Getting Ahead – The Art of Marketing for CPAs

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 average person to see this by simply looking at the sign outside our office door. Is there any way to make us stand out more to the outside world? Through surveys, statistics, and examples, this course looks at how CPA firms can develop a marketing plan beyond just relying on referrals. We look at the pluses and minuses of various marketing channels, regulatory constraints, and how to measure success in the competitive financial services space.

Learning 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

Major Topics

• 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

Provider
Peters Professional Education L.L.C.
Course Level
Intermediate
CPE Field of Study
Communications and Marketing
1.5
Who Should Attend

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

Instructor(s)
David Peters
Prerequisites

Basic knowledge of marketing concepts

Advanced Preparation

None

Location
Online
Event Information
When
Dec 5, 2023
10:00 am - 11:30 am EST
Location
Online
Total CPE Credits
1.5
Format
Webcast Replay

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$70.00

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$100.00
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Getting Ahead – The Art of Marketing for CPAs


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