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Client Acquisition 101 (for Solo-Practitioners)

  • CPA (CA)
  • CMA
  • CPA (US)
Client Acquisition 101 (for Solo-Practitioners)

1 Credit


Subject Area

Business Management and Organization

Webinar Qualifies For

1 CPE credit of Business Management & Organization 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

With so many ways to market and advertise your practice, it can be really overwhelming with attracting the right clientele. We all need clients to sustain our business and even more to grow it. If you have been frustrated or unsure as to what to do about getting new clients then this online continuing education course will help you with effective and practical advice to build your practice with clients you want.

Getting the right clients that will pay you is a challenge especially if you are just starting your practice and trying to sort out what services and the type of clients you want to tend to. As a solo-practitioner, we are limited in our budgets and time to build financially sound practices so it is vital that we make the best of our resources and ensure that we get results.

Understanding these basic but fundamental ideas provided in this online CPE course will help you easily grow your practice.

Key topics covered in this online CPE webinar:

  • What is client acquisition?
  • How to target prospective clients?
  • How to develop a client acquisition strategy?

Learning Objectives

  • To identify the factors for building clientele
  • To evaluate what clients are looking for when engaging with a professional
  • To provide examples and ideas for implementing effective methods for acquiring clients
  • To discuss the vital tools needed when growing your practice

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Bookkeepers & Accountants & Tax Preparers
  • Certified Management Accountant
  • Certified Public Accountant
  • Chartered Professional Accountant
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Young CPA





myCPE is great




The lecturer was fantastic - lots of good tips and tricks shared, and material was relevant. I felt like the opportunity for Q&A was quickly passed by and most of us weren't given ample opportunity to ask questions.




insightful webinar


Although the course was not what I expected to learn, it was still useful in soft skill application to gain clients and among other professional avenues.