About
Accounting marketing is my passion. I never imagined a career working with CPAs. Yet, here I am, more than 20 years after my first accounting marketing position, continuing to learn and be challenged – and loving it!
Accounting marketing is my passion. I never imagined a career working with CPAs. Yet, here I am, more than 20 years after my first accounting marketing position, continuing to learn and be challenged – and loving it!
My tenacious approach with clients is based upon my experiences as a CPA firm marketing director, a CPA association executive director, and my 10 years of consulting experience.
Building relationships with my clients is the key to successful engagements. I do not use a cookie cutter approach. I examine each client’s situation and work with them to determine the strategies and tactics that will achieve the desired results.
Capstone Marketing’s services include:
- Brand SurgerySM
- Marketing Plan Development & Implementation
- Retreat Facilitation
- Training
- Recruiting
- Capstone
Marketing, President, January
1998 - Present. - Moore Stephens North America, Inc., Executive Director, 1994 - 1997, Roswell, Georgia
- BDO Seidman, Regional Marketing Director,
1992 - 1994;
Marketing
Director, 1990 - 1992; Atlanta,
Georgia - Israeloff, Trattner & Company, Marketing Director, 1985-1989, Valley Stream, New York
- M.B.A./Marketing, Hofstra
University,
Hempstead, New York - B.A./Communication Studies, State University College at Oswego, New York
- Author, Double Digit Growth: Tools
From
Top Firms - Contributing Author, How to Hire a Marketing Director and Make It Work
- Contributing Author, The Marketing Advantage II: New Ideas on Getting and Keeping Clients
- I’ve written or been quoted in more than 80 articles on professional services marketing appearing in Accounting Today, The Practical Accountant, CPA Practice Management Forum, Bowman’s Accounting Report, CPA Marketing Report, Professional Marketing, MarkeTrends, Partner-to-Partner Advisory, and other publications.
- Inaugural member, Association for Accounting Marketing Hall of Fame, 2001
- Association
for Accounting Marketing-Marketing
Achievement Awards- Corporate Identity Package (Firms Under 75 Professionals), 2005
- Logo Redesign (Firms Under 75 Professionals), 2005
- Brochure
(Firms Under 75
Professionals), 2001 - Logo Redesign (Firms Under 75 Professionals), 2001
- Volunteer of the Year, Association for Accounting Marketing, 1999
- Member, Editorial Advisory Board, CPA Marketing Report, 1995 - 2005
- Member, Practice Management Editorial Advisory Board, Accounting Today, 1993-2003
- “100 Most Influential People in Accounting,” Accounting Today, 1993
- Association
for Accounting Marketing:
- AAM-MAA Committee, 2007-08
- Past President, Board Member, and Annual Conference Chairperson
- American Marketing Association, Member
