How to Fight COVID-19 ‘Fear’ and ‘Insecurity’

Crisis Management Strategies with Jean Caragher

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“We need to show more empathy than normal because there is a level of fear and insecurity going on,” Jean Caragher, CEO and founder of Capstone Marketing, says in this exclusive CPA Trendlines video interview. “CPAs can be those leaders to spread a calming influence.”

Catch Caragher’s next webinar:
3 Often Overlooked Factors in Successful Mergers & Acquisitions
With Special Guests: Joel Sinkin, Transition Advisors; and Rick Telberg, CPA Trendlines
Tuesday, June 23
2 to 2:50 p.m. ET
Complimentary / 1 CPE
Register Today

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How to Manage Stress in Stressful Times [Free Webinar]

Join Jean Caragher of Capstone Marketing on Tuesday, May 12, at 2 pm ET.

Capstone Marketing, led by founder and president Jean Caragher, is launching the first of its 2020 webinars:

“How to Manage Stress in Stressful Times”
with guest speaker, Kevin Waits of Talent Won’t Wait

Tuesday, May 12, 2020
2 to 2:50 p.m. ET
Free and complimentary. No charge. No-obligation.
1 CPE Credit
Learn More | Register Here

“COVID-19 pandemic. Deadlines. Budget cuts. Downsizing. Working from home. Our lives are more stressful than ever,” says Caragher. “High levels of stress, experienced over an extended period of time, slows down our immune response, and makes us more vulnerable to illness and disease.

Our guest speaker, Kevin Waits of Talent Won’t Wait, will guide us through understanding stress, how it affects the mind and body, and how to manage it more effectively.”

Caragher Becomes Certified Instructor in Advanced Pricing Methods

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Free webinar on advanced pricing strategies set for Oct. 21.

Jean Caragher, president of Capstone Marketing and a CPA Trendlines expert author, is now a certified instructor of Fore LLC Advanced Pricing MethodsSM.

The fundamentals of Advanced Pricing MethodsSM
will be presented in a joint Fore-Capstone webinar:
Monday, Oct. 21
2 p.m. ET
Accounting firm partners, managers, and marketers can register at
http://go.capstonemarketing.com/apm-webinar
Eligible for 1 CPE credit

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How to Fire a Client

And How to Keep the Good Ones.

Capstone Marketing, led by CPA Trendlines expert author Jean Caragher, is completing its Capstone Summer Series with their Hello-Goodbye End of Summer webinars.

Each is 50-minutes and eligible for one CPE credit. The cost of the two-webinar bundle is $58 and includes:

September 24, 2019 – Client Retention Strategies Every Firm Can Use
October 1, 2019 – How to Fire a Client

CPA firm executives, managers and marketers can register here.

“CPAs strive to build and maintain a profitable, rewarding client base,” says Jean Caragher, Capstone Marketing’s president. “This requires evaluating both new business prospects and current clients. The final two webinars of our Capstone Summer Series will focus on identifying the best prospects and how to retain them, and determining which clients need to be fired.”

How to Target Your Prospects for Sales Success

Businessman pole vaulting toward his goalAnd how to pull in help from outside your firm.

By Jean Marie Caragher

Imagine creating a vision board of the top targeted prospects you would like to obtain as clients.

MORE: Jean Caragher on High-Performing Firms | All in the Family Business Niche | Networking Still a Strong Lead Generator | How Smart CPA Firms Use Events as a Lead Generation Tool | 14 Timely Questions for Tax Season Clients | The 12-Step Program for Building Better Client Relationships
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This is what happened at Legacy Professionals, a niche-focused firm headquartered in Chicago, Illinois, focused on serving employee benefit plans, labor organizations, not-for-profits and government entities.
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All in the Family Business Niche

Portrait of Neil Fauerbach
Fauerbach

Neil Fauerbach outlines several ideas you could use.

By Jean Marie Caragher

Niche marketing continues to be the most successful marketing strategy for accounting firms.

MORE from Jean Marie Caragher: Networking Still a Strong Lead Generator | How Smart CPA Firms Use Events as a Lead Generation Tool | 14 Timely Questions for Tax Season Clients | The 12-Step Program for Building Better Client Relationships
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

Over the years I’ve received mixed reactions about whether family business qualifies as a niche. Are niches only industry-oriented?

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