marketing

Majchrzak: Marketer-Turned-CEO Redesigns the Modern CPA Firm | Gear Up For Growth

By

Collaboration, transparency, and independence drive BeachFleischman’s growth.

This is a preview. The complete episode is first available exclusively to PRO Members | Go PRO here
Sponsored by Tax Season Readiness: Practical Steps for a Smoother Busy Season  | See Today’s Special Offer

Subscribe to CPA Trendlines podcasts anywhere: Apple, Google/YouTube, Spotify, iHeart, Deezer, Amazon Music, Audible, Player FM, Audacy, RSS
Is your firm truly ready for tax season—or just hoping to survive it? Join this 90-minute webinar featuring an Accounting ARC Live panel with thought leaders who know what it takes to optimize performance under pressure. 
.

Gear Up for Growth
With Jean Caragher
For CPA Trendlines

When most people picture a CPA firm CEO, they don’t envision a former marketing director in the big chair.

That’s exactly what makes Eric Majchrzak worth listening to.

Majchrzak, CEO and Principal of BeachFleischman—Arizona’s largest locally owned CPA firm and a Top 200 firm in the U.S.—has been named multiple times to Accounting Today’s “Top 100 Most Influential People in Accounting” and is an Association for Accounting Marketing Hall of Fame inductee.

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

More CPA Trendlines videos and podcasts here

On Gear Up for Growth, hosted by Capstone Marketing president Jean Caragher, Majchrzak pulls back the curtain on how his growth-minded, marketing-first lens is reshaping BeachFleischman’s strategy, culture, and business model—and what other firms can steal from that playbook.

READ MORE →

Schwedelson: Stop Playing It Safe | Gear Up For Growth

By

Four key strategies show how firms can lead with value.

This is a preview. The complete episode is first available exclusively to PRO Members | Go PRO here
Sponsored by 4impactdata: Start delivering scalable advisory in weeks–not months: See Today’s Special Offer

Subscribe to CPA Trendlines podcasts anywhere: Apple, Google/YouTube, Spotify, iHeart, Deezer, Amazon Music, Audible, Player FM, Audacy, RSS

Gear Up for Growth
With Jean Caragher
For CPA Trendlines

4ImpactData: 10X Your Advisory. Not Your Headcount

“Firms can’t afford to hide behind best practices or boring templates anymore,” says Jay Schwedelson, president and CEO of Outcome Media and host of the top-rated marketing podcast “Do This, NOT That,” during his appearance on Gear Up for Growth with Jean Caragher.

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

“It’s time to be bold, be human, and make sure you’re showing up where your prospects are actually searching, especially in AI,” he adds.

Schwedelson delivers four urgent takeaways for CPA firm leaders. READ MORE →

Waga: Storytelling Drives Recruiting | Gear Up for Growth

By

Connect to top talent with real experiences.

This is a preview. The complete episode is first available exclusively to PRO Members | Go PRO here
Sponsored by The Small Office / Home Office Cyber Protection Plan – Learn more here

Click to subscribe anywhere: Apple, Google/Youtube, Spotify, iHeart, Deezer, Amazon Music and Audible, Player FM, Audacy, Gaana (India), Boomplay (Africa), or RSS.

Gear Up for Growth
With Jean Caragher
For CPA Trendlines

In the latest episode of Gear Up for Growth, powered by CPA Trendlines, Jean Caragher, president of Capstone Marketing, speaks with Karen Waga, chief marketing officer of WilkinGuttenplan CPAs & Advisors, about the firm’s award-winning recruiting campaign, which resonated deeply with job seekers, employees, and peers across the profession.

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

Waga says the campaign was built entirely on real employee experiences and candid storytelling, leveraging the firm’s flexible, people-first culture. The campaign offered a compelling and authentic view of life at WilkinGuttenplan from summer Fridays to paternity leave and personal caregiving.

READ MORE →