5 Priorities for New Marketers at Accounting Firms 1 Credit
Learning mode
Dec 16, 2024 | 12:00 PM
ET
Are you newly tasked with marketing responsibilities at your accounting firm? Are you wondering where to start and what you should do? In this webinar, you will learn the 5 key priorities to gain traction quickly and ensure you are on the right track.
In this CPE Course, we'll cover the top five priorities that can set you up for success. From understanding your target audience and crafting a compelling value proposition to leveraging digital marketing tools and measuring campaign effectiveness, we’ll provide practical guidance to help you navigate your new role. Focusing on these critical areas can create a solid foundation for your marketing efforts and contribute to your firm’s growth.
Being the only in-house marketer can be daunting. It can be difficult to justify your existence or show that you are making a meaningful contribution to the firm. Follow these five Priorities, and you will be off to a great start and set yourself and your firm up for long-term success.
Don’t miss this opportunity to jumpstart your marketing career and make a meaningful impact at your accounting firm.
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Pre-requisites
Advance Preparation
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Apoorv Dwivedi is the founder at Fixyr, a boutique consultancy he set up to help accounting, tax and business advisory practices across North America. Before founding Fixyr Apoorv worked for 25+ years at leading high growth CPA and financial firms in senior leadership, strategy, and marketing roles.
In his time at public practice and after setting up Fixyr, he has developed and executed successful plans for thousands of CPAs and designated professionals. He’s managed over$40MM in spend, had P&L responsibility, and was responsible for recruiting, leading, and coaching over 200 staff. He has led a number of innovation initiatives, product development and market research at accounting & advisory firms, fintech startups and mid-size financial institutions.
He regularly speaks on strategy, marketing, and innovation-related topics at industry conferences, and volunteers on boards of industry and non-profit organizations.
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To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
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We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.
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