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Capstone Marketing offers a variety of valuable tools to help you build your practice. From the indispensable “how-to’s” of leadership and client service, to top tips for prospecting and selling, the Capstone Marketing team covers all the essentials for growth and success.

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“The 90-Day Marketing Plan for CPA Firms: How to Create Your Firm’s Roadmap for Growth,” is now available.

It’s not just a book, but a business management tool, an instruction manual, on the new process to get accountants up-and-running as fast as possible with a smart and practical biz-dev strategy aimed at getting real results.

The book begins with the exclusive research findings that should guide every growth-minded practice owner and manager, and then lays out a week-by-week schedule to:

  • Conduct fact-finding and analysis;
  • Set realistic goals and objectives;
  • Develop strategies and action plans;
  • Calculate budgets and measure results; and
  • Make continuous refinements.

It includes practical step-by-step instructions, worksheets, examples, real-life case studies, and exclusive research findings to show accounting firms of any size or shape how to create a reliable roadmap for growth in only 13 weeks. The book also includes an extensive glossary, bibliography, and an appendix of forms and worksheets, which are also downloadable.

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