For many CPA firms, the COVID-19 pandemic resulted in a burst of new clients with many businesses needing the expertise of accountants to remain solvent. A lot of CPAs are reluctant to fire clients and continue to work with “D” clients year after year. Add to this situation the perennial focus on work-life balance and the staffing shortage. More than ever, CPAs need to focus on and get paid for working with their best clients. Upgrade your client base to optimize profits by retaining your best clients, obtaining more ideal clients, and transitioning out your worst clients.
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Capstone Marketing
President
[email protected]
(727) 210-7306
Jean Caragher gets things done. For CPA firms seeking to improve their marketing, Jean is the go-to resource for strategy and implementation. With 35 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. She has twice been named one of Accounting Today’s 100 Most Influential People in Accounting.