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Surgent's Getting Ahead: The Art of Marketing for CPAs

 Currently available
 
2.0
26 / S-60076
Registration is Open
Member Price
$89.00 Regular Registration
Your Price
$93.00 Regular Registration
Designed For:

CPAs who want to improve their firm's competitive position by utilizing new and unique marketing techniques

Prerequisite:

Basic knowledge of marketing concepts

To many clients, CPA firms all look the same. While services and specialties may vary significantlyfrom one firm to another, it is hard for the average person to see this by simply looking at the signoutside our office door. Is there any way to make us stand out more to the outside world? Throughsurveys, statistics, and examples, this course looks at how CPA firms can develop a marketing planbeyond just relying on referrals. We look at the pluses and minuses of various marketing channels,regulatory constraints, and how to measure success in the competitive financial services space.

Delivery Method: On-Demand Webcast
CPE Credit: Communications & marketing
Program Level: Intermediate

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 Surgent McCoy.

Objectives

  • Identify common problems involved in marketing CPA services
  • State the common elements of a marketing plan for a service organization
  • List ethical considerations and common state regulatory requirements CPA firms must abide by in their marketing practices
  • Describe what survey data and statistics show about the effectiveness of various marketing channels
  • Describe how to develop metrics to measure the success of marketing efforts

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.