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Free cpe webinars
5 Ways to Differentiate Your Firm and Attract Quality New Clients in This Digital Age


Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Over the last ten years, a change in society has occurred which has permanently altered the world; your life, and mine. This change for CPAs means there is arguably a greater challenge when it comes to differentiating in your marketing and attracting the quality new clients you want.

The good news is that there is also a significant opportunity. The most forward-thinking top 1% of CPAs are already enjoying this – and so can you. Any firm can, if they wish. Inexpensive, simple to implement and with a multi-faceted ROI – come and learn what is working for firms throughout the US and globally. See real life examples and your actionable next steps.


Dan Richards has been working in the Accounting profession globally for the last 20 years. He is one of the pioneers of firms’ marketing, lead generation and client engagement strategies. From referral plans, to offline and direct marketing and appointment generation; to digital marketing across thousands of websites, email and online social networking. Plus he helped build and now lead the global pioneer in custom Apps for Accounting firms – MyFirmsApp. He is an international speaker and consultant to the profession as well as still being actively involved in the direct implementation by firms of all sizes in their marketing efforts, client engagement and App strategies. He believes passionately in progressive, forward thinking Accounting firms; the difference they can make in the lives of their clients and our wider world, and that they should own, serve and leverage the digital relationship that now exists between every firm, their clients and prospects.

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NASBA Approved (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: 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

MFA is a fast-growing fintech company that has developed a flexible, powerful and feature-rich mobile platform App that can be branded and tailored for firms of accountants and other finance professionals around the world. Founded in the UK in 2013 by CEO Joel Oliver, MFA has rapidly carved out a significant presence in the global App marketplace. Already, they have created Apps for almost 1000 professional firms across the world. It is the only App in the world for professional firms that is fully compliant, approved and endorsed by many of the major accountancy bodies. The MFA App’s success is largely because it benefits professional firms on many levels. In a rapidly evolving business world, it provides firms with a sophisticated, customised and fully branded tool that gives firms an essential mobile presence on clients’ Smartphones and tablets; it is also a highly effective marketing tool, helping firms to quickly and easily impress potential clients.