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Accountant Marketing 101: How to Make Your First Impression Count

  • CPA (CA)
  • CMA
  • CPA (US)
Accountant Marketing 101: How to Make Your First Impression Count

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

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.

Who Should Attend?

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


    [average] => 4.5556
    [no_of_record] => 27




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


Great tips that I've never thought of.


The webinar was interesting and informative!


Overall, the experience was great.


Interesting Topic


This presentation was more of a sales pitch than a webinar, but it did introduce a product that some might find to be useful in their businesses.