Posts By
Carrie Steffen
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 over 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 and 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.
The only constant is change, according to the Greek philosopher Heraclitus. If 2020 has taught us nothing else, it’s that Heraclitus knew what he was talking about. So much about what we do in our day-to-day lives is different than it was three months ago. Some of us are still…
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By Carrie Steffen, The Whetstone Group One of the ways marketing professionals are elevating themselves within their firms is by shedding light on the important and often overlooked growth strategy of client service. While most firm marketing professionals are not client facing, marketers do understand the concept of value,…
Read MoreWelcome to CPA Growth Trends — your source for information, insights, tools and best practices to drive growth within an accounting firm.
What a Business Development Executive Does
with Danielle Reynolds, Business Development, Manager with Whitley Penn
A business developer’s day involves a myriad of activities from external meetings with business owners and referral partners to scoping calls for initial client connections.