Name

Capstone Marketing

Legal name

Capstone Marketing Inc.

Website

https://capstonemarketing.com

Company type

Private

Founded year

1998

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Accounting Marketing Consulting

NAICS

Marketing Consulting Services (541613), Advertising, Public Relations, and Related Services (5418)

akta.pro primary industry

Brand & Portfolio Strategy Consulting (MPAAAFAB)

akta.pro secondary industry

Brand Architecture & Portfolio Strategy (BPAFAEAE)

Keywords

• Accounting firm marketing
• CPA firm consulting
• Brand development services
• Outsourced CMO services
• Marketing plan development

Headquarters

HQ city

Palm Harbor

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Technology or R&D, Others

Revenue model

1. Consulting Services (Outsourced CMO, Retreat Facilitation, Brand Surgery): Capstone Marketing generates revenue through fee-based consulting engagements with CPA firms. Services include Outsourced CMO, Marketing Plan Development and Implementation, Brand Surgery, Retreat Facilitation, Client Satisfaction Surveys, Content Marketing, and Advanced Pricing Methods. Engagement models include ongoing retainer relationships and project-based work.
2. Training Courses and Educational Programs: Capstone Marketing offers an on-demand training course titled 'Five Timeless Ways to Grow Your Accounting Firm's Client Portfolio' priced at $289. Online workshops such as 'Right Size Your Client Base to Maximize Profits' are offered at $99 (early bird) to $149. These are one-time fee programs delivered asynchronously.
3. Books and Publications: Jean Caragher authored 'The 90-Day Marketing Plan for CPA Firms: How to Create the Roadmap for Your Firm's Growth', sold through CPA Trendlines. Also co-authored 'Gear Up for Growth: The Marketing Trends Manual for Accountants'. Revenue from book sales.
4. Capstone Community Membership Program: Capstone Community is a 15-month program for managing partners of CPA firms including monthly group webinars, individual coaching calls, and access to a resource library. Membership is limited to 10 firms and is a paid subscription program.

Pricing tiers

Go-to-market motion1 record

Distribution channels5 records

Marketing channels9 records

Core offering

Capstone Marketing is a boutique consulting firm that provides marketing services exclusively to CPA and accounting firms. Its core offerings include brand development (Brand Surgery), marketing plan creation and implementation, content/inbound marketing, client satisfaction surveys, retreat facilitation, outsourced CMO services, merger integration, and Advanced Pricing Methods consulting. The firm also sells educational products such as books, on-demand courses, and a paid membership community.

Product overview

Capstone Marketing is a marketing consulting firm specializing in services for CPA and accounting firms. The company offers a portfolio of professional services including Brand Surgery (brand development), Marketing Plans, Content Marketing/Inbound Marketing, Client Satisfaction Survey Services, Retreat Facilitation, and Outsourced CMO services. Additional offerings include Merger Integration and Advanced Pricing Methods consulting. The product suite also includes published educational products such as 'The 90-Day Marketing Plan for CPA Firms' book, the 'Five Timeless Ways' on-demand training course, and the Capstone Community membership program. Complimentary resources include several ebooks covering niche marketing, marketing planning pitfalls, and client satisfaction survey guidance. The company is a HubSpot Certified Partner and provides HubSpot consulting as part of its content marketing services.

Differentiator

Problem solved

Functional benefit

Products and services

• Brand Surgery A comprehensive brand development service that helps CPA firms uncover their true brand personality, differentiate from competitors, and create cohesive brand elements including logos, taglines, websites, and print materials.
• Marketing Plans Strategic marketing planning service that helps CPA firms create comprehensive roadmaps with SMART goals, specific action steps, and accountability measures for achieving growth objectives.
• Content Marketing Inbound marketing and content creation services including email marketing, landing pages, SEO, social media campaigns, website design, and HubSpot consulting to generate leads and establish thought leadership.
• Client Satisfaction Survey Services Client satisfaction assessment services using surveys and interviews to measure retention, identify service gaps, and develop strategies to improve client relationships and firm profitability.
• Retreat Facilitation Professional facilitation services for CPA firm retreats and strategic planning sessions, helping teams focus on common goals, establish accountability, and drive firm growth initiatives.
• Outsourced CMO Part-time chief marketing officer service providing CPA firms with strategic marketing leadership, including marketing audits, growth planning, brand development, and mentorship for in-house marketing professionals.
• Merger Integration Marketing and cultural integration services for CPA firm mergers and acquisitions, addressing people, culture, and organizational fit between combining firms and their key personnel.
• Advanced Pricing Methods Pricing strategy consulting to help CPA firms transition from billable hour models to value-based pricing, improve new business win rates, and position themselves as true business advisors.
• The 90-Day Marketing Plan for CPA Firms (Book) A comprehensive book providing step-by-step, week-by-week instructions for creating a marketing roadmap for CPA firm growth, including exclusive survey findings and downloadable worksheets.
• Five Timeless Ways to Grow Your Accounting Firm's Client Portfolio (Online Course) On-demand training course covering client retention, referral networking, marketing plans, niche marketing strategy, and lead-generating websites, including video training and comprehensive manual.
• Capstone Community A membership program for accounting firm managing partners featuring monthly webinars, individual coaching, peer collaboration, and access to a resource library covering marketing, growth, and client retention topics.

Quantifiable outcome

• Firm grew from 11 to 70 people during Jean Caragher's tenure as marketing consultant
• +5 more outcomes

Named customers21 records

Segments1 record

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Six partnerships are on record, tiered core, major and minor.

• HubSpotcoreTechnology or IntegrationCapstone Marketing is a HubSpot Certified Partner. Jean Caragher holds HubSpot certifications in Inbound Marketing, Digital Marketing, HubSpot Sales Software, and HubSpot Marketing Software. Capstone Marketing leverages HubSpot's inbound marketing methodology and software in delivering content marketing services to CPA firm clients.
• Association for Accounting Marketing (AAM)coreStrategic or Co-development PartnerJean Caragher is deeply embedded in the Association for Accounting Marketing community. She is an inaugural Hall of Fame inductee (2001), past Volunteer of the Year (1999), and active speaker and workshop facilitator at AAM events including the AAM Summit and AAM High series. She also conducts the 'Rookie Accounting Marketer Workshop' for AAM.
• AICPA (American Institute of CPAs)majorStrategic or Co-development PartnerJean Caragher is a regular speaker at AICPA events including the AICPA Practitioners Symposium, TECH Conference, and ENGAGE! events. She has spoken on topics including client retention, marketing planning, and relationship building.
• CPA TrendlinesmajorGTM or Marketing PartnerCPA Trendlines serves as the primary retail channel for Jean Caragher's books, including 'The 90-Day Marketing Plan for CPA Firms'. The platform also publishes her articles and sells her co-authored title 'Gear Up for Growth: The Marketing Trends Manual for Accountants'.
• Ignite Practice ManagementminorGTM or Marketing PartnerIgnite Practice Management hosts Capstone Marketing's on-demand course 'Five Timeless Ways to Grow Your Accounting Firm's Client Portfolio' for sale on its platform.
• EventBriteminorGTM or Marketing PartnerEventBrite is used as the ticketing platform for Capstone Marketing's online workshops, including 'Right Size Your Client Base to Maximize Profits'.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Emerging players

• Great Jakes: Great Jakes provides marketing services and websites to professional services firms, including accounting and law. It competes with Capstone in the website and content marketing layer for professional services, though it is more productized.
• Insights Consulting: Insights Consulting provides strategic planning, client satisfaction surveys, and marketing consulting to CPA firms — closely overlapping with Capstone's Client Satisfaction Survey Services and Marketing Plans offerings.

Others

• Pavilion (formerly Revenue Collective): Pavilion is a membership community for go-to-market leaders. It is comparable to Capstone Community as a paid, cohort-based peer learning community, although Pavilion serves a broader GTM audience rather than CPA firms specifically.
• Association for Accounting Marketing (AAM): AAM is the trade association for accounting firm marketers. While not a commercial peer, AAM members and the consultant ecosystem embedded in it are the competitive labor pool from which Capstone's peers and substitutes are drawn.
• Ignite Practice Management: Ignite Practice Management is a CPA firm growth platform that hosts Capstone's on-demand course. It offers adjacent consulting, training, and benchmarking services to CPA firms, partially overlapping Capstone's educational offerings.

Regional players

• Bloomerang: Bloomerang provides donor management and marketing software plus advisory services primarily to nonprofits. Its hybrid content-plus-advisory model is comparable in structure to Capstone's, though it serves a different vertical.

Broad incumbents

• Wpromote: Wpromote is a large digital marketing agency that, while serving many verticals, has run campaigns for accounting and financial services firms. It competes for the same digital and content marketing budgets as Capstone but at much greater scale.

Direct peers

• Mango Bay Marketing: Mango Bay Marketing is a boutique agency focused on the accounting profession, providing websites, content, and branding for CPA firms. Its vertical specialization and boutique footprint make it a direct peer to Capstone.
• Hinge Marketing: Hinge is a B2B marketing firm specializing in professional services firms including accounting, legal, and consulting. Like Capstone, it sells branding, visibility, and lead generation to professional services firms, making it the closest comparable in the professional-services marketing niche.
• Schaefer Advertising: Schaefer Advertising is a Houston-based full-service agency with a dedicated accounting vertical practice offering branding, video, digital marketing, and website design to CPA firms — a closely aligned offering to Capstone's Brand Surgery and Content Marketing services.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xtwitter.com/JeanCaragher
• YouTubeyoutube.com/user/CapstoneMarketing
• Facebookfacebook.com/capstonemarketing
• LinkedInlinkedin.com/company/capstone-marketing

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Capstone Marketing