Marketing Strategies for Modern Accounting Firms

Welcome to myCPE

Date

Apr 29, 01:00 PM ET

Learning Objectives

To identify your ideal target client through the creation of a detailed “avatar”.
To analyze how to optimize website copy, calls-to-action, and other elements to attract and convert your ideal clients.
To discuss and develop an effective content strategy across blog, social media, video, and other platforms to build authority and gain new business.
To explain and leverage communication automation tools, mastering techniques to save time while fostering strong client loyalty through exceptional experiences.
To analyze effective email marketing strategies to attract prospects, navigate cross-selling tactics, and maintain sustained client engagement over the long term.

Course Description

Are you ready to propel your accounting firm to new heights through innovative marketing approaches? Join us for an enlightening course tailored for accounting professionals seeking a transformation in their firms' marketing landscape.

In this CPE Marketing Webinar, discover the art of identifying your ideal client and revolutionize your online presence to magnetize those perfect matches. Dive deep into crafting compelling content strategies across various platforms, embracing the power of communication automation, and harnessing the magic of email marketing. Learn the secret of creating your client "avatar" to tailor messages that resonate deeply. Crafting a compelling brand narrative that taps into emotions is key to influencing buying decisions. Uncover the pitfalls of common website errors and master the optimization of web content to transform casual visitors into eager leads.

Explore the dynamic world of content marketing, from impactful blogging to engaging social media and captivating video creation. Our expert-led discussions dissect pivotal platforms, content styles, and the rhythms that today's firms must adopt for differentiation, authority, and client retention. Moreover, discovered the untapped potential of communication automation that saves time while cultivating fervent client loyalty. From polished confirmation emails to seamless onboarding sequences, grasp the techniques for creating exceptional experiences.

Join us as we decode the art of email marketing, unraveling strategies to attract prospects, cross-sell services, and foster enduring client engagement. Elevate your firm's marketing game and watch your practice thrive in the digital age. Don’t miss this opportunity to revolutionize your firm's marketing strategies and position yourself at the forefront of modern accounting practices!

Major topics covered in this course:

5 strategies that transform your firm
Google business profile
Content Types and Strategies for the Busy Professional
The power of free downloadable resources
Communication Automation
Email automation software

Webinar Qualifies For

1 CPE Credit of Communications and Marketing for Certified Public Accountants (CPA-US)
1 General Credit of Communications and Marketing for Accountant/Bookkeeper/Tax Professionals
1 CPD Credit of Communication for CPA in Canada
1 CPE Credit of Communications and Marketing for Certified Fraud Examiner (CFE)
1 PDC Credit of Business Acumen for SHRM Professionals (Approval No. 24-W7PCV)
1 CPE Credit for Certified Information Systems Auditor (CISA)
1 RCH Credit of HR (General) for Human Resource Certification Institute (HRCI) (Approval No. 650542)
1 CPD Credit for Association of Chartered Certified Accountants (ACCA)
1 CPD Credit for Chartered Accountant - ICAEW
1 CPD Credit for Chartered Accountants - Scotland
1 CPE Credit of Communications and Marketing for Iowa Licensed Public Accountant (IA-LPA)
1 CPD Credit for Chartered Accountants - Ireland (CAI)
1 CPD Credit for CPA - Ireland
1 CPE Credit of Communications and Marketing for Maine Licensed Public Accountant (ME-LPA)
1 CPE Credit of Communications and Marketing for Delaware Licensed Public Accountant (DE-LPA)

About Instructor

Janel Sykora

CMO, Cajabra LLC

As the Co-founder and Chief Marketing Guru of Cajabra, Janel Sykora is no stranger to navigating the landscape of professional services sales and marketing. With a remarkable 30-year journey and a deep knowledge of the business challenges accounting firms face, she has dedicated her expertise to empowering firms in the tax, accounting, and bookkeeping sectors. Her mission? To craft and implement groundbreaking marketing strategies that not only resonate but also drive exponential growth.

Her company, Cajabra, offers a proprietary software solution and an expanded suite of marketing and process automation solutions exclusively to accounting firms.

Janel resides in the Tampa, Florida area with her husband Rick. She's a proud mother to two wonderful daughters. And if you're counting paws, add four more canine kids to the mix! When she's not implementing marketing strategies to transform accounting firms, you might find her soaking up the sun on the beach, paddleboarding, playing pickleball, or scuba diving.

Additional Information

Duration

1 Hour

Course Level

Basic

Instructional Method

Group Internet Based

Pre-requisites

None

Advance Preparation

None

FAQ’s

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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.

Ratings and Review

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Richard Blakeley, CPA (US)

Very helpful thank you

Suzanne Nicholie, CPA (US)

Great webinar

Sam Jarrar, CPA (US)

good

Gopi Vadhiya, CISA

Great experience!

Jabrille Kabli, CPA in Canada

thanks

1 Credit

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Subject Area

Communications and Marketing

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Marketing Strategies for Modern Accounting Firms

Course Details

Learning Objectives

Course Description

Qualifies for

Webinar Qualifies For

Presenter Details

About Instructor

Janel Sykora

Other Details

Additional Information

1 Hour

Basic

Group Internet Based

None

None

FAQ’s

NASBA APPROVED

Ratings and Review

4.5

Richard Blakeley, CPA (US)

Suzanne Nicholie, CPA (US)

Sam Jarrar, CPA (US)

Gopi Vadhiya, CISA

Jabrille Kabli, CPA in Canada

Subject Area

Unlimited Access Plan

Inclusions

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