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CPA Trendlines Podcasts

Jean Caragher: Fire Clients Who Don't Tick Your Boxes | Accounting Influencers

Feb 8, 2025
29:20

Removing clients isn’t just about profitability—it’s a firm-wide morale booster.


Accounting Influencers

with Rob Brown


With over 35 years of industry experience, Jean Caragher has witnessed the profession's transformation, noting that marketing roles in accounting firms are now more strategic and influential than ever.


More Accounting Influencers with Rob Brown here


Caragher describes her work at Capstone Marketing, where she serves as a fractional chief marketing officer for firms specializing in branding, content marketing, pricing, and client satisfaction strategies. "The foundation of marketing remains the same," she explains, "but today, we have a wealth of digital tools and data to enhance how firms promote themselves."

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