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Marketing Strategies for Modern Accounting Firms 1 Credit

Marketing Strategies for Modern Accounting Firms 1 Credit

  • Rating

    4.7
  • Reviewed on

    February, 2024
  • Subject Area

    Communications and Marketing

Select your learning mode

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

Aug 26, 10:00 AM ET

Learning Objective

  • To identify your ideal target client through the creation of a detailed “avatar”.
  • To analyze how to optimize website copy, calls-to-action, and other elements to attract and convert your ideal clients.
  • To discuss and develop an effective content strategy across blog, social media, video, and other platforms to build authority and gain new business.
  • To explain and leverage communication automation tools, mastering techniques to save time while fostering strong client loyalty through exceptional experiences.
  • To analyze effective email marketing strategies to attract prospects, navigate cross-selling tactics, and maintain sustained client engagement over the long term.

Course Overview

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:

  • 5 strategies that transform your firm
  • Google business profile
  • Content Types and Strategies for the Busy Professional
  • The power of free downloadable resources
  • Communication Automation
  • Email automation software

  • 1 CPE Credit of Communications and Marketing for Certified Public Accountants (CPA-US)
  • 1 General Credit of Communications and Marketing for Accountant/Bookkeeper/Tax Professionals
  • 1 CPD Credit of Communication for CPA in Canada
  • 1 CPE Credit of Communications and Marketing for Certified Fraud Examiner (CFE)
  • 1 CPE Credit of Reporting and Communication Techniques for Certified Information Systems Auditor (CISA)
  • 1 CPD Credit for Association of Chartered Certified Accountants (ACCA)
  • 1 CPD Credit for Chartered Accountant - ICAEW
  • 1 CPE Credit of Communications and Marketing for Iowa Licensed Public Accountant (IA-LPA)
  • 1 CPE Credit of Communications and Marketing for Maine Licensed Public Accountant (ME-LPA)
  • 1 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 1 CPD Credit for Chartered Accountants - Scotland
  • 1 CPD Credit for CPA - Ireland
  • 1 CPE Credit of Communications and Marketing for Delaware Licensed Public Accountant (DE-LPA)

  • 1 CPE Credit of Communications and Marketing for Certified Public Accountants (CPA-US)
  • 1 General Credit of Communications and Marketing for Accountant/Bookkeeper/Tax Professionals
  • 1 CPD Credit of Communication for CPA in Canada
  • 1 CPE Credit of Communications and Marketing for Certified Fraud Examiner (CFE)
  • 1 CPE Credit of Reporting and Communication Techniques for Certified Information Systems Auditor (CISA)
  • 1 CPD Credit for Association of Chartered Certified Accountants (ACCA)
  • 1 CPD Credit for Chartered Accountant - ICAEW
  • 1 CPE Credit of Communications and Marketing for Iowa Licensed Public Accountant (IA-LPA)
  • 1 CPE Credit of Communications and Marketing for Maine Licensed Public Accountant (ME-LPA)
  • 1 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 1 CPD Credit for Chartered Accountants - Scotland
  • 1 CPD Credit for CPA - Ireland
  • 1 CPE Credit of Communications and Marketing for Delaware Licensed Public Accountant (DE-LPA)

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

Janel Sykora
Janel Sykora

CMO, Cajabra LLC

  • 4.7
  • rating
  • rating
  • rating
  • rating
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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.

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

4.7

Excellent

Very Good

Average

Poor

Terrible

KL

Kenneth Lindow, CPA (US)

I enjoyed the program. She made some very good points that gave me some points to implement in the future.

MA

Matthew Aguilar, CPA (US)

Crucial information for how to get new clients.

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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