MARKETING & SALES

Marketing Success in Ten Steps

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Tracking your interactions is key.

By August Aquila
MAX: Maximize Productivity, Profitability and Client Retention

If you recently passed the CPA exam, Bar or other professional designation, congratulations. You put a lot of work and time into learning about the technical aspect of your profession.

MORE by August J. Aquila
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Unfortunately, what they didn’t teach you is how to build a professional practice, gain clients and understand client needs. These talents are just as important as being a good auditor, tax consultant or management consultant.
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Marketing Success Depends on Curiosity, Collaboration, and Client Experience | Capstone Conversations

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Understanding the full picture delivers higher ROI.

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Capstone Conversations
By Jean Caragher
For CPA Trendlines

In this episode of Capstone Conversations with Jean Caragher of Capstone Marketing, Alex Miller, marketing manager at Lanigan Ryan and the Association for Accounting Marketing’s 2025 Volunteer of the Year, shares powerful insights about the evolving role of marketers in accounting firms. Her two top takeaways? Curiosity and collaboration drive career success, and client experience and artificial intelligence (AI) offer the profession’s biggest opportunities and challenges.

Follow Jean Caragher on CPA Trendlines here. | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | Catch Jean Caragher’s other show, Gear Up for Growth, here. | And browse all the shows in the CPA Trendlines broadcast network here

“Curiosity has opened so many doors for me,” says Miller. “You have to ask questions – about your firm’s services, your teammates’ work, and your goals. When you understand the full picture, you can market more effectively and bring real value to your team.”

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