Program Description: With the upcoming tax season, will your firm’s marketing be ready to go? How can you generate new clients and referrals, while managing all the work? What steps can you take to make sure you provide clients excellent service? What processes will ensure that you come away with testimonial reviews to help your firm in the years to come? For many tax and accounting professionals, tax time is the most critical part of the year. We will share practical and easy strategies to help you prepare your marketing, client communications and internal processes to make sure you have a “five-star tax season.” Our experts will cover key aspects of effective tax season online marketing and communications, including getting your website ready and setting up automated blogs, email and social media. We’ll also suggest steps to maximize your client service and get more testimonials and reviews.
Learning Objectives: After completing this course you will:
- Learn key ways to get your firm’s marketing and communications ready for tax season
- Get tips on how to get more client testimonials and five-star reviews
- Come away with practical next steps that you can apply to your own practice right away
CPE Hours: Marketing = 1 CPE Credit / Total = 1 CPE
Credit Accreditation: NASBA-QAS CPAs Only
Field of Study: Marketing
Instructional Delivery Method: Group Internet-Based
Program Level: Basic
Advanced Preparation: No Advanced Preparation Required
Speaker: Lee Reams, II Founder & CEO of ClientWhys, Inc.,
Brad Cooper, SVP, ClientWhys, Inc.
Webinar Material: A copy of the PowerPoint presentation is available for download under the Additional References tab.
Refund Policy: Your complete satisfaction is our #1 priority. At ClientWhys, we do whatever it takes to make sure your expectations are met on every order we complete. We back all of our products with a 30-day no-hassle money back guarantee. For information regarding refunds, complaints and program cancellation policies, please contact our Customer Service Department at (800) 442-2477 Ext 1.
We reserve the right to change or alter locations and schedules.
Certified Public Accountants:
ClientWhys 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 web site: www.learningmarket.org.
Cand thlientWhys, Inc. is an approved provider for IRS, NASBA QAS, CTEC and Oregon Tax Preparer Board providing continuing education for CPAs, EAs, IRS, CRTPs.