April 28, 2025

Webinar

1 CPE

Webinar (CPA Crossings): A 7-Step Framework for Marketing Client Accounting Services 🗓️

April 28, 2025
Webinar
1 CPE

Webinar (CPA Crossings): A 7-Step Framework for Marketing Client Accounting Services 🗓️

  • Instructor

    Gaynor
    Hardy (Meilke)

🗓️ View additional dates for this course

This course will help you develop an effective plan for revenue generation with client accounting services. The course will help you define and market to your chosen niches with effective and cost-efficient tactics. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

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/Practice Management

Prerequisites

None

Advanced Preparation

This webinar is produced by CPA Crossings. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

Accounting professionals developing and offering client accounting services.

Provider

CPA Crossings, LLC

Register For This Event

  • COCPA Member

    $ 55 55
    Join

  • COCPA Non-Member

    $ 72 72
    Your Price

Please login to register.