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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
Kellie Parks
Calmwaters Cloud Accounting
Cloud Accounting Aficionado
kellie@calmwaters.ca
(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.
- 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
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
Dext is an automated, multiproduct accounting solution. With three products, we’re here to help reduce your workload, optimize your workflow, and free up your time.
Here’s a bit about our products and how they can help you:
Dext Prepare – allows you to collect client paperwork, accurately extract data and automate processing into any general ledger, streamlining your workflows so team members can work more closely with clients. It's the 4.7 star rated tool used by over 1 million people.
Dext Commerce – saves you time by automating your client’s sales data retrieval from online eCommerce marketplaces and digital payment methods. Get an overview of their sales performance and ensure sales tax compliance, no matter where they sell in the world.
Dext Precision – intelligent data cleanup, bookkeeping, and compliance tools designed for Xero and QuickBooks Online professionals. Identify mis-codings, track key liabilities, and spot unwanted changes to historical data.
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