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Self-Study CPE
INCREASING REFERRALS FOR YOUR BUSINESS
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7 PROVEN STRATEGIES FOR ENGAGING NEW CLIENTS VIA SOCIAL MEDIA
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INTENTIONAL ONBOARDING: THE KEY TO STRONG CLIENT RELATIONSHIPS
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Free cpe webinars
Digital Dominance Method: How Your Firm Can Own Every Important Online Asset

DIGITAL DOMINANCE METHOD: HOW YOUR FIRM CAN OWN EVERY IMPORTANT ONLINE ASSET

Cost Free
CPE Credits 1.0 hour
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Completely brand new presentation. With so much noise about how to effectively market your firm online, how do you identify the HIGHEST leverage activities your firm can do that actually bring in clients? Sprinkled with actual case studies from CPA’s and practitioners who are having massive success online, this course will give you a blueprint for each primary area that you need to cover: Search (SEO), Pay-Per-Click Advertising, Email, Social, Website Conversions, Funnels, and more. You will walk away with easily-implementable steps to grow your footprint and bring in new clients online.
 
Learning Objectives:


  • Learn how to stay ahead of the newest trends in Google Search, both organic and paid, so your offseason is full of new appointments from motivated clients

  • Identify the problem with relying upon “funnels” for the entirety of your online marketing … and the opportunity for those who use them properly.

  • Identify the BEST, most efficient way to put out a steady stream of new content so that you are making the algorithms happy … and getting more leads.

  • Learn how to ensure that you are the “go to” accountant for your local market area, especially those 45 and under.

  • Discover how TaxProMarketer helped one client obtain 108 phone calls (on average) each and every month for over 12 months from targeted, interested prospects.

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With a previous background in youth ministry, Nate Hagerty entered the tax industry in 2003 and became the Marketing Director of a regional tax firm in Virginia.

This firm grew from a small $50,000/year firm to one which took in over $4.3 million in tax prep fees alone in less than ten years, employing over 440 people with 23 locations throughout Virginia, West Virginia and Tennessee. From 2003 until 2006, Mr. Hagerty directed the marketing and sales of this company, as it yearly surpassed the sales of well-known national franchises in its 15 market areas. During this period, he worked as a coach and consultant to the tax and accounting industry, helping thousands of other tax business owners in the US, Canada, Australia and the UK make more money and grow their companies.

Having founded and sold his first business by the age of 30, Mr. Hagerty (a member of Mensa) is a 3-time "40 Under 40" honoree by CPA Practice Advisor, has been published widely in industry publications and is the author & editor of two Amazon Best-Selling books (Breaking the Tax Code, Vols. 1 & 2).

He now devotes his full-time energy to assisting other business owners in achieving their long-held dreams for their businesses by building profitable “herds” of clients through a down-to-earth, relationship-oriented approach. TaxProMarketer combines his relationship-building expertise (from his experience as a youth minister), his passion for effective and clear communication (informed by his English degree from the University of Virginia), and gift for writing copy that sells. He is married, and has six children, four of whom he and his wife adopted from Ethiopia and Uganda.

Handout Materials
Presentation Slides
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.
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NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) 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.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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15+ year veterans of the tax and accounting industry — with a focus on digital marketing — the TaxProMarketer team has established a reputation for straight-talk and results on behalf of members and subscription-level clients.  Collectively, the TaxProMarketer team have become widely-followed voices and the foremost marketing agency to the tax and accounting industry.

TaxProMarketer was established in May of 2007 in response to increased demand for real-world, relationship-building (and profit-producing) marketing tools for use in the tax and accounting industry. Currently, TaxProMarketer staff serve clients all across the United States and Canada who use their services to build relationships with their prospects & existing clients, as well as to grow the value of their business (for immediate cashflow and future sale-ability) by utilizing these tools. Their tools include: a relational email marketing program, social media feed program, local listings management and optimization, and creating full “online marketing machines” for clients (which include SEO-optimized, conversion-centric custom websites).

TaxProMarketer is an Infusionsoft Certified Partner, a Digital Marketer Certified Agency, and a Yelp Ads Certified Partner.