Caragher Launches Capstone Community

Capstone Marketing, which is operated by CPA Trendlines contributor Jean Caragher, is rolling out the Capstone Community, a new network of managing partners interested in education and collaboration in CPA firm growth and client retention. A two-year program that will … Continued

Need More Business? Focus on Referrals

A quick spreadsheet can show you where your money comes from now – and the best next targets. By Sandi Leyva and Michelle Long The Ultimate Accounting Virtual Conference For those who need more business, boosting referrals is the cheapest way. … Continued

When Clients Prefer Social Media

How to use every new channel to create a new touchpoint to serve a client or attract a prospect, hire the best people, find new markets. By Becky Livingston Social Media for Accountants In today’s world of CPA firms, marketing … Continued