Carrie Steffen's guest appearances

Carrie Steffen

Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

Pulse of the Practice

CPACA - Big Ideas

Sandra Wiley

Angie Grissom

Blake Oliver

Jim Bourke

Bonnie Buol Ruszczyk

Ron Baker

Joe Sanok

Jeff Phillips

David Fisher

Jody Jordan

Ian Redpath

Sarah Johnson

Jennifer Wilson

Matt Solomon

Jason Blumer

OwlTail

Will and Paul are excited to be joined by Carrie Steffen, President and co-founder of The Whetstone Group (http://www.thewhetstonegroup.com/). Enjoy this conversation around staying focused on your team and what is needed – even though we are justifiably tired after an exhausting year.

Will and Paul are excited to be joined by Carrie Steffen, President and co-founder of The Whetstone Group (<a href="http://www.thewhetstonegroup.com/" rel="nofollow" target="_blank">http://www.thewhetstonegroup.com/</a>). Enjoy this conversation around staying focused on your team and what is needed – even though we are justifiably tired after an exhausting year.

POTP Episode 73 – A Conversation with Carrie Steffen

As the pandemic has changed every aspect of business, CPAs have been thrust to the frontlines of economic recovery. Businesses wrestling with maintaining their operations short-term while trying to find opportunities longer-term are looking to the people they trust most for help. Enter the CPA. This episode of “Big Ideas!” explores the important characteristics of being a business advisor, how CPAs can advise their clients now, and why the business advisor role is critical both clients’ and the profession’s future.

Carrie Steffen: The Importance of CPAs as Business Advisors: Present and Future

Carrie Steffen: Understanding Client Needs

 Carrie is a founding shareholder and President of The Whetstone Group, Inc. Since 2000 Whetstone has provided growth consulting services to hundreds of CPA firms, professional service firms, and companies in business-to-business markets nationwide. She has nearly 20 years of professional services marketing experience.  Carrie helps clients:  Determine how to best organize for growth and build a sustainable growth culture. Develop comprehensive growth plans, providing ongoing support and consultation. Establish accountability for business development and meet their revenue goals. Implement follow-up strategies to help manage the sales process with prospective clients and maximize their ROI on marketing.     She is also a skilled trainer and provides group sales training as well as one-on-one coaching that enables attendees to better understand the sales cycle and develop the personal skills necessary to close sales. Firm leaders, practitioners, marketing professionals benefit from her knowledge and dynamic approach.  Before joining Whetstone, Carrie was an in-house marketing director in the national marketing office of RSM McGladrey, Inc.  Speaking/Writing Carrie has presented for the AICPA, the Association for Accounting Marketing's (AAM) Annual Summit, the Indiana CPA Society, DFK USA's Annual Growth Summit, Moore Stephens North America, MSI Global Alliance's International Managing Partner Conference, BKR's Annual Marketing Meeting, PKF North America and The International Group of Accounting Firms (IGAF). She has been published in the AAM's MarkeTrends, The Journal of Accounting Marketing and the CPA Practice Management Forum.  Leadership Carrie is also a member of the CPA Consultants' Alliance (CPACA), a working group of thought leaders united in their efforts to further leadership within the CPA profession. Through collaboration, the CPACA offers deliverables and solutions CPA firms can use to advance leadership in their firm. She has also served on the AAM's Board of Directors as well as Chair of AAM's Education Committee.

Carrie is a founding shareholder and President of The Whetstone Group, Inc. Since 2000 Whetstone has provided growth consulting services to hundreds of CPA firms, professional service firms, and companies in business-to-business markets nationwide. She has nearly 20 years of professional services marketing experience. Carrie helps clients: <ul> <li>Determine how to best organize for growth and build a sustainable growth culture.</li> <li>Develop comprehensive growth plans, providing ongoing support and consultation.</li> <li>Establish accountability for business development and meet their revenue goals.</li> <li>Implement follow-up strategies to help manage the sales process with prospective clients and maximize their ROI on marketing.</li> </ul> She is also a skilled trainer and provides group sales training as well as one-on-one coaching that enables attendees to better understand the sales cycle and develop the personal skills necessary to close sales. Firm leaders, practitioners, marketing professionals benefit from her knowledge and dynamic approach. Before joining Whetstone, Carrie was an in-house marketing director in the national marketing office of RSM McGladrey, Inc. Speaking/Writing Carrie has presented for the AICPA, the Association for Accounting Marketing's (AAM) Annual Summit, the Indiana CPA Society, DFK USA's Annual Growth Summit, Moore Stephens North America, MSI Global Alliance's International Managing Partner Conference, BKR's Annual Marketing Meeting, PKF North America and The International Group of Accounting Firms (IGAF). She has been published in the AAM's MarkeTrends, The Journal of Accounting Marketing and the CPA Practice Management Forum. Leadership Carrie is also a member of the <a href="http://cpaconsultantsalliance.com/" rel="nofollow" target="_blank">CPA Consultants' Alliance (CPACA),</a> a working group of thought leaders united in their efforts to further leadership within the CPA profession. Through collaboration, the CPACA offers deliverables and solutions CPA firms can use to advance leadership in their firm. She has also served on the AAM's Board of Directors as well as Chair of AAM's Education Committee.

How to Organize Your Firm for Growth with Carrie Steffen