Capstone Marketing can help create your accounting firm marketing plan, build your CPA firm brand, generate leads with an inbound marketing strategy, facilitate your firm retreat, assist you with client satisfaction surveys and client retention strategies, and more.

Jean Caragher is one of the accounting industry’s premier marketing consultants, providing marketing ideas for accountants for the past 30 years.

Client Survey FAQ Cover2-March 2015

Learn about assessing the satisfaction levels of your clients by downloading our complimentary ebook today! Click here.


A time-tested, data-driven process with step-by-step, week-by-week instructions, with exclusive survey findings and downloadable worksheets and forms. Click here.

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What are your growth goals? What changes do you need to make to achieve your goals? What is your next step? Begins July 2016.