Jean Caragher

Adding and retaining new clients remains a top priority for most CPAs and accountants. Niche marketing remains the most effective strategy to do so. This has become even more apparent since the pandemic. Clients in every industry have been impacted and...

Many CPA firms conduct annual retreats to keep them on track. With the pandemic, more firms need to consider holding a retreat to help them prepare for their future. Taking into account what we’ve learned over the past year, here are five reasons to ...

If you’re like most small firms your marketing activities were placed on the back burner while you studied the TCJA and translated the new law for your clients this tax season. Take a breath – or a well-deserved vacation – and then dust off your marketing