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Marketing strategies for small firm success

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Before starting this self study program, please go through the instructional document.


  • Cutting through the noise
    4 mins
  • What is the real value of a small firm?
    18 mins
  • Determining your ideal client
    25 mins
  • Once you have clients. How do you keep them?
    41 mins
  • Empower them to go above and beyond
    51 mins

Course Description

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.

Learning Objectives

  • To define value in small firms and individuals.
  • To analyze your ideal client.
  • To evaluating your services with the needs of your ideal client.
  • To list 3 foundations of client service.
  • To list 3 ways you can promote good client service.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounting Practice Owners
  • Certified Public Accountant
  • Cloud Accountants
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • VP Accounts
  • Young CPA