Welcome to CPA Growth Trends—your source for information, insights, tools and best practices to drive growth within an accounting firm.
Posts by Jean Marie Caragher
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...
Read MoreManaging Client Expectations During COVID
6 min read | February 15, 2021
This past year has certainly been a challenge. While marketers and business developers are always focused...
Read MoreAdvanced Pricing: Another Step in Moving from CPA Technician to Business Advisor
4 min read | August 27, 2020
Technology is changing how accountants do business, and progressive firms are changing how they charge for...
Read MoreHow Marketers Can Take a Lead Role in New Service Development
6 min read | August 11, 2020
Melody Marketer was invited on a Zoom call with her firm’s Director of Advisory Services, Dave....
Read MoreHow to Focus Your Marketing and Business Development Through Market Segmentation and Personalization
5 min read | July 17, 2020
A market segmentation and personalization strategy organizes your client base into smaller, more manageable groups. Your...
Read MoreWhat We Can Learn from the 2008 Economic Crisis
6 min read | May 20, 2020
The 2008 financial crisis was – at that time – the worst economic disaster since the...
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