“Our firm has grown from 11 people to 70 and the period of most rapid growth occurred during Jean’s participation as our Marketing Consultant. We have grown from servicing one public company to twelve and have national recognition in several of our niches. Jean brings enthusiasm and expertise, each of which has impacted our shareholders and staff. Over the last two years our firm has been listed as one of the Top 25 CPA firms in the country and Jean has been an integral part of the process that enabled us to achieve the goals we set forth in our planning process. We continue to gain from her participation as our Marketing Consultant and believe she is an integral part of our firm’s management structure.”

Mark Murovitz, CPA Managing Shareholder Tauber & Balser, P.C. Now, Retired Partner, Habif, Arogeti & Wynne, LLP
About

Jean Caragher

Jean Caragher gets things done. For CPA firms seeking to improve their marketing, Jean 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, combined with her practical approach, help growth-focused CPA firms attract the best clients and talent.

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.

Capstone Marketing’s services include:

Experience

  • Capstone Marketing, President, January 1998 – Present.
  • Moore Stephens North America, Inc., Executive Director, 1994 – 1997, Roswell, Georgia
  • BDO Seidman, Regional Marketing Director,
    1992 – 1994; Marketing Director, 1990 – 1992; Atlanta, Georgia
  • Israeloff, Trattner & Company, Marketing Director, 1985-1989, Valley Stream, New York

Education

  • M.B.A./Marketing, Hofstra University,
    Hempstead, New York
  • B.A./Communication Studies, State University College at Oswego, New York

Books/Published Articles

Honors/Awards

  • Inaugural member, Association for Accounting Marketing Hall of Fame, 2001
  • Association for Accounting Marketing-Marketing Achievement Awards
    • Corporate Identity Package (Firms Under $15 Million Revenue), 2005, 2011
    • Logo Redesign (Firms Under $15 Million Revenue), 2001, 2005, 2011
    • Brochure (Firms Under 75 Professionals), 2001, 2012
  • Volunteer of the Year, Association for Accounting Marketing, 1999
  • Member, Editorial Advisory Board, CPA Marketing Report, 1995 – 2005
  • Member, Practice Management Editorial Advisory Board, Accounting Today, 1993-2003
  • “100 Most Influential People in Accounting,” Accounting Today, 1994, 2013
  • Top 25 Thought Leader in Public Accounting, CPA Practice Advisor, 2015, 2016, 2017

Organizational Involvement

  • Association for Accounting Marketing:
    • Rookie of the Year Committee, Member
    • AAM-bassador for AAM Hall of Fame
    • Past President, Board Member, Annual Conference Chairperson, and AAM-MAA Committee
  • National Speakers Association, Member
  • Leukemia & Lymphoma Society,  Team In Training, Light the Night