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Free cpe webinars
Expand Your Reach Using the Right Marketing & Sales Strategies for Your Firm

EXPAND YOUR REACH USING THE RIGHT MARKETING & SALES STRATEGIES FOR YOUR FIRM

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

Marketing and sales are two areas of a business that can range from extremely simple to complex. It seems that most of the current information, best practices, and support tools are crafted to meet the needs of specific industries, while others, accountants and bookkeeping firms as an example, are left to fend for themselves and learn at their own expense.

In this webinar, Nick Sinclair, Founder, and CMO of TOA Global, along with Ty Hendrickson, Founder of The Sales Seed, and Matt Wilkinson, Founder, and CEO of Bizink will outline strategies your firm can use to best market your business, structure your team and go after new sales opportunities.

Learning Objectives:


  • Identify the dos and don'ts around marketing, the best way to create and execute a marketing plan for your firm, and the key metrics that help determine success.

  • Determine what sales mean for your firm, how best to design and implement a sales process and define and track metrics that help determine success.

  • Identify how to align and design your team to best meet your sales and marketing needs and understanding where everyone in your organization fits when it comes to supporting these areas.

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Toagloballogo

Nick Sinclair is one of the foremost experts in outsourcing, offshoring, and building global teams for accounting firms. As the Founder and CMO of The Outsourced Accountant, Nick drives an executive team to deliver outstanding and dedicated offshoring solutions based in the Philippines.
With over 1600 accountants and professional support staff that are part of a repeat double-digit growth business, Nick thrives on helping firms succeed and unlock their potential.
Learn more about Nick Sinclair and The Outsourced Accountant.
 

Linkedin
Inovautus

Ty is a CPA with almost 20 years of experience in both public accounting and sales. Ty worked as an accountant at firms ranging from small to large before moving into the accounting technology sector, successfully building sales training programs for Wolters Kluwer and Bloomberg BNA. Working in different areas of the accounting industry, Ty recognized that sales and business development skills are a necessary part of the job of a CPA and the most underserved in terms of skill development and training. Ty’s passion is to provide the tools essential for accountants to be successful and enjoy business development. Ty has a Bachelor’s degree in Accountancy from Transylvania University in Lexington, KY.

Linkedin

Matt Wilkinson

Bizink
Founder and CEO
matt@bizinkonline.com
(415) 230-0259

Bizink

Matt is the founder and CEO of Bizink, a company that helps accounting firms in the USA and worldwide with marketing. He has two decades of experience in online marketing and running technology businesses. Since 2010, he has worked exclusively with accounting professionals and helped hundreds of firms with their websites and marketing.

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
Nasba

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

Toagloballogo

TOA Global is a people business, 100% designed for and dedicated to the accounting industry.

Since opening our doors in 2013, we’ve been enabling savvy accounting firms to scale, grow and deliver great service to their clients by supplying them with highly skilled people. We have more than 2,000 dedicated team members working for more than 750 accounting firms worldwide in senior and junior accounting, bookkeeping, specialist , and administrative roles.

We’re the accounting people, people-building skills, teams, businesses, and economies through brilliant people.

Tune in to our webinars to receive expert advice and actionable insights on topics ranging from growing your firm to attracting talent, to people management and more.