Surgent’s Getting Ahead: The Art of Marketing for CPAs
Description
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
Advanced Preparation
None
Required Knowledge
Basic knowledge of marketing concepts
Who Should Attend
CPAs who want to improve their firm’s competitive position by utilizing new and unique marketing techniques
Credit Types
- CPE – Communications and Marketing
Registration Fees
| Registration | Type | Price |
|---|---|---|
| WRS26326: Registration – Member | Mem | $105 |
| WRS26326: Registration – Non-Member | NM | $230 |
The North Carolina Association of Certified Public Accountants 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: www.nasbaregistry.org/.For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.