Courses

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

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Member Price: $99.00 Non-Member Price: $129.00

Date/Time:: Mar 3, 2025, 10:00am–12:00pm
Developer:: SURGENT MCCOY SELF-STUDY CPE, LLC
CPE Credits:: Communications: 2.00
Fields of Study:: Communications
Level:: Intermediate

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. Is there any way to make us stand out more to the outside world? Through
surveys, statistics, and examples, this course looks at how CPA firms can develop a marketing plan
beyond 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.

Objective

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

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

Advanced Preparation

None