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Accountant Marketing 101: How to Make Your First Impression Count

  • Accountant
  • CPA (CA)
  • CMA
  • CPA (US)
  • CFIRS
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

Is your firm communicating your value in a way that drives conversion?

The copy you use, the content you share, and your initial offer can heavily influence how people engaging with you react.

When it comes to attracting new clients, it is key to make a strong first impression from that first touchpoint – whether that be your website, phone, reviews, or even social media. The most common differentiator we see from our top-performing pros is that they understand the importance of showcasing their expertise and safeguarding their reputation online. 

In today’s digital world, prospects are engaging with your brand online without you knowing it. It is this first impression that will drive a web visitor to contact you versus continuing their search.

Major Topics covered in this online CPE webinar:

  • How to target a niche?
  • How to invest in well written copy?
  • How to keep website visitors engaged?
  • How to communicate frequently and effectively?
  • How to take the long view when building your reputation?
  • When to have a clear call to action?
  • How to utilize technology across the board?
  • How to say no?

Register now for this online CPE webinar to learn 8 ways to make your first impression count as a tax & accounting professional.


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

Learning Objectives

  • To discuss the strategies for prospecting and attracting new clients.
  • To list down the niche/ speciality examples.
  • To discuss different strategies to pull your visitors further into your site.
  • To discuss ways to build up third-party reviews.

Recommended For

  • This online CPE webinar is recommended for CPAs and Accounting and Tax professionals desiring to learn marketing skills while earning CPE hours.

Who Should Attend?

  • Accountant
  • Accounting and audit managers/practitioners
  • Accounting Firm
  • Accounting Practice Owners
  • Bookkeepers & Accountants & Tax Preparers
  • Certified Management Accountant (CMA)
  • Certified Public Accountant (CPA)
  • Chartered Professional Accountant
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Senior Accountant
  • Tax Professionals
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 CPD Credit for Chartered Professional Accountant (CPA Canada)
  • 1 CPE Credit of Communications & Marketing for Certified Public Accountants (CPA-US)
  • 1 CPE Credit for Certified Management Accountants (CMA)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 General Credit for Accountant/Bookkeeper/Tax Professionals

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • Instructional Method :
    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 through its website: www.NASBARegistry.org.

Presenter

About Presenter

Lee Reams

Chief Executive Officer (CEO), CountingWorks PRO

Lee Reams II (Founder & CEO) is the energy behind CountingWorks PRO. He is actively involved in product development, marketing, and website development. He prides himself on listening to clients' needs while developing first-class solutions and is known to monitor his iPhone at all hours of the day. In addition, Lee has presented marketing and growth concepts to tens of thousands of tax and accounting professionals. When Lee is not busy putting his ideas to work, he enjoys spending time with his wife, Allison, and daughter, Whitney. Also, he is an active hiker, mountain biker and loves exploring the Sierra backcountry.


About Company

CountingWorks PRO

www.countingworkspro.com/

CountingWorks PRO is an all-in-one marketing automation platform and CRM, built for tax and accounting professionals. Move on from the slow, one-by-one referral mindset into the automated machine stage, where CountingWorks PRO develops your digital presence that will drive new business for years to come. The team at CountingWorks PRO promises better financial outcomes for pros and their clients. Easy communication, world class web presence, seamless video interviews, and client onboarding.


Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

4.6

27 Ratings

Excellent

17

Very Good

8

Average

2

Poor

0

Terrible

0

KT

Kaylie Teague, RTRP

Jul 27th, 2021

Very informative, very engaging and covered all the bases that I needed. Overall very pleased.

MB

Marlene Baker, CPA (US)

Jul 27th, 2021

The webinar was interesting and informative!

NS

Nick Shields, CPA (US)

Jul 27th, 2021

Great tips that I've never thought of.

KG

Kevin Gates, CPA (US)

Jul 27th, 2021

Overall, the experience was great.

ED

Elhadji Diagne, CPA (US)

Jul 27th, 2021

Interesting Topic

Accountant Marketing 101: How to Make Your First Impression Count

FREE

1 Credit

Subject Area

Communications & Marketing

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