Marketing: Successful Strategies for CPA Firms

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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.


* 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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