Events Search
  Summary & Check Out (0)
Monday, September 8, 2025 Live Webcast

Getting Ahead: The Art of Marketing for CPAs (X1-AMC2-2025-01-WEBNR-251-01)

2:00 PM - 4:00 PM EDT
webcast

Vendor Platform

2 CPE Credits in PD

OVERVIEW

To many clients, CPA firms all look the same. While services and specialties may vary significantly from one firm to another, it is hard for the average person to see this by simply looking at the sign outside our office door.

DESIGNED FOR

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

BENEFITS

  • 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

HIGHLIGHTS

  • Challenges of marketing CPA firms
  • Developing marketing strategy 
  • Elements of a marketing plan
  • Example: CPA firm marketing plan
  • Marketing regulatory/AICPA issues
  • Picking the right marketing channels 
  • Marketing channel statistical analysis 
  • Developing marketing metrics

COURSE LEVEL

Intermediate

ADVANCE PREPARATION

None

INSTRUCTOR

Dave Peters

Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA

PRICING

$89.00 - Member

$109.00 - Nonmember

Register Today


Note: Online pre-registration will close on September 8 at 1:30 PM.

ADDITIONAL OPTIONS

Remind me to register

Print a registration form

COURSE DEVELOPER

Surgent