Content Provider

Sponsored by
Dext col
Free cpe webinars
Building a Brand for Your Practice


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

You’ve worked hard to determine what prices make sense for your firm and have revised how you package your service. Now it’s time to go to market - and to deliver on that promise of increasing value and opening revenue opportunities for your firm. 

With modern accounting and bookkeeping comes modern marketing. In this presentation, Kellie Parks will lead an in-depth session on how you can effectively market your services to attract the clients you want.

Join this session as we discover how you can set your firm apart from the competition and attract your target clientele.

Learning Objectives:

  • Recognize what modern marketing means and how it’s different for accountants and bookkeepers

  • Determine your perfect client and the use case for personas

  • Classify the ins and outs and marketing, and how to effectively pitch your business

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Kellie Parks

Calmwaters Cloud Accounting
Cloud Accounting Aficionado
(519) 658-1158


Kellie loves working with SMBs to give them real time, useful financial data to run their businesses -- to make sound business decisions to help them grow and prosper in their business and in their lives. She is a Certified Professional Bookkeeper with the Institute of Professional Bookkeepers of Canada and currently sits on their Board of Directors.

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.

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 Sponsor

Dext col

What is Dext?

At Dext, we make the businesses you look after more productive and profitable through better data and insight. We’ve recently changed the name of our two current products to more accurately describe what they do.

Dext Prepare (formerly Receipt Bank) allows you to digitally capture, code, and control your client’s financial transactions - this means no more searching through shoeboxes of receipts or lost invoices. You’re simply able to deliver tailored financial advice to your clients, up-to-date books, and on-the-go bookkeeping. It's the 4.7 star rated tool used by over 1 million people.

Dext Connect App allows you to easily manage QuickBooks Desktop clients. Upload and update records in seconds. Amounts, due dates, categories, and supplier lists – view everything instantly on one dashboard. No more switching between platforms or applications.

Dext Precision (formerly Xavier) gives you trust in your data by spotting errors before they become a problem. It’s also the same award-winning assurance, with client dashboards and HealthScore checks. Precision is currently available in the UK and Australia and will be launching in the U.S. in late 2021.