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.

Meeting to show ho to keep developing new business

Keep Developing New Business by Focusing on What You CAN Do

By Carrie Steffen / June 16, 2020

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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Engagement Pricing - CPA Firm Marketing

Client Experience Impacts Firm Growth

By Carrie Steffen / March 21, 2018

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,…

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Featured: Season 1 Episode 1

Compensation Changes in Accounting Firms – Intersection of HR & Marketing with Andrea Sardon, PBMares

with Andrea Sardone from PBMares

Join host Mike Jones with Andrea Sardone from PBMares as they discuss the changes in compensation within the intersection of marketing and accounting in accounting firms.