Capstone Marketing Blog

Free Seven Keys CPA Executive Summary Now Available!

Download the Seven Keys to Successful CPA Firm Management Executive Summary today.

The Seven Keys to Successful CPA Firm Management is based on research conducted over the past two years including thousands of survey responses and interviews with leading authorities. Our research identifies the best practices and common characteristics that separate the competitively successful firms from the not-so-successful. We’re calling them ‘The Leaders vs. The Laggards.‘

The Seven Keys are:

1. Leadership and Management
2. Technology Trends
3. Marketing and Business Development
4. Client Service and Satisfaction
5. Creating a Great Place to Work
6. Building the Learning Organization
7. Strategy Execution

For more information contact Jean Caragher, or Rick Telberg,