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Leveraging Marketing Automation for Accounting Firm Growth

 Various
 
1.0
Registration is Open
Price
$55.00 Regular Registration
This course is being offered on multiple dates, listed below. Click the Register button next to your preferred date to register.
 Wed, 06/18/2025 from 5:00 pm to 6:00 pm
 Wed, 07/02/2025 from 9:30 am to 10:30 am
 Thu, 07/10/2025 from 9:00 am to 10:00 am
 Thu, 08/14/2025 from 5:00 pm to 6:00 pm
 Mon, 08/18/2025 from 9:00 am to 10:00 am
 Wed, 09/10/2025 from 1:30 pm to 2:30 pm
 Wed, 09/24/2025 from 5:00 pm to 6:00 pm
 Mon, 10/06/2025 from 5:00 pm to 6:00 pm
 Thu, 10/23/2025 from 5:00 pm to 6:00 pm
 Tue, 11/04/2025 from 5:00 pm to 6:00 pm
 Wed, 11/19/2025 from 1:00 pm to 2:00 pm
 Fri, 12/05/2025 from 1:00 pm to 2:00 pm
 Thu, 12/11/2025 from 5:00 pm to 6:00 pm
 Tue, 01/06/2026 from 3:00 pm to 4:00 pm
 Mon, 01/19/2026 from 9:00 am to 10:00 am
 Wed, 02/04/2026 from 1:30 pm to 2:30 pm
 Tue, 02/17/2026 from 9:30 am to 10:30 am
 Fri, 03/20/2026 from 9:30 am to 10:30 am
 Mon, 03/30/2026 from 4:30 pm to 5:30 pm
 Mon, 04/06/2026 from 9:30 am to 10:30 am
 Tue, 04/21/2026 from 5:00 pm to 6:00 pm
Designed For:

Firm leaders and marketing specialists working in accounting firms.

Prerequisite:

None

This course will provide an overview of 6 key areas of automation that accounting firms can leverage to effectively increase their lead generation and client retention efforts while reducing the burden on their time and budget.These areas include:1. Social media2. Content development.3. Email marketing.4. Text (SMS) marketing.5. Chatbots and other interactive AI tools.6. Drip marketing campaigns.Attendees will receive a practical guide to the technologies and tactics needed to improve marketing efforts with efficiency and ease!This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Delivery Method: Individual webcast
CPE Credit: Communications & marketing
Program Level: Basic

This course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by CPA Crossings.

Objectives

After attending this presentation, you will be able to...

  • Discover how to segment your marketing and sales process in order to automate the areas that will have the most impact on revenue generation.
  • Identify tools that you can use to simplify and shorten the lead generation, lead nurturing, sales, and onboarding processes.
  • Leverage artificial intelligence the right way to develop content ideas and content that will engage ideal clients and nurture existing ones.
  • Create a roadmap for an automated marketing and sales process in your firm to reduce time spent on marketing and sales while creating a consistent and cost-effective lead generation cycle to grow your firm.

Speakers

Advanced Preparation

None

Vendor

The Virginia Society of CPAs (VSCPA) 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: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.