Marketing Strategies for Small Firm Success 1.5 Credits
Learning mode
When business owners sit down to write their marketing plan, they need to consider what makes sense for their small business?
What is working in the marketplace?
And where should they start?
The success of a small business has a lot to do with its marketing plan.
Marketing is used to attract the customers needed to keep a business viable and operational. Marketing strategies are used to help a business achieve sales goals and branding initiatives. Through a variety of tactics, marketers work to attract the right customers to the business.
As a small business owner, you already know that you need a strong marketing plan — but you may not know how to go about creating an effective strategy.
Should you stick with your tried-and-true marketing strategies, or mix them up with a new approach?
How do you go about selecting and building a marketing strategy that works for your small business when there are dozens of options?
In this CPE course, small firms will learn what it takes to compete in the market and grow a profitable practice by making successful marketing strategies.
Understanding what value an individual and firm bring to their clients is the first step in developing a marketing strategy.
From there, tailoring all of your messaging to speak directly to your ideal client and articulate your value in products and services is important to grow a healthy and profitable practice.
| License details | Credits | Status |
|---|---|---|
| Communications and Marketing for Certified Public Accountants (CPA-US) | 1.5 CPE | Approved |
| Communication for CPA in Canada | 1.5 CPD | Eligible |
| Communications and Marketing for Delaware Licensed Public Accountant (DE-LPA) | 1.5 CPE | Eligible |
| Oral and written communications for Certified Government Financial Manager (CGFM) | 1.5 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 1.5 CPD | Eligible |
| Chartered Accountant - ICAEW | 1.5 CPD | Eligible |
| Communications and Marketing for Iowa Licensed Public Accountant (IA-LPA) | 1.5 CPE | Eligible |
| Communications and Marketing for Maine Licensed Public Accountant (ME-LPA) | 1.5 CPE | Eligible |
| Chartered Accountants - Ireland (CAI) | 1.5 CPD | Eligible |
| Chartered Accountants - Scotland | 1.5 CPD | Eligible |
| CPA - Ireland | 1.5 CPD | Eligible |
| License details | Credits | Status |
|---|---|---|
| Communications and Marketing for Certified Public Accountants (CPA-US) | 1.5 CPE | Approved |
| Communication for CPA in Canada | 1.5 CPD | Eligible |
| Communications and Marketing for Delaware Licensed Public Accountant (DE-LPA) | 1.5 CPE | Eligible |
| Oral and written communications for Certified Government Financial Manager (CGFM) | 1.5 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 1.5 CPD | Eligible |
| Chartered Accountant - ICAEW | 1.5 CPD | Eligible |
| Communications and Marketing for Iowa Licensed Public Accountant (IA-LPA) | 1.5 CPE | Eligible |
| Communications and Marketing for Maine Licensed Public Accountant (ME-LPA) | 1.5 CPE | Eligible |
| Chartered Accountants - Ireland (CAI) | 1.5 CPD | Eligible |
| Chartered Accountants - Scotland | 1.5 CPD | Eligible |
| CPA - Ireland | 1.5 CPD | Eligible |
| License details | Credits | Status |
|---|---|---|
| Communications and Marketing for Certified Public Accountants (CPA-US) | 1.5 CPE | Approved |
| Communication for CPA in Canada | 1.5 CPD | Eligible |
| Communications and Marketing for Delaware Licensed Public Accountant (DE-LPA) | 1.5 CPE | Eligible |
| Oral and written communications for Certified Government Financial Manager (CGFM) | 1.5 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 1.5 CPD | Eligible |
| Chartered Accountant - ICAEW | 1.5 CPD | Eligible |
| Communications and Marketing for Iowa Licensed Public Accountant (IA-LPA) | 1.5 CPE | Eligible |
| Communications and Marketing for Maine Licensed Public Accountant (ME-LPA) | 1.5 CPE | Eligible |
| Chartered Accountants - Ireland (CAI) | 1.5 CPD | Eligible |
| Chartered Accountants - Scotland | 1.5 CPD | Eligible |
| CPA - Ireland | 1.5 CPD | Eligible |
Credits
Course Level
Instructional Method
Pre-requisites
Advance Preparation
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Ty is a CPA with almost 20 years of experience in both public accounting and sales. Ty worked as an accountant at firms ranging from small to large prior to moving into the accounting technology sector successfully building sales training programs for both Wolters Kluwer and Bloomberg BNA. Working in different areas of the accounting industry, Ty recognized that sales and business development skills are a necessary part of the job of a CPA, but also the most underserved in terms of skill development and training. Ty’s passion is to provide the tools necessary for accountants to not only be successful but also enjoy business development. Ty has a Bachelor’s degree in Accountancy from Transylvania University in Lexington, KY.
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To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
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