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Attract Quality Clients to Your Firm 1 Credit

Attract Quality Clients to Your Firm 1 Credit

Grow Your Dream Firm without Spending Tons of Money

  • Rating

    4.6
  • Published on

    September, 2024
  • Subject Area

    Business Mgmnt and Org

Select your learning mode

  • Access the course at your convenience
  • Take the assessment test
  • Get your certificate
  • Answer the polling questions
  • Get your certificate

Nov 08, 10:00 AM ET

Learning Objective

  • Discuss the #1 marketing mistake that pushes away quality clients.
  • How to elevate your firm and rise above the competition 
  • The 5-step client attraction system 
  • Learn strategies to attract high-value clients and boost revenue.
  • Master techniques for crafting compelling marketing messages.
  • Understand how to communicate your value to potential clients.


Course Overview

Do you get lackluster results from your marketing efforts? Everyone else is marketing, so you follow their lead. You envision filling your calendar with new client consults, but your marketing message gets crickets. 

When your message falls on deaf ears, there is a disconnect. This signals that you’re blending in rather than standing out. That’s when the time, money, and effort you spend become a cost instead of an investment. Potential clients are easily distracted by a wide variety of options. So, capturing their attention in 2 seconds before they move on is essential. 

Most accounting professionals chase clients. But the magic happens when you attract them to you, and they eagerly want to know more.  Nailing your message—whether in person or virtually—is extremely client-attractive. This is for you if you're ready to communicate your value clearly. 

Key topics covered:

  • Client Attraction Strategies
  • Effective Messaging Techniques
  • High-Value Client Acquisition
  • Niche Market Specialization
  • Value Communication Mastery

Start today with this CPE Course and discover how to transform your accounting firm by attracting the clients you truly want to serve.


Dive into the world of CPA CPE Courses with MY-CPE. Our online courses are here to help you complete your CPA CPE credits seamlessly. We cover a wide range of topics delivered by professional subject matter experts. Forget the traditional way of learning with flexible scheduling and learn at your own pace. Join us and start your journey toward professional growth today!

  • 1 CPE Credit of Business Mgmnt and Org for Certified Public Accountants (CPA-US)
  • 1 General Credit of Business Mgmnt and Org for Accountant/Bookkeeper/Tax Professionals
  • 1 CPD Credit of Business Mgmnt and Org for CPA in Canada
  • 1 CPE Credit of Business Mgmnt and Org for Certified Management Accountants (CMA)
  • 1 CPE Credit of Business Mgmnt and Org for Chartered Global Management Accountants (CGMA)
  • 1 CPD Credit for Association of Chartered Certified Accountants (ACCA)
  • 1 CPD Credit for Chartered Accountant - ICAEW
  • 1 CPE Credit of Business Mgmnt and Org for Iowa Licensed Public Accountant (IA-LPA)
  • 1 Points Credit of Business Management for Certified Professional in Talent Development (CPTD)
  • 1 CPE Credit of Business Mgmnt and Org for Maine Licensed Public Accountant (ME-LPA)
  • 1 CPE Credit of Business Mgmnt and Org for Delaware Licensed Public Accountant (DE-LPA)
  • 1 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 1 CPD Credit for Chartered Accountants - Scotland
  • 1 CPD Credit for CPA - Ireland
  • 1 Points Credit of Business Management for Associate Professional in Talent Development (APTD)

  • 1 CPE Credit of Business Mgmnt and Org for Certified Public Accountants (CPA-US)
  • 1 General Credit of Business Mgmnt and Org for Accountant/Bookkeeper/Tax Professionals
  • 1 CPD Credit of Business Mgmnt and Org for CPA in Canada
  • 1 CPE Credit of Business Mgmnt and Org for Certified Management Accountants (CMA)
  • 1 CPE Credit of Business Mgmnt and Org for Chartered Global Management Accountants (CGMA)
  • 1 CPD Credit for Association of Chartered Certified Accountants (ACCA)
  • 1 CPD Credit for Chartered Accountant - ICAEW
  • 1 CPE Credit of Business Mgmnt and Org for Iowa Licensed Public Accountant (IA-LPA)
  • 1 Points Credit of Business Management for Certified Professional in Talent Development (CPTD)
  • 1 CPE Credit of Business Mgmnt and Org for Maine Licensed Public Accountant (ME-LPA)
  • 1 CPE Credit of Business Mgmnt and Org for Delaware Licensed Public Accountant (DE-LPA)
  • 1 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 1 CPD Credit for Chartered Accountants - Scotland
  • 1 CPD Credit for CPA - Ireland
  • 1 Points Credit of Business Management for Associate Professional in Talent Development (APTD)

Additional Information

Credits

1

Course Level

Basic

Instructional Method

QAS Self Study
Group Internet Based

Pre-requisites

None

Advance Preparation

None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.

About Instructor

Loren Fogelman| CE/CPE/CPD Courses for CFE CMA & more
Loren Fogelman

Business Coach, Business Success Solution

  • 4.5
  • rating
  • rating
  • rating
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Loren Fogelman is a keynote speaker and one of America’s top ranked business coaches. From 2018 to 2021, she continues to be recognized by HubSpot in its annual list of the world’s top 22 business coaches.  

She delivers talks and workshops across the United States at major conferences such as Inbound, one of the world’s most esteemed content marketing events for entrepreneurs, as well as many niche accounting conferences.  

Loren is an expert in pricing strategy and sales for accounting professionals. She coaches them to shift away from the “dollars-per-hour” pricing trap to a value-based pricing model. This allows her clients to reduce workload by as much as 50% while doubling revenues. 

She’s a regular contributor to Intuit’s Firm of the Future series, Accounting Web and the author of two Amazon best seller books: The Winning Point: How to Master the Mindset of Champions and The Success Solution: Break Through Limiting Beliefs for Business Success.  

Ready to value price your services? Discover how to double your income while working half the time. Claim your FREE RESOURCE to separate your fees from your time at https://www.businesssuccesssolution.com/value-book/. 

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course 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.

How are credits reported to governing bodies?

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.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars approved by NASBA and other regulatory bodies?

Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.

What are the requirements to maintain compliance with live webinar courses?

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.

How can I access my webinar completion certificates?

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.

How are credits reported to governing bodies?

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.

Ratings and Review

4.6

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SJ

Sam Jarrar, CPA (US)

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Inclusions
  • Multiple Credits
    Multiple Credits

    Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.

  • Certifications & Reporting
    Certifications & Reporting

    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.

  • Credit Tracker
    Credit Tracker

    Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.

  • Certificate Vault
    Certificate Vault

    Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.

  • Compliance Reminders
    Compliance Reminders

    Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.

  • Mobile App Access
    Mobile App Access

    The myCPE Mobile App allows you to learn on the go, providing access to educational content on Android and Apple iOS devices. You can learn anytime and anywhere, making it convenient for busy schedules.

  • Live Support
    Live Support

    Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.

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