

Sarah Cirelli: Launching the 'SWAT' Plan at Grassi CPAs | Capstone Conversations
Oct 15, 2024
31:14
Capstone Conversations
Informal and informative discussions with leading growth strategists from the nation's most dynamic CPA firms.
With Jean Caragher
For CPA Trendlines
When the Covid pandemic hit Grassi CPAs, chief marketing officer Sarah Cirelli launched a "SWAT" program to stem the losses and reap an extra $2 million in new fees.
Full show notes here | Follow Jean Caragher on CPA Trendlines here. | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | Catch Jean Caragher every Friuday with Gear Up for Growth here |