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

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

Great firms are built, not bought.

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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.

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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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Melancon: P.E. and the Partnership | Gear Up For Growth

“Private equity firms are beginning to realize how annuity-based tax and advisory work is, which creates a different value proposition for CPA firms compared to other industries.”

This is a preview. The complete 1-hour video episode, with commentary and transcript, is first available exclusively to PRO Members | Go PRO here
Originally published 1/7/25
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Gear Up for Growth
With Jean Caragher
For CPA Trendlines

In a landmark episode of the Gear Up For Growth podcast, Barry Melancon, CPA, CGMA, the longest-serving CEO in AICPA history, joined host Jean Caragher to share his invaluable insights on the evolution of the accounting profession. After 30 years at the helm of the AICPA, Melancon stepped down at the end of 2024, leaving a profound legacy of innovation and transformation.

Gear Up for Growth spotlights the best strategies for smart and efficient growth in today’s competitive landscape. More Gear Up for Growth every Friday here | More Capstone Conversations with Jean Caragher every Monday | More Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | More CPA Trendlines videos and podcasts here

Reflecting on his appointment in 1995, Melancon paints a vivid picture of a pre-digital world where CPA firms relied on print newsletters and direct mail for outreach. “There was no social media, no websites, no digital presence,” he notes. The intervening decades have seen a seismic shift in how firms promote themselves, driven largely by the expansion of services and advancements in technology.

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Helwig: Strategic Internal Comms Power Growth & Retention | Gear Up For Growth

Keep employees engaged and connected with transparency and beauty.

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Gear Up for Growth
With Jean Caragher
For CPA Trendlines

“In many organizations, there’s a great gulf in between employees doing the work, with no idea of the conversations happening with clients or recruits,” says Debra Helwig, Internal Communications and Events Director at Pinion, during her appearance on Gear Up for Growth, hosted by Jean Caragher of Capstone Marketing.

“Internal communication can help bridge that gap and make sure the story makes sense to everyone, and that it’s consistent.” 

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 CPA Trendlines videos and podcasts here

Helwig shares two critical takeaways for CPA firm leaders.  

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Garrett: Embrace Your ‘And;’ Transform Firms | Gear Up For Growth

Your job title doesn’t define you. Your ‘and’ does. 

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Gear Up for Growth
With Jean Caragher
For CPA Trendlines

“If we make sure that people are doing their ‘ands,’ they’re going to accidentally do their best work,” says John Garrett, author of “What’s Your ‘And’?” and stand-up comedian. During his appearance on Gear Up for Growth, hosted by Jean Caragher of Capstone Marketing, the self-described “recovering CPA” says, “They’re going to accidentally stay. You’re going to attract more talent. You’re going to attract more clients. Everything good is going to happen from that.”.  

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 CPA Trendlines videos and podcasts here

Garrett says your job title doesn’t define you, your “and” does. An “and” is a passion, hobby, or interest outside of work that makes people unique and memorable. “You’re not a CPA; you’re a human being that does accounting work. You’re bigger and better than a tiny, little job title,” he explains. 

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Tyree: Cracking the Code for Successful M&As | Gear Up For Growth

Trust, values, and local connections are fueling the national rise of one of accounting’s newest Top 50 firms.

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Gear Up for Growth
With Jean Caragher
For CPA Trendlines

4ImpactData: 10X Your Advisory. Not Your Headcount

“If we say we’re going to do something, we’re going to do it. And that’s how you build trust,” says Josh Tyree, president of Sorren, during an episode of Gear Up for Growth. Host Jean Caragher, president of Capstone Marketing, sat down with Tyree to discuss how the newly-formed Top 50 firm – created by the combination of 13 BDO Alliance firms – is navigating large-scale integration while laying the foundation for national growth. 

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 CPA Trendlines videos and podcasts here

The conversation reveals two critical lessons for CPA firms considering mergers or expansion.

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