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Marketing Strategies for Small Firm Success

  • Accountant
  • CPA (CA)
  • CGFM
  • CISA
  • CMA
  • CPA (US)
  • CA - ICAEW
  • ACCA
  • CA - Ireland
  • CA - Scotland
  • CPA - Ireland
  • CFIRS
  • CWS

Published: November, 2021

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

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • 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.

Recommended For

  • This Online CPE webinar is recommended for CPAs, CMAs, Business Owners, Business Managers, Entrepreneurs, and Other Individuals interested in understanding and developing Marketing Strategies for the success of their Small Firm.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounting Practice Owners
  • Certified Public Accountant (CPA)
  • 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

Course Qualification

Webinar Qualifies For

  • 1.5 CPD Credit of Communication for Chartered Professional Accountant (CPA Canada)
  • 1.5 CPE Credit of Communications & Marketing for Certified Public Accountants (CPA-US)
  • 1.5 CPE Credit of Communications & Marketing for Certified Management Accountants (CMA)
  • 1.5 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1.5 CE Credit for Certified Wealth Strategist (CWS)
  • 1.5 General Credit of Communications & Marketing for Accountant/Bookkeeper/Tax Professionals
  • 1.5 CPD Credit for CA - ICAEW
  • 1.5 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 1.5 CPD Credit for Chartered Accountants - Scotland
  • 1.5 CPD Credit for CPA - Ireland
  • 1.5 CPD Credit for Chartered Certified Accountants (ACCA)
  • 1.5 CPE Credit of Oral and written communications for Certified Government Financial Manager (CGFM)
  • 1.5 CPE Credit of Reporting and Communication Techniques for Certified Information Systems Auditor (CISA)

Additional details

  • Course Level :
    Basic
  • Credits :
    1.5
  • Instructional Method :
    QAS Self Study
  • Pre-requisites :
    None
  • Advance Preparation :
    None

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.

Presenter

About Presenter

Ty Hendrickson, CPA (US)

Consultant, Inovautus Consulting

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.


About Company

Inovautus Consulting

inovautus.com/

Growing a professional services firm today is about more than just great marketing and effective business development. It includes the right people, too. Inovautus Consulting was founded on the belief that effective marketing strategy and execution combined with acquiring and retaining key talent is the foundation of growing a professional services firm. We work with accounting firms, law firms, financial planning firms, and other service-based businesses that operate in a multi-owner environment. I invite you to learn more about what we do and welcome you to check out our blog and resources section for tools that can help you grow.

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
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  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

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MP

Michael Pagano, CPA (US)

Dec 28th, 2021

Accountants don't think enough about these concepts.

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