Free CPE for CPAs | Tax Firm Marketing: 5 Essential Digital Strategies for Uncertain Times

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Tax Firm Marketing: 5 Essential Digital Strategies for Uncertain Times

Learning Objectives

To identify the specific needs of your firms digital marketing and practice management strategy
To understand the core digital tools and strategies tax firms are using to improve client outreach and manage virtual workflows
Develop an understanding how small firms can use automation to implement the same tools and technologies that larger firms use to serve their clients
To recognize how small firms can reach the standardized efficiency

Course Description

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:

Who at my firm will keep up to date with changing digital trends and solutions?
Who will be responsible for implementing, maintaining and optimizing these solutions?

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 essentials for keeping connected with your clients via content on your website, social media and email.
How to use automation to make this filing season a breeze.
Tools that are helping firms like yours to facilitate virtual client meetings, exchange sensitive documentation and accepting client payment through your web site.

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.

Webinar Qualifies For

1 CPE Credit of Communications and Marketing for Certified Public Accountants (CPA-US)
1 General Credit for Accountant/Bookkeeper/Tax Professionals
1 CE Credit for Certified Wealth Strategist (CWS)
1 CE Credit for Certified Fiduciary and Investment Risk Specialist (CFIRS)

About Instructor

Josh Madigan

General Manager, Tenenz

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.

Additional Information

Duration

1 Hour

Course Level

Basic

Instructional Method

Group Internet Based

Pre-requisites

None

Advance Preparation

None

FAQ’s

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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.

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I would rate this training 5 star.

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Shallako Goodrick, CPA (US)

Jonathan Gavazzi, CPA (US)

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1 Credit

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Subject Area

Communications and Marketing

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Tax Firm Marketing: 5 Essential Digital Strategies for Uncertain Times

Course Details

Learning Objectives

Course Description

Qualifies for

Webinar Qualifies For

Presenter Details

About Instructor

Josh Madigan

Other Details

Additional Information

1 Hour

Basic

Group Internet Based

None

None

FAQ’s

NASBA APPROVED

Ratings and Review

4.5

Nenita Agulto, CPA (US)

Taylor Haviland, CPA (US)

Michael Gillen, CPA (US)

Shallako Goodrick, CPA (US)

Jonathan Gavazzi, CPA (US)

Subject Area