While our SevenKeys to Successful CPA Firm Management research shows new and surging interest in social media (57%), search engine optimization (32%), and related website upgrades (55%), old-fashioned personal networking remains the tactic that CPA firms rely on to find new business. 

It's clear that CPAs need to work their networks and generate referrals. What's the best way to do this? How can you build your referral network? Click Here for 12 tips for more referrals.







 Jean Caragher 

2011 AAM Hall of Fame Inductee: Marsha Leest


Marsha Leest, consultant at Marsha Leest Consulting, was honoured as the 2011 AAM Hall of Fame Inductee at the Association for Accounting Summit in Chicago, Illinois


During our Capstone Conversation Marsha shared her thoughts about the challenges of marketing CPA firms, the value of personal marketing plans, and advice for partners and marketers. 


What are the biggest changes that you've noticed in accounting marketing over the past 10 years? 


Marsha Leest:  I'm very happy to say that I've noticed that marketing is being taken more seriously and firms of every size recognize the importance of marketing.  They need to do it at whatever level suits their budget and culture, but regardless, they need to market in order to remain relevant in the marketplace.







June 7, 2012

12:00 - 12:30 p.m. Eastern

 800.832.0736, Room 9516215
(if you don't use VOIP)



We thought you might want to know about our upcoming free, half-hour briefing on the profession's top issues and emerging opportunities as they relate to the SevenKeys to Successful CPA Firm Management.  New developments are moving so fast these days, we can't pack it all into one of our hands-on workshops. So we've launched this series of monthly half-hour updates.


The Thursday, June 7 call-in discussion is free. Last month's SevenKeys Conversation was near capacity so dial in early! 


Hope to see you there. It should be an interesting, interactive and fun conversation. 
Jean Caragher
Rick Telberg


Quick Links


Capstone Marketing

What I've Learned So Far BLOG

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