For most accountants, tax time is the most important part of the year. And with this year's all new tax laws, small business owners and individuals are going to need help.
Will your firm’s marketing be ready? How will you generate new clients and referrals, while managing all the incoming work? What steps can you take to make sure you provide clients excellent service? What processes will ensure that you come away with testimonials and reviews to help your firm in the years to come?
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. We’ll also cover building search engine “juice,” setting up automated blogs and email newsletters and priming your social media. Finally, look for ways to maximize your client service and get more testimonials and reviews.
Course Objectives:
ClientWhys, Inc.
CEO and Founder
lee2.reams@clientwhys.com
(818) 338-8700 ext. 222
Lee is actively involved in product development, marketing, and website development. He prides himself at listening to clients' needs while developing first-class solutions and is known to monitor his iPhone at all hours of the day. When Lee is not busy putting his ideas to work, he enjoys spending time with his wife, Allison, and daughter, Whitney. In addition, he is an active hiker, cross fitter, runner, backpacker, and loves exploring the Sierra backcountry.
ClientWhys, Inc.
Senior Vice President
brad.cooper@countingworks.com
(800) 442-2477 ex 227
Brad is a social media and digital marketing veteran with more than 20 years of experience at companies including Apple, Xerox and MGM Studios. Prior to ClientWhys, Mr. Cooper served as VP of Marketing at ReachLocal, joining that company through the acquisition of RealPractice—a leader in marketing for professional services practices. Over the past two decades, Brad and his teams have managed more than 100,000 digital marketing campaigns for practices and businesses including websites, social media, email marketing, reputation management, word of mouth marketing, search engine marketing, mobile and more.
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