April 28, 2025


Webcast Replay


1 CPE

A 7-Step Framework for Marketing Client Accounting Services

April 28, 2025
Webcast Replay
1 CPE

A 7-Step Framework for Marketing Client Accounting Services

Learning Objectives

After attending this presentation, you will be able to... Identify profitable business niches Recall key attributes of the audiences that you want to reach Identify effective packages and services for CAS services Recognize how to deliver a marketable service offering Identify strategies for lead generation Recall a process for selling to leads Select the right technology to help close sales and nurture referrals

Major Topics

The major topics covered in this class include: An efficient process to identify, attract and consultatively sell CAS to new prospects Remain and leverage being "top of mind" with prospects and existing by communicating the real value of your services using a variety of channels How to efficiently create and deliver an effective, ongoing, marketing, and sales plan with specific tools and tactics to sell your firm's CAS offering and differentiate you in the market

CPE Credits Available

1 CPE
1
Business Management & Organization

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Business & Industry
  • Leadership
  • Pracitioner
  • Pracitioner's
  • Pracitioners

Prerequisites

None

Advanced Preparation

None

Intended Audience

Accounting professionals developing and offering client accounting services.

Provider

CPA Crossings

Register For This Event

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  • MACPA Non-Member

    $ 65 65
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