Instructor Biography

Carrie Steffen

Carrie Steffen

Co-Founder & President
The Whetstone Group
Instructor's Course List

About The Instructor

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, and has been named a consultant to watch on Accounting Today’s 100 Most Influential People in Accounting list.
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.