Carrie Steffen

President

Carrie Steffen is a founding shareholder and president of The Whetstone Group Inc., which provides growth consulting services to CPA firms and other professional service firms. She has nearly 25 years of CPA firm marketing experience, and serves as president of the CPA Consultants' Alliance as well as on the board of the Association for Accounting Marketing. Before joining Whetstone, she was an in-house marketing director at RSM McGladrey.

Succession planning

The generational transition affects clients, too

Businesses are transitioning to the next generation of owners, too – and they’re mostly Gen Xers.

By Carrie Steffen

May 11