7 Accounting Marketing Lessons Learned from the Masters

April 11th, 2016 by Jean Caragher

Congratulations to Danny Willett, the first Englishman in 20 years to win the Masters. It’s been quite a two weeks for Willett, becoming a new father just 10 days ago. Also, kudos and compassion to Jordan Spieth, who held the lead for seven consecutive rounds. In his own words, he stopped following his game plan […]

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Are Marketers Saving the Accounting Profession?

March 16th, 2016 by Jean Caragher

I recently had the privilege of conducting a Capstone Conversation with Ron Baker, owner and founder of the VeraSage Institute and the voice of burying the billable hour and trashing the timesheet. At the recent Winning Is Everything conference Ron made a comment about how marketers are saving the profession. Of course, his comment intrigued […]

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14 Things Successful People Do Differently

December 4th, 2015 by Jean Caragher

For many CPAs life is good. Average equity partner compensation according to Inside Public Accounting is over $500,000. The past four years has shown steady growth. Yet, this is not the experience for all. Let me tell you a tale of two firms. Located in a capital city both firms were comparable in size 15 […]

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13 Ways to Waste Your Accounting Firm Marketing Budget

November 13th, 2015 by Jean Caragher

Accountants continue to spend an average of 2 percent to 4 percent of firm net revenue on marketing. Some firms proactively create and manage their budgets, ensuring that their marketing activities support firm goals. Others barely keep track and are surprised at year end.  No matter where you are on this spectrum here are 13 […]

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Who is Your CPA Firm’s Jordan Spieth?

July 16th, 2015 by Jean Caragher

Jordan Spieth, a 22-year-old Texan who turned pro in 2012, is now the #2 golfer in the world and the #1 ranked golfer in the U.S. The winner of this year’s Masters and U.S. Open Jordan has the opportunity to win golf’s Grand Slam – if he wins The Open 2015 and the PGA Championship. […]

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Ready … Aim … Fire … a Few Accounting Firm Clients!

June 18th, 2015 by Jean Caragher

The feedback I received from clients and others within the accounting profession was that this past tax season was one of the most challenging tax seasons ever. Now that the dust has cleared – and you’ve hopefully taken a vacation – it’s time to get serious about firing clients. Bad or “D” clients have an […]

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AAM Summit Recap #aamkt #pstech

June 17th, 2015 by Jean Caragher

The annual Association for Accounting Marketing (AAM) Summit is one of my favorite times of the year. Visiting with old friends. Meeting new accounting firm marketers. Networking. Learning A LOT. Here is my view of this year’s Summit from “The Twitter.” What were your highlights? Leave a reply below.

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No Time for Teamwork? Think Again.

June 1st, 2015 by Jean Caragher

A client recently organized a networking mixer with a law firm. I sent an email to the firm’s management group to gauge attendance and received this reply from one of the partners: “Hi Jean, I’m not going to attend this, this event has no impact on me and [my niche].” What a selfish response. In […]

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Are you a part of the 8 percent?

January 8th, 2015 by Jean Caragher

It’s that time of year again, when we review the prior year and make goals and resolutions for the one ahead. Yet, for all the good intentions, only a small fraction of us keep our resolutions; University of Scranton research suggests that just 8 percent of people achieve their New Year’s goals. Are you part […]

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5 Essential Elements of an Accounting Firm Marketing Plan

November 24th, 2014 by Jean Caragher

The eleventh – and last – in a series of blog posts based upon The 90-Day Marketing Plan for CPA Firms: How to Create the Roadmap for Your Firm’s Growth. Over the past 11 weeks we’ve covered many aspects of developing an accounting firm marketing plan. Here is a quick review of the five essential […]

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