Plus: The marketing myths that plague accounting firms.

Capstone Conversations.
With Jean Caragher
For CPA Trendlines

Being a managing partner is tough enough, but now accounting firm leaders must master two new superpowers. And CPE won't help.

Complete show notes here. | Get more Capstone Conversations every Monday. | Follow Jean Caragher on CPA Trendlines. | Get Caragher's international best-seller, The 90-Day Marketing Plan for CPA Firms. | Catch Jean Caragher with Gear Up for Growth every Friday. | And browse all the shows on the CPA Trendlines Podcast Channel

The world for CPA firm marketing professionals is getting more complicated, too. Today, the first thing a marketing executive must do in a CPA firm is not marketing. It's mastering the art of...

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Capstone Conversations
Informal and informative discussions with leading growth strategists from the nation's most dynamic CPA firms.

With Jean Caragher
For CPA Trendlines

Brenda Sleeper reflects on her path to the Association for Accounting Marketing Hall of Fame, where she joins an elite few as Bruce W. Marcus Lifetime Fellowship Members. Brenda is a Business Resource Network Relationship Director for the BDO Alliance, working with BDO alliance firms nationwide.

• Follow Jean Caragher on CPA Trendlines here.
• Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here
• Catch Jean Caragher's other show, Gear Up for Growth, here
• And the rest of the CPA Trendlines broadcast network

In this episode, Sleeper reveals:

• How she "kicked it into gear" when COVID hit
• How marketing rescued her
• The skills that make marketers successful
• Why the game has changed for recruiting marketers and business developers

Accounting Influencers
with Rob Brown

Is the accounting profession facing an identity crisis? Can it adapt to meet the demands of a rapidly changing business landscape? Rob Brown brings together a panel of industry experts to discuss the future of accounting. Jeff Phillips, Maureen Dillmore, Samantha Louis, and Sandra Wiley share their perspectives on the profession's challenges and opportunities.

More episode notes here
More Accounting Influencers with Rob Brown here

The panelists share their thoughts on various topics, including the talent shortage, the impact of technology, the changing business model, and the need to rebrand the accounting profession.

They discuss the importance of work-life balance, the role of private equity, and the need for firms to adapt to survive in a competitive landscape. The conversation also touches on the potential of AI, the importance of strategic technology adoption, and the need for better compensation models to attract and retain talent.

5 Key Takeaways:

1. The accounting profession needs to rebrand itself to attract new talent
2. Firms need to adapt their business models and embrace change to survive
3. Technology integration and strategic adoption are crucial for future success
4. Work-life balance and flexible work arrangements are becoming increasingly important
5. Private equity is reshaping the accounting firm landscape