Tax Firm Marketing: 5 Essential Digital Strategies for Uncertain Times 1 Credit 1 Credit
Learning mode
Recent world events have pushed small-to-medium tax firms to digital marketing and practice management solutions at an accelerated rate. Where firms might not have traditionally embraced a digital presence, they are no longer left with a choice. The fact is that digital client communication and tools are a current necessity for maintaining and growing your practice and are likely here to stay.
The dilemma facing most firms is that understanding, navigating and implementing the right strategies and tools can feel like an impossible task. Major questions which small-to-medium tax firms needs answers on immediate basis are:Â
The goal of this presentation is to give you 5 core strategies that you can employ now to help make the upcoming filing season less stressful and more profitable for your firm. We’ll cover :
The great news is there’s ways to use tools and marketing automation where your firm can have an impactful online presence without hiring a digital marketing staff or taking valuable time away from your client work.
| License details | Credits | Status |
|---|---|---|
| Communications and Marketing for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Certified Wealth Strategist (CWS) | 1 CE | Eligible |
| Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1 CE | Eligible |
| License details | Credits | Status |
|---|---|---|
| Communications and Marketing for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Certified Wealth Strategist (CWS) | 1 CE | Eligible |
| Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1 CE | Eligible |
Credit
1
Course Level
Basic
Instructional Method
QAS Self Study
Group Internet Based
Pre-requisites
None
Advance Preparation
None
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.
Josh Madigan is in charge of customer success for the Mostad
Marketing Cloud. It’s his role to ensure
all customers understand and utilize their platform to maximize the impact to
their firm. He has more than 20 years’
experience and expertise in digital marketing and has a passion for helping
small companies achieve success through emerging technologies. Josh has focused his career in two specific key
areas; content marketing and social media marketing but also has extensive
experience and understanding in advertising technology, software as a service
and marketing automation.
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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.
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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.
How are credits reported to governing bodies?
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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