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

  • CPA (CA)
  • CMA
  • CPA (US)
"Accountant Marketing 101 Webinar: Attract, Influence, & Educate Clients in Changing Times

1 Credit


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

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?

  • Accountant
  • Accounting and audit managers/practitioners
  • Accounting Firm
  • Accounting Practice Owners
  • Bookkeepers & Accountants & Tax Preparers
  • Certified Management Accountant
  • Certified Public Accountant
  • Client Services Co-ordinator
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Tax Practitioners
  • Tax Professionals
  • Young CPA





Great webinar!


I learnt a lot about attracting, influencing and educating clients in changing times that I will apply the knowledge gained to my work.


Great program






It was a great course.