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Free cpe webinars
What’s Working (And What’s Not): Accounting Firm Client Acquisition in 2019

WHAT'S WORKING (AND WHAT'S NOT): ACCOUNTING FIRM CLIENT ACQUISITION IN 2019

Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Communications & Marketing
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Where is the best place to look for new accounting and tax clients? With so many marketing choices, you might wonder what’s working and what’s not working so you can be smarter about spending your marketing budget. We have survey answers from hundreds of accounting professionals on how they found new clients and many more marketing insights and secrets that we will reveal on this webinar. Join us!

Learning Objectives:


  • Learn the 16 most common places to find new clients

  • Discover two areas in marketing that are vastly underutilized by accounting firms

  • Learn the average cost of attracting and signing new clients

  • Discover which marketing materials firms are using to attract prospects

  • Learn how many clients firms want to acquire in one year

  • And much more!

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Sandi Leyva, CPA, is the founder and owner of Sandra L. Leyva, Inc. She has helped thousands of accounting and tax professionals get more business through her marketing strategies, web site and copywriting formulas, and millionaire mindset. More than 100,000 people have read her books and articles, used her training and coaching tools, or heard her speak at conferences.
 
Sandi was named one of the Top 25 Thought Leaders for 2019 and one of the Most Powerful Women in Accounting by CPA Practice Advisor. She won a 2013 Stevie Award for “Maverick of the Year,” and her work has been noted by Forbes, CBS News, PBS, Dallas Morning News, San Jose Mercury News, Accounting Today, Journal of Accountancy, Today’s CPA, and The Practical Accountant. She is a regular contributor to CPA Trendlines.
 
Sandi earned an MBA, holds a CPA in Texas and California, and earned an MS in neuroscience. She is an avid traveler and has visited 100 countries, including a backpacking trip alone around the world. Her volunteer work in Kenya, Russia, and Nepal earned her an AWSCPA Public Service Award and a Baird Community Service Award. In her spare time, she enjoys gardening, hiking, and spending time with family.

Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides
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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 Sponsor

Trendlines
CPA Trendlines is the online home of the freshest research and analysis in the tax, accounting and finance professions. Here you’ll find the data and analysis you can use for your practice and your career, plus exclusive research, insights and commentary on the most pressing issues and fastest-changing trends.