Carrie is a founding shareholder and President of The Whetstone Group, Inc. Since 2000 Whetstone has provided growth consulting services to hundreds of CPA and professional service firms nationwide. She has 25+ 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 US, LLP.
Carrie has presented for the AICPA, the Association for Accounting Marketing‘s (AAM) Annual Summit, the Indiana CPA Society annual meeting, DFK USA, CPAmerica, AGN North America, Moore Stephens North America, MSI Global Alliance’s International Managing Partner Conference, BKR International, PKF North America and The International Group of Accounting Firms (GAF). She has been published in AAM’s MarkeTrends, The Journal of Accounting Marketing, CPA Practice Management Forum and INSIDE Public Accounting. She has been a frequent guest on the Accounting Today podcast, the Radical CPA’s Let’s Get Radical podcast and Thompson Reuters’ Pulse of the Practice. Carrie is also co-author of the book Bridging The Gap: Strengthening The Connection Between Current Emerging Leaders, which is available for purchase on Amazon.com.
Carrie is past-President 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 is also former treasurer of the National Association for Accounting Marketing, has served multiple terms on the Board of Directors and is currently a member of the strategic technology planning committee. Carrie is also a member of the CPA Consultant’s Trust.