Connecting with and finding clients isn’t what it used to be- are you ready to be the accountant of the future, meeting customer needs through a digital footprint that you create and manage? Discover how to leverage technology to market your practice, manage your reputation, get referrals and foster client relationships. Let’s travel through the new client lifecycle.
Basic Course Information
Learning Objectives
Tax & accounting industry changes
How to understand the client life cycle
How to get more referrals
Major Subjects
Organic marketing vs. PPC
Building your digital footprint
Using technology to foster client relationships
Building brand trust with security
Commitment and patience
Course Materials
Important Course Information_Read First
(487.5 KB)
Available after Purchase
Marketing Your Services in the Digital Age - 2020_Andy Clark_Handout
(4.3 MB)
Andy is a Sales Executive with ADP, based in Grand Rapids, Michigan. He consults with small businesses on cash flow, people, and compliance and helps alleviate the burdens that accompany the back-office administration through outsourcing and automation.
Additional Info
Basic Course Information
Prerequisites
None Advanced Preparation
None Designed For
CPAs, tax professionals and consultants working in public practice Yellow Book
No Course Developer
MICPA Original Recording Date
06/15/2020 Date Added to Catalog
06/15/2020
Additional Information
Complaint Resolution Policy
Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199). Official Registry Statement
Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org Instructional Delivery Method
Live Group Internet Based Course Registration Requirements
Online Registration Refund/Cancellation Policy
Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
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Bundle Pricing
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