Five Timeless Ways to Grow Your Accounting Firm’s Client Portfolio 


For most accountants, adding and retaining new clients is a top priority. This has become even more apparent since the pandemic. Yet, oftentimes, accounting firm partners are unclear about how to develop new business – or would prefer others do it so they can focus 100% of their time on current clients.

Add to this the plethora of marketing tools and tactics being used today. It can be confusing or prompt you to jump from one method to the next without seeing any results.

This is why I created Five Timeless Ways to Grow Your Accounting Firm’s Client Portfolio, to help you identify the best timeless ways you and your firm partners can grow your client portfolio.

Focus on one module at a time, or watch the entire program at once. It is an excellent resource to use at your next partner meeting or retreat. Brainstorm with your team about how to use the information and processes shared to create action plans of your own.

Who is this course for?

All accountancy firm owners, future owners and all other team members.

Hello, I'm Jean Caragher. Here's how I can help you

I began my career in accounting marketing over 30 years ago. I’ve seen the accounting profession from several vantage points: as an internal marketing professional in local and national firms in the US, as the executive director of a leading accounting firm network, and since 1998, as a consultant when I founded Capstone Marketing. 

I have helped thousands of accountants with the challenges and opportunities of marketing and business development. From creating marketing plans to building brands to developing inbound marketing campaigns to facilitating strategy sessions to serving as an outsourced chief marketing officer, I help growth-focused accounting firms attract the best clients and talent.

I am an inaugural Association for Accounting Marketing Hall of Fame inductee, a multiple AAM-MAA award winner, and a CPA Practice Advisor Thought Leader. I have twice been named one of Accounting Today’s 100 Most Influential People in Accounting.

A practical, straightforward course

Five Timeless Ways to Grow Your Accounting Firm’s Client Portfolio covers five solutions that contribute to firm growth: Client Retention, “Working” Your Referral Network, Creating and Executing a Marketing Plan, Niche Marketing Strategy, and Lead-Generating Website.

What you will receive

5 separate sessions

1 hour of video training

A comprehensive 70-page manual

A certificate of graduation

What you will learn

  • 13 client retention strategies and tactics you can implement starting today
  • How client retention can improve your profits
  • Why clients change accounting firms
  • Client retention in our COVID world
  • How to rate your clients
  • How to develop a formal client acceptance process
  • How to rate your referral source network
  • How to prioritize your referral source network
  • How to figure out your best networking strategy
  • 5 LinkedIn profile updates to make right now to enhance your business development efforts
  • 4 reasons to contact people in your network
  • 5 elements of a marketing plan
  • Why vision, mission, and core values are so important
  • How to conduct a competitive analysis
  • How to set SMART goals
  • How service offerings have been impacted by COVID
  • How to identify sector niche opportunities
  • 9 benefits of niche marketing
  • 9 obstacles and risks of niche marketing
  • How to conduct sector research
  • 10 best practices of lead-generating websites
  • Learn the difference between gated vs. ungated content
  • How to generate content
  • How to use video on your website
  • To blog or not to blog

Your enrolment entitles you to these FREE downloads

Client Satisfaction eBook

Top 12 Networking Questions

Marketing Plan Template

Marketing Budget Template

What others have to say

“Jean Caragher was instrumental in building a marketing foundation for Hantzmon Wiebel. From marketing plans to branding to training she helped get everybody on board with our marketing program. I am grateful for her help in hiring our marketing director and consider her a true friend and confidant.”

Jennifer Lehman, CPA, CGMA

CEO, Hantzmon Wiebel LLP

“After working with you for a little less than two years, our firm’s commitment to marketing and appreciation for its value is remarkably stronger. Your structured process of assessment and the development of a written marketing plan provided clarity and accountability. Your quarterly visits including plan review and reports of activities since your last visit were very effective. Your training programs with all of our professional service personnel reinforced the message we were delivering in our communications of an effort to upgrade our marketing culture. We have upped our game in a big way and you were the catalyst.”

Scott L. Williams, CPA

Managing Partner, Gilliam Bell & Moser, L.L.P.

“Jean is professional, enthusiastic, and energetic and will definitely push you out of your comfortable zone, which is something that most of us in the profession need from time to time. Much of our firm’s success over the last few years can be attributed to our relationship with Jean Caragher. We believe that Jean is a valuable resource that truly understands the marketing needs of accounting firms. It has been our privilege to work with her.”

William A. Young, Jr., CPA

Managing Partner, Mitchell Wiggins

Now, Partner, Mitchell Wiggins

“Jean Caragher has been our firm’s marketing consultant for nearly five years. In that time, we have established a marketing culture that permeates our firm. We created a new brand, developed niche markets, provided marketing training for all levels, and implemented a rewards and recognition program. This would not have been possible without Jean’s knowledge, experience and sense of humor. We consider Jean an integral part of the T&B team.”

Leslie Balmforth, CPA

Principal, Chief Operating Officer, Tauber & Balser, P.C.

Now, Retired Partner, Aprio

“Jean has exceeded my expectation in every way. Jean was a key part of a team that helped Wall, Einhorn and Chernitzer move from being a good firm to a great firm. Jean takes a holistic approach to marketing, helping to make it a part of the firm culture from the partners right down to the staff. Over the years of working with us she focused on doing the right things, not the easy things. She never hesitated to step up to the plate and make things happen. We finally grew to the point where we needed to hire a full-time marketing professional. If she weren't so good, we'd probably still need her.”

Paul G. Di Nardo, C.P.A.

Shareholder - Wall, Einhorn & Chernitzer, P.C.

Frequently Asked Questions


The course starts now and it is a completely self-paced online course.


You will have unlimited access for the lifetime of the school.


If you have a question related to this course, email [email protected].


No. This course is 100% digital, meaning you will have instant access via the web. You can begin your journey within minutes of making the decision to register.


After submitting your order, you will be given immediate access to the course. Then you will be able to watch the video lessons, download the course guide, and access bonus content. You will also receive an email confirmation of your purchase.

What if I am unhappy with the course?

We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund.


Definitely YES. We’re excited to have you as a part of our Online Training community. I trust you find this course impactful for you and all those you will influence. I look forward to working with you.


Get started now!