it’s exciting but also a little terrifying sometimes.”

featured video

the joys of firing bad clients | gear up for growth

mike sylvester, ryan pulice: ten percent of your clients give you 90 percent of your problems.

listen, stream, download, share 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.

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

demand for tax services has emboldened cpas to fire clients and to be deliberate about the clients they choose to work with. two practitioners share their strategies for accepting new clients through structured intake forms and firing clients who are not a good fit for their firms on gear up for growth, a new show hosted by jean caragher, president, capstone marketing, and powered by 卡塔尔世界杯常规比赛时间.

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 podcasts here

what started it for sbs cpa group was firing a large client. “it just took firing 7% of our client base,” says mike sylvester, managing partner, “and realizing that our revenue went up, our staff was happier, our profit went up, and realizing that in this environment, you can easily replace them.”

featured video

carrie steffen: leaders in accounting need these two superpowers | 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
for 卡塔尔世界杯常规比赛时间

being a managing partner is tough enough, but now accounting firm leaders must master two new superpowers and cpe won’t help.

according to carrie steffen, co-founder and president of the whetstone group, a cpa firm growth strategy agency based in cedar rapids, iowa, managing partners always needed myriad skills. but today, a new generation of cpa firm leaders needs two more.

get more capstone conversations every monday. | follow jean caragher on 卡塔尔世界杯常规比赛时间. | get caragher’s international best-seller, the 90-day marketing plan for cpa firms. | catch jean caragher with gear up for growth every friday. | and browse all the shows on the 卡塔尔世界杯常规比赛时间 podcast channel

“two of the characteristics that are in my mind, sort of leadership superpowers that maybe weren’t talked about in the last generation of leaders or even 10 years ago, are vulnerability and generosity,” steffen tells jean caragher in this episode of capstone conversations.

featured video

tom hood: when your mindset is your biggest problem | gear up for growth

“identify the critical competencies you need for each practice area in your firm.”

listen, stream, download, share 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.

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

investing in learning and development is essential for retaining and attracting staff. developing a curriculum that includes both technical and success skills can help firms address the current talent shortage and prepare their employees for higher-value roles.

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.

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

more gear up for growth: mark koziel: transforming the cpa firm business model | gear up for growth |. allan koltin: how small firms can thrive against pe-powered competitors | gear up for growth | joey havens: how culture makes or breaks your future | gear up for growth

more 卡塔尔世界杯常规比赛时间 podcasts here | more jean caragher here | more capstone conversations

“we’re going to see automation making a big impact on our staff in the near term,” says tom hood, cpa, cgma, citp, executive vice president of business engagement and growth, aicpa, appearing on gear up for growth, a hosted by jean caragher, president, capstone marketing, and powered by 卡塔尔世界杯常规比赛时间.

featured video

joey havens: how culture makes or breaks your future | gear up for growth

what you think you know about your firm’s culture is probably all wrong.

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

“it’s probably impossible to have exponential growth without a strong culture,” says joey havens, author of the amazon bestseller, “leading with significance: how to create a magnetic people-first culture,” appearing on gear up for growth, hosted by jean caragher, president, 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:

mark koziel: transforming the cpa firm business model | gear up for growth

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

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

“leaders have to be more intentional about connecting and showing that they care,” havens continues, “and when you do that, then your team members do that with each other, and then they do it with clients, and all of a sudden clients turn into real raving cheerleaders, and all of a sudden this firm has double-digit growth every year.”

leadership

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

capstone conversations

with jean caragher

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.

with jean caragher

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:

mark koziel: transforming the cpa firm business model | gear up for growth

joey havens: the role culture plays in firm growth | gear up for growth

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.”

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

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.”

about us

caragher becomes certified instructor in advanced pricing methods

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 methods^sm.

the fundamentals of advanced pricing methods^sm
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

jean marie caragher

more at store.m.g005e.com

jean caragher gets things done.

she is the creator and author of the best-selling 90-day marketing plan for cpa firms and the host of two major 卡塔尔世界杯常规比赛时间 research podcasts:

gear up for growth spotlights the profession's most powerful trendmakers and reveals the new rules for success in the accounting business.
capstone conversations feature informed and informal discussions with leading growth strategists from the nation’s most dynamic cpa firms.

for cpa firms seeking to improve their marketing, jean at capstone marketing is the go-to resource for strategy and implementation. with 30 years of experience working solely with cpas, jean knows the challenges and opportunities firms face today. her experience and knowledge and her practical approach help growth-focused cpa firms attract the best clients and talent.

click here for more by jean marie caragher

and check out her free resources, including:
the event-driven marketing method,
the members-only capstone community, and
the "13 ways to waste your accounting firm marketing budget"ebook.

free instant download:
"top 12 questions to ask at your next networking event"

a well-respected industry specialist, jean is an inaugural aam hall of fame inductee, a multiple aam-maa award winner, and a cpa practice advisor thought leader. prior to launching capstone marketing in 1998, jean served as a cpa firm marketing director and association executive director. she has twice been named one of accounting today’s 100 most influential people in accounting. jean’s experience: moore stephens north america inc., executive director; bdo seidman, regional marketing director; and israeloff, trattner & company, marketing director.

she holds an mba from hofstra university and a ba from state university college at oswego, n.y. her published works include "bull’s-eye! the ultimate how-to marketing and sales guide for cpas;" "double digit growth: tools from top firms;" "how to hire a marketing director and make it work;" "the marketing advantage ii: new ideas on getting and keeping clients." professional recognition: inaugural member, association for accounting marketing hall of fame; association for accounting marketing-marketing achievement award; member, editorial advisory board, cpa marketing report; member, practice management editorial advisory board, accounting today; “100 most influential people in accounting,” accounting today; and top 25 thought leader in public accounting, cpa practice advisor.

she belongs to the association for accounting marketing, where she has served as president, board director and conference chair; the national speakers association, and the leukemia & lymphoma society.

for more information, contact her at 727.210.7306 or jcaragher@capstonemarketing.com. follow jean on twitter.com/jeancaragher; linkedin.com/in/jeancaragher; facebook.com/capstonemarketing

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

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listen, stream, download, share 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.

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

listen, stream, download, share 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.

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.

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

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.