Webinar: Getting Ahead: The Art of Marketing for CPAs

WS139  |  Course  |  Intermediate  |  Scheduled

Description

To many clients, CPA firms all look the same. While services and specialties may vary significantly from one firm to another, it is hard for the avera

Credits

Number of Credits Type of Credits
2.00 Communications & Marketing

Designed For

CPAs who want to improve their firm's competitive position by utilizing new and unique marketing techniques

Prerequisites

Basic knowledge of marketing concepts

Highlights

  • Challenges of marketing CPA firms
  • Developing marketing strategy 
  • Elements of a marketing plan
  • Example: CPA firm marketing plan
  • Marketing regulatory/AICPA issues
  • Picking the right marketing channels 
  • Marketing channel statistical analysis 
  • Developing marketing metrics

Objectives

  • Identify common problems involved in marketing CPA services
  • State the common elements of a marketing plan for a service organization
  • List ethical considerations and common state regulatory requirements CPA firms must abide by in their marketing practices
  • Describe what survey data and statistics show about the effectiveness of various marketing channels
  • Describe how to develop metrics to measure the success of marketing efforts

Preparation

None

Notes

This webinar is provided by Surgent. After registering for the course, you will receive an email from Surgent with instructions for logging in to the webinar and obtaining your eMaterials.

You may confirm that your computer meets the minimum requirements by visiting: https://www.surgentcpe.com/webinartest/.

Prices

Member (Early Bird)
$99.00
Non-Member (Early Bird)
$99.00
Member
$99.00
Non-Member
$99.00
Your Price: $99.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations.