CPE Packages (Incl. Ethics) for Multiple States and Qualifications Available. Price $4/credit - CLICK HERE to view.

"Accountant Marketing 101 Webinar: Attract, Influence, & Educate Clients in Changing Times

Lee Reams II

CountingWorks PRO

Friday, August 13, 2021 | 01:00 PM EDT

  • CPA Canada
  • CMA
  • CPA

1 Credit

FREE

Subject Area

Communications & Marketing

Webinar Qualifies For

1 CPE credit of Communication and Marketing for all CPAs

1 CPE credit for Certified Management Accountants (CMA)

1 CPD credit (Verifiable) for Canadian CPAs

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

everything you need to know about partnerships

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basis calculations & distributions for pass-thru entity owners schedule k-1 analysis (latest)

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Jul 26, 2021 | 09:00 AM EDT View Details

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Jul 26, 2021 | 09:30 AM EDT View Details

basic concepts of fixed asset accounting

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Jul 26, 2021 | 09:30 AM EDT View Details

quickbooks for desktop pc exploring the interface - for beginners

(1)

Jul 26, 2021 | 10:00 AM EDT View Details

yellow book boot camp – introduction to nfp and governmental accounting & auditing

Jul 26, 2021 | 10:00 AM EDT View Details

excel accountant: intro to spreadsheets in-depth

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Jul 26, 2021 | 10:00 AM EDT View Details

2020 t2 - step-by-step guide preparing t2 return in profile

Jul 26, 2021 | 10:00 AM EDT View Details

workplace culture

Jul 26, 2021 | 10:00 AM EDT View Details

employment law – what will get you sued in 2021

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Jul 26, 2021 | 10:30 AM EDT View Details

ethics irs circular 230 - controversy side of circular 230

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Jul 26, 2021 | 10:30 AM EDT View Details

s-corp preparation, basis calculations & distributions – form 1120s schedule k & k-1 analysis

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Jul 26, 2021 | 11:00 AM EDT View Details

agile auditing

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Jul 26, 2021 | 11:00 AM EDT View Details

itemized deduction updates - with examples & case studies (basic overview)

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Jul 26, 2021 | 11:30 AM EDT View Details

excel’s data validation tools - keep out bad data from the start

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Jul 26, 2021 | 11:30 AM EDT View Details

Course Description

Marketing is a crucial part of building any business, but one with which accounting firms often struggle. Many cite bringing in new clients as the top challenge to growing their business. Referrals and word-of-mouth have long been popular marketing methods for new business, but they can no longer be the only tools in your arsenal if you want to continue to grow your firm in today’s digital age.

Providing five-star tax and accounting service alone is not enough to satisfy clients in the digital age. 

If your tax & accounting practice wants to gain and retain more clients, it's crucial to be a trusted advisor from the first conversation through the rest of the relationship. 

We strongly believe that individuals and small business owners who work with pros (like you) achieve greater financial outcomes and are more prosperous throughout their lives. So, we're excited to share our decades of industry expertise to help you reach your practice goals. 

Major topics covered in this online CPE webinar:

  • How to build an effective Tax & accounting practice website
  • How to make Word-of-mouth referrals work for you
  • How to have a presence on the key marketplaces
  • How to have a presence on social media
  • How to seek for directory listings & citations
  • How to have a Google My Business (GMB) listing
  • How to use effective attraction techniques in video, articles, & content
  • What are the 4 ways to make clients happy every day

Register now for this online CPE webinar to learn leading practices to attract, influence, and educate your clients: 

Click here for more webinar on | Communication & Marketing | Personal Development | Business Organization & Management |


Learning Objectives

  • To determine how to attract prospects with your online presence
  • To recognize how to positively influence your clients lives
  • To discuss strategies to practice educating clients consistently

Who Should Attend?

  • Accounting Firm
  • Certified CPA Canada
  • Certified Management Accountant
  • Certified Public Accountant
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Enrolled Agent
  • Tax Professionals
  • Tax Pros
  • Young CPA