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9 BEST TAX SEASON MARKETING IDEAS
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9 BEST TAX SEASON MARKETING IDEAS

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Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Other
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Who Should Attend CPA - small firm
CPA - medium firm
Other
Course Description

Tax season is just around the corner, so now is the perfect time to get your marketing efforts ramped up. Marketing needn’t be expensive or elaborate to be successful, it just needs to be consistent. The session will show you key marketing infrastructure you need to have in place as well as 9 of the most successful marketing initiatives we’ve seen being used by accounting firms around the world.

Learning Objectives

  • Key marketing infrastructure

  • Developing differentiators and messaging

  • Cross-selling strategies to current clients

  • Keys to your marketing success

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Damien Greathead, MBA

Dext
Vice President - North America

415-924-3100

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Damien works with accountants around the world helping them build profitable and sustainable businesses. As the Vice President of Business Development, North America at Receipt Bank, Damien helps firms leverage the latest technology to deliver their services efficiently and profitably. Damien speaks to state and national accounting associations around the world on topics including change management, marketing and technology.

Additional Materials
Webinar Technical FAQs
Frequently Asked Questions
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  • CPE is available to all eligible participants within 24 hours of each webinar.
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About Our Presenter

2020log
2020 Group USA was created to help accounting firms grow and be successful. 2020 Group USA is a part of the largest voluntary membership organization for accountants in the world. The 2020 Group has members in the US, Canada, the UK and Ireland, Continental Europe, Asia Pacific, South Africa and the Middle East. Our members are small and medium sized firms committed to helping their clients succeed. Through 2020 membership, small firms are able to offer their clients world class service no matter where they do business.