Marketing: Successful Strategies for CPA Firms

More than ever, CPA firms in today's highly-competitive environment need to create and implement effective marketing strategies to survive and thrive.

This course provides a step-by-step method for achieving practice growth. With strong coverage of branding and lead generation, it stresses identifying and defining your firm’s competitive differentiators and measurable outcomes, and assigning responsibility for your overall marketing plan.

• Understand the importance of your overall firm strategy to your firm's brand identity and marketing strategy
• Develop a cross-selling and client communication methodology to generate new service opportunities from your existing clients
• Develop and implement proven lead generation and branding strategies that will generate new opportunities
• Create a firm-wide marketing calendar to better manage and measure your marketing activities

The Manual's appendix includes tools and templates that you can customize for your firm. When you play the DVD on a computer, each tool and template can be separately viewed, saved and printed.

Prerequisite:  Leadership responsibility within a CPA firm.

View a sample video clip!

The manual's appendix includes tools and templates that you can customize for your firm. When you play the DVD on a computer, each tool and template can be separately viewed, saved and printed.

The Author/Video Moderators are Jennifer Wilson (co-founder and owner) and Tamera Loerzel (senior consultant) of ConvergenceCoaching, LLC; presenters include Sally Glick, chief marketing officer of Sobel and Co., LLC, former Chief Marketing Officer of J.H. Cohn LLP and former president of the Association for Accounting Marketing (AAM); John Malone, CPA, J.D., co-founder of Malone & Bailey, PC; James C. Metzler, CPA, AICPA Vice President – Small CPA Firm Interests; and Tracy Crevar Warren, founder of The Crevar Group and former Chief Marketing and Business Development Officer of Dixon Hughes PLLC and former AAM president.

* The DVD disk contains the video presentation and a viewable copy of each text exhibit that can be viewed, saved and printed.

** The Additional Manual is for group study training only. Unlike other formats, it has no exam answer sheet and cannot be used to earn self-study credit.