The Capstone Community is a community of accounting firm managing partners interested in education and collaboration regarding CPA firm marketing, growth and client retention.

Each Capstone Community will meet 13 times over a 15-month time period (no meetings in March or December):

  • Monthly one-hour group webinar/online meeting
  • Monthly one-hour individual coaching call


Program Topics:

Setting Yourself Up for Success

Create Your Firm’s Marketing Plan and Budget

Niche Marketing

Build/Work Your Referral Network and Small-Scale Mixers

The Wide, Wide World of Websites and Getting Found Online

Personal Branding

Prepare for 2018 Tax Season

Tax Season Marketing Ideas

Client Satisfaction and Retention; Client Evaluation – Who to Fire?

Enewsletters, Client Communications, and Content Marketing

Technology: Apps and Tools to Increase Efficiency and Productivity

Get Your Team Focused on Firm Growth

Program Wrap-Up: Best Practices Learned


Benefits of Membership:

  • Limited to 10 firms of similar size
  • Members are geographically exclusive
  • Peer Capstone Community members
  • 24/7 access to the Capstone Community Library
    • Templates
    • Checklists
    • Videos
    • Monthly group meeting videos
    • Capstone Marketing eBooks
    • Recommended reading
  • A complimentary copy of The 90-Day Marketing Plan for CPA Firms: How to Create the Roadmap for Your Firm’s Growth

Download the Capstone Community 2018 Brochure for complete program description and curriculum.