All Episodes

March 21, 2025 43 mins

Utilize new tech to level up thought leadership and advisory services. 


Gear Up for Growth 

With Jean Caragher

For CPA Trendlines


The latest episode of Gear Up for Growth, hosted by Jean Caragher of Capstone Marketing and powered by CPA Trendlines, featured an insightful discussion with Becky Livingston, founder and CEO of Penheel Marketing, on the role of artificial intelligence (AI) in CPA firm marketing. The conversation centered around two key takeaways: AI’s ability to enhance thought leadership efforts and its role in shifting CPAs toward more strategic client advisory services.



Marketing research shows that high-growth CPA firms prioritize thought leadership through blogging, white papers, and public speaking. AI tools such as ChatGPT, Perplexity, and Jasper are revolutionizing this space by enabling firms to generate high-quality content efficiently. These tools allow CPAs to personalize content for niche audiences, optimize SEO strategies beyond traditional search engines, and streamline content creation to maintain a consistent and authoritative online presence.

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