The CFO Project

Creating an Intentional Marketing Plan That Gets Results


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Welcome to the Escaping the Accountant's Trap podcast! This show is your compass for breaking free from the accountant's trap, a place where accountants, CPAs, and bookkeepers often find themselves working tirelessly for demanding clients without reaping the rewards. In today's episode, we dive into a crucial aspect of escaping this trap - being intentional about your marketing strategy with our guest, Jean Caragher, the President of Capstone Marketing and the author of the 90-Day Marketing Plan for CPA Firms. We explore why being deliberate in your marketing efforts is vital for CPA firms. Jean brings her expertise to the table, shedding light on crafting a successful marketing plan.

Marketing isn't just about attracting new clients; it's a multifaceted strategy aimed at sustaining growth and building a thriving practice. Jean emphasizes the importance of defining your ideal client, setting SMART goals, and executing an actionable plan. With her guidance, you'll learn to nurture existing client relationships, attract new business, and create a dynamic work environment that fosters success. Whether you're a seasoned professional or just starting in the world of accounting, this episode provides invaluable insights to help your firm flourish. Tune in now to embark on a journey towards a more intentional and rewarding practice.

Learn More About The CFO Project:
https://thecfoproject.com/

And check out The CFO Project's free training here:
https://thecfoproject.com/start-a-cfo-service

Visit Jean's Website:
https://capstonemarketing.com

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The CFO ProjectBy Adam Lean

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