CPAacademy.org | MARKETING STRATEGIES FOR VIRTUAL CPA PRACTICES

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Marketing Strategies for Virtual CPA Practices

Communications & Marketing

MARKETING STRATEGIES FOR VIRTUAL CPA PRACTICES

This webinar was previously titled HOW TO BUILD A ROARING REFERRAL PIPELINE IN A LOCKED DOWN WORLD

Watch Archived Video

Cost Free

Presentation Length 1.0 hour

Recorded DateNovember 11, 2020

CPE:Not available

(archived webinars do not offer CPE credits)

Subject AreaCommunications & Marketing

Course LevelBasic

Who Should AttendCPA - small firm
CPA - medium firm
Other

Course Description

Operating a tax and accounting practice in a contactless world complicates the referral process. But for many professionals, this is still the preferred source of new business.

How can firms bridge this gap? It starts with developing a growth strategy that will be effective even through challenging times like COVID-19.

In this invaluable webinar, Lee Reams and Erron Stark will walk you through simple actions you can take now to set your practice up for long-term success. Join him to learn more and ensure that your referral pipeline is one less thing you have to worry about.

Learning Objectives:

Recognize COVID-19’s effects on accelerating contactless referrals

Identify the differences in this new consumer buying process

Determine creative ways to join the referral conversation

Determine a successful strategy to grow your practice rapidly

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE

Lee Reams II

CountingWorks PRO
CEO and Founder
[email protected]
(818) 338-8700 ext. 222

Lee Reams II (Founder & CEO) is the energy behind CountingWorks PRO. He is actively involved in product development, marketing, and website development. He prides himself on listening to clients' needs while developing first-class solutions and is known to monitor his iPhone at all hours of the day. In addition, Lee has presented marketing and growth concepts to tens of thousands of tax and accounting professionals. When Lee is not busy putting his ideas to work, he enjoys spending time with his wife, Allison, and daughter, Whitney. Also, he is an active hiker, mountain biker and loves exploring the Sierra backcountry.

Erron Stark

ADP
Divison Vice President - Channel Sales
[email protected]

Erron Stark is the Division Vice President of Channels for ADP, LLC, responsible for driving revenue and managing sales operations for ADP’s accountant, bank, and client channels. With more than 13 years in the HCM industry, Erron has held many leadership roles at ADP with responsibilities, including developing programs and managing teams that help accounting professionals and their clients attract top talent, comply with regulations and achieve their goals.

About Our Presenter

Trusted by thousands of tax and accounting professionals and with award-winning marketing automation technology, CountingWorks PRO has been helping professionals to build and grow five-star practices for more than a decade. With its marketing automation technology, CountingWorks PRO provides small firms with state-of-the-art digital marketing technology and automation solutions which include websites, blogs, email newsletters, secure client portals, appointment and e-sign tools, social media marketing, search engine optimization, reputation building and more. With its TaxBuzz and CountingWorks financial marketplaces, CountingWorks PRO provides ways for millions of small business owners and taxpayers to connect and engage. For more information, visit www.countingworkspro.com.