Jean Marie Caragher, Author at CPA Growth Trends

Measuring Your Client Onboarding Efforts

6 min read | May 19, 2021

Before we can cover measuring your client onboarding efforts, we need to start with how to...

6 min read | February 15, 2021

This past year has certainly been a challenge. While marketers and business developers are always focused...

4 min read | August 27, 2020

Technology is changing how accountants do business, and progressive firms are changing how they charge for...

6 min read | August 11, 2020

Melody Marketer was invited on a Zoom call with her firm’s Director of Advisory Services, Dave....

5 min read | July 17, 2020

A market segmentation and personalization strategy organizes your client base into smaller, more manageable groups. Your...

6 min read | May 20, 2020

The 2008 financial crisis was – at that time – the worst economic disaster since the...