CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

Marketing Your Professional Services: The Tools you need and the Method for Achieving Success

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


  • Fascinate Your Clients
    4 mins
  • Bill to Reward Productivity
    17 mins
  • 4 Levels of Success in business
    28 mins
  • Gorilla Marketing system
    32 mins
  • Effective Referral and Retention Program
    71 mins
  • Market on Your Results
    80 mins

Course Description

Unprecedented revenue opportunities have come to the marketplace, but many firms struggle to understand how to market themselves to compete for and leverage these opportunities. This CPE webinar will get right to the point and support you with useful information about how you can market your professional services.

When we get right to the point, there are three things stopping anyone in professional services from being highly successful.

  • Knowing what to do.
  • Knowing how to do it. 
  • Getting it done. 

The Online marketing CPE webinar will cover a plethora of examples of ways firm owners in many professional services fields have been highly successful in growing their practices. These proven tools you need in your kit will help your clients and yourself. Next, the webinar will discuss the How to's. There are different ways to get to the same end, but very few produce results at the level and timeframe you’d like. Finally, we will share a few key ways to help you implement these strategies quickly, in a timely manner, and with team buy-in and focus.

Learning Objectives

  • To begin to zero in on the best practices for your particular needs and goals.
  • To identify the tools and outside resources available to you for personally doing the work or outsourcing it to others.
  • To create a dynamic, active Marketing Strategy for your entire firm to follow and be accountable to.
  • To recognize and implement 3 excellent strategies for taking action on your marketing strategy, and getting buy-in and results from others who work with you.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounting Practice Owners
  • Chief Accounting Officer
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Preparer
  • Tax Pros
  • Young CPA