Marketing Strategies for Modern Accounting Firms 1 Credit
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Are you ready to propel your accounting firm to new heights through innovative marketing approaches? Join us for an enlightening course tailored for accounting professionals seeking a transformation in their firms' marketing landscape.
In this CPE Marketing Webinar, discover the art of identifying your ideal client and revolutionize your online presence to magnetize those perfect matches. Dive deep into crafting compelling content strategies across various platforms, embracing the power of communication automation, and harnessing the magic of email marketing. Learn the secret of creating your client "avatar" to tailor messages that resonate deeply. Crafting a compelling brand narrative that taps into emotions is key to influencing buying decisions. Uncover the pitfalls of common website errors and master the optimization of web content to transform casual visitors into eager leads.
Explore the dynamic world of content marketing, from impactful blogging to engaging social media and captivating video creation. Our expert-led discussions dissect pivotal platforms, content styles, and the rhythms that today's firms must adopt for differentiation, authority, and client retention. Moreover, discovered the untapped potential of communication automation that saves time while cultivating fervent client loyalty. From polished confirmation emails to seamless onboarding sequences, grasp the techniques for creating exceptional experiences.
Join us as we decode the art of email marketing, unraveling strategies to attract prospects, cross-sell services, and foster enduring client engagement. Elevate your firm's marketing game and watch your practice thrive in the digital age. Don’t miss this opportunity to revolutionize your firm's marketing strategies and position yourself at the forefront of modern accounting practices!
Major topics covered in this course:
| License details | Credits | Status |
|---|---|---|
| Communications and Marketing for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Communication for CPA in Canada | 1 CPD | Eligible |
| Communications and Marketing for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Communications and Marketing for Certified Fraud Examiner (CFE) | 1 CPE | Eligible |
| Reporting and Communication Techniques for Certified Information Systems Auditor (CISA) | 1 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 1 CPD | Eligible |
| Chartered Accountant - ICAEW | 1 CPD | Eligible |
| Communications and Marketing for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Communications and Marketing for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Chartered Accountants - Ireland (CAI) | 1 CPD | Eligible |
| Chartered Accountants - Scotland | 1 CPD | Eligible |
| CPA - Ireland | 1 CPD | Eligible |
| License details | Credits | Status |
|---|---|---|
| Communications and Marketing for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Communication for CPA in Canada | 1 CPD | Eligible |
| Communications and Marketing for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Communications and Marketing for Certified Fraud Examiner (CFE) | 1 CPE | Eligible |
| Reporting and Communication Techniques for Certified Information Systems Auditor (CISA) | 1 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 1 CPD | Eligible |
| Chartered Accountant - ICAEW | 1 CPD | Eligible |
| Communications and Marketing for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Communications and Marketing for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Chartered Accountants - Ireland (CAI) | 1 CPD | Eligible |
| Chartered Accountants - Scotland | 1 CPD | Eligible |
| CPA - Ireland | 1 CPD | Eligible |
Credit
1
Course Level
Basic
Instructional Method
QAS Self Study
Group Internet Based
Pre-requisites
None
Advance Preparation
None
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.
As the Co-founder and Chief Marketing Guru of Cajabra, Janel Sykora is no stranger to navigating the landscape of professional services sales and marketing. With a remarkable 30-year journey and a deep knowledge of the business challenges accounting firms face, she has dedicated her expertise to empowering firms in the tax, accounting, and bookkeeping sectors. Her mission? To craft and implement groundbreaking marketing strategies that not only resonate but also drive exponential growth.
Her company, Cajabra, offers a proprietary software solution and an expanded suite of marketing and process automation solutions exclusively to accounting firms.
Janel resides in the Tampa, Florida area with her husband Rick. She's a proud mother to two wonderful daughters. And if you're counting paws, add four more canine kids to the mix! When she's not implementing marketing strategies to transform accounting firms, you might find her soaking up the sun on the beach, paddleboarding, playing pickleball, or scuba diving.
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.
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.
KL
I enjoyed the program. She made some very good points that gave me some points to implement in the future.
MA
Crucial information for how to get new clients.
Mar 04, 09:30 AM ET
Mar 19, 02:30 PM ET
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Mar 28, 10:00 AM ET
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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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