Here’s what you’re looking for: Jean Marie Caragher

Gear Up for Growth

Barnes: Redefine Your Career from Within | Gear Up For Growth

Growth doesn’t always mean moving on—it can mean moving deeper.

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Gear Up for Growth
With Jean Caragher
For CPA Trendlines

“I love Smith + Howard, and I loved marketing, but I didn’t think I was the person for that role anymore,” says Julie Barnes, chief of staff of Smith + Howard, during her appearance on Gear Up for Growth, powered by CPA Trendlines, and hosted by Jean Caragher of Capstone Marketing. “I didn’t want to leave; I wanted to do something different. I wanted to be valuable to the firm and create value in whatever role I landed in.” 

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Barnes shares how her 30-year journey at the firm has evolved through initiative, transparency, and a culture that supports growth from within. 

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Pirolli: You Can’t “Declare” Independence — You Have to Earn It | Gear Up For Growth

Firms that want to stay independent must transform how they operate, lead, and plan for succession.

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Gear Up for Growth
With Jean Caragher
For CPA Trendlines

“The problem that a lot of firms have is they just don’t pay attention to what succession really is until they get to the last few years,” explains William “Bill” Pirolli, executive vice president of firm services at Succession Institute, LLC, on Gear Up for Growth, hosted by Jean Caragher of Capstone Marketing. “It has to happen all throughout the lifetime of the firm in order to be properly established at the end.” 

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Pirolli, a former AICPA Chair and longtime CPA firm partner, emphasizes that succession planning must begin on day one, not five years before retirement. He cautions that too many firms wait until it’s too late to build future leaders or transfer client relationships effectively. 

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Call and Geraci: Future-Proofing Without P.E. | Gear Up For Growth

Reserves, credit lines, and leadership pipelines fuel expansion.

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Sponsored by Poe Group Advisors: Helping accountants buy, build, and sell exceptional firms. See Today’s Special Offer

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Poe Group Advisors consistently excels in helping our clients find the right accounting practice sales opportunity.
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Gear Up for Growth
With Jean Caragher
For CPA Trendlines

“Fiercely independent isn’t a strategy, it’s a stance,” says John Geraci, managing partner of LGA CPAs & Advisors. “To truly remain independent, firms must be strategic about how they differentiate themselves, understand the threats posed by private equity, and have the conviction to invest in their people and future leaders.” 

More Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | More Gear Up for Growth

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Geraci and Jeff Call, managing partner of Bennett Thrasher, were guests on Gear Up for Growth, hosted by Jean Caragher of Capstone Marketing.  

As private equity continues to reshape the accounting profession, both leaders agree on two critical factors for firms choosing to remain self-owned: independence must be intentional, and culture is the ultimate differentiator. 

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Rampe: Make Strategy Stick | Gear Up For Growth

Five steps turn vision into execution.

This is a preview. The complete episode is first available exclusively to PRO Members | Go PRO here
Sponsored by Poe Group Advisors: Helping accountants buy, build, and sell exceptional firms. See Today’s Special Offer

Subscribe to CPA Trendlines podcasts anywhere: Apple, Google/YouTube, Spotify, iHeart, Deezer, Amazon Music, Audible, Player FM, Audacy, RSS
Poe Group Advisors consistently excels in helping our clients find the right accounting practice sales opportunity.
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Gear Up for Growth
With Jean Caragher
For CPA Trendlines

On the latest episode of “Gear Up for Growth,” host Jean Caragher interviews Matt Rampe, partner at Rosenberg Associates and author of the forthcoming book, “CPA Firm Strategic Planning: Your Roadmap for Long-Term Success,” about how accounting firms can move beyond ad-hoc retreats to a disciplined, accountable planning process that sticks.

Rampe, who advises firms on strategy, succession, partner development, and profitability, said the book grew out of years of facilitation and coaching with firms of all sizes. “The book was in my brain for a long time before it got put on paper,” he says. “When I started writing, it actually came pretty quickly—but I learned there’s a lot more to making a book than a Word document.”

More Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | More Gear Up for Growth

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Rampe argues that the profession has reached a disruption point, citing converging pressures including private equity, technology, staffing shortages, succession for retiring Baby Boomers, and a shift toward advisory services. “What worked for us 10 years ago isn’t going to work for us 10 years in the future,” he says. “The old model, where a few partners disappear into a room and come out with a plan, doesn’t work in this age. We need to be nimble.”

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Weiner: Leadership Lessons from a Billion-Dollar Builder | Gear Up For Growth

Great firms are built, not bought.

This is a preview. The complete episode is first available exclusively to PRO Members | Go PRO here
Sponsored by Poe Group Advisors: Helping accountants buy, build, and sell exceptional firms. See Today’s Special Offer

Subscribe to CPA Trendlines podcasts anywhere: Apple, Google/YouTube, Spotify, iHeart, Deezer, Amazon Music, Audible, Player FM, Audacy, RSS
Poe Group Advisors consistently excels in helping our clients find the right accounting practice sales opportunity.
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Gear Up for Growth
With Jean Caragher
For CPA Trendlines

In this episode of Gear Up for Growth, host Jean Caragher sits down with Jeffrey Weiner, former CEO and Chairman of Marcum LLP and current Senior Advisor at CBIZ. Weiner shares candid insights from his 40-year leadership journey, explaining how a Long Island accounting firm with seven employees and $300,000 in revenue became a $1.3 billion national powerhouse—before merging with CBIZ.

Gear Up for Growth spotlights the best strategies for smart and efficient growth in today’s competitive landscape. More Gear Up for Growth here.

More Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | More Gear Up for Growth

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“Back in 1981, I didn’t even know what $1.3 billion was,” Weiner quips. “But I always knew I wanted to build something.”

Over the decades, Weiner redefined what it meant to lead in public accounting, emphasizing trust, talent, and strategic growth. Rather than micromanaging, he viewed his role as “architect,” guiding the firm’s culture, empowering top-tier professionals, and letting his team do what they did best. “If you’re the smartest person in the room, you’re in the wrong room,” he said.

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