Marketing: Successful Strategies for CPA Firms

Journal of Accountancy, July 2005 | Go to article overview

Marketing: Successful Strategies for CPA Firms


Marketing: Successful Strategies for CPA Firms

For several consecutive years, MAP survey respondents have ranked marketing/practice growth as one of the five most important issues their firms face. More than ever, CPA firms in today's highly-competitive environment need to create and implement effective marketing strategies to survive and thrive.

This marketing strategies course, developed by the author/moderators of the video-based CPE course, Successful Selling Strategies for CPA Firms, provides a step-by-step method for achieving practice growth. With strong coverage of the important areas of branding and lead generation, it stresses identifying and defining measurable outcomes, assigning responsibility and meeting regularly.

Objectives:

* 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 that will generate new service opportunities from your existing clients

* Develop and implement proven lead generation strategies that will generate new opportunities for your firm

* Create a firm-wide marketing calendar to help you better manage and measure your marketing activities and investments

Video presenters include Jennifer Wilson (co-founder and owner) and Tamera Loerzel (senior consultant) of ConvergenceCoaching, LLC; Sally Glick, chief marketing officer of J. …

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