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Self-Study CPE
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Newrulesmarketing taxpro


This session is for independent CPA or tax firms. The teaching content is NOT suitable for non-owners/managers or anyone working in a corporate setting. Please ONLY register if you are an owner or marketing manager of an independent firm. 
Cost Free   CPE Credits 1.5 hours   Subject AreaCommunications & Marketing  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone  Who should attend? CFO / Controller
CPA - small firm
CPA - medium firm
CPA - large firm
Course Description

The online marketing landscape has drastically shifted in the past year for professional service firms. So, how do you cut through the clutter and A) identify the highest-leverage activities your firm should be doing online and B) (more importantly) how do YOU break through the noise and reach your best prospects? This session will provide you with a framework for how to evaluate your online marketing activities, as well as proven, best practices for dominating your local online market, NOW in 2017.

Learning Objectives

  • Discover how TaxProMarketer generated 600+ calls from online sources of new business for one of their CPA firm clients during busy season — and did it in a way that their competition couldn’t match.

  • "SERP STACKING”: How to dominate the search engines using Maps, Local Listings and other “hidden” sources and create MULTIPLE links to your firm’s content on the first page of pertinent Google results.

  • Finally get your LinkedIn marketing put on auto-pilot — so scores of targeted prospects for your services can find you and hire your firm.

  • Get past the jargon and overwhelm of the internet marketing landscape in 2017 to zero in on the CRITICAL components of an online marketing machine.


"It was a good class. I learned a lot about online marketing, SEO, etc..."

"This was really worth the time. Great presentation!"

"I did enjoy the presentation for current thinking of designing effective websites to promote an accounting practice. ("

Taxpromkt logo

A decade+ veteran of the tax and accounting industry -- with a focus on Internet Marketing and Direct Response media, Nate Hagerty, CEO & Founder of TaxProMarketer, has established a reputation for straight-talk and results on behalf of clients, and has become a widely-followed and respected marketing voice to the industry.

His company uses social media, email marketing, marketing-oriented websites and print media on behalf of tax and accounting pros across North America.

Having founded and sold his first business by the age of 30, Mr. Hagerty (a member of Mensa) was recently honored as one of CPA Technology Advisor's "Top 40 Under 40", has been published widely in industry publications and is the author & editor of two Amazon Best-Selling books (Breaking the Tax Code, Vols. 1 & 2). His new book, How To Easily Attract, Retain & Profit From More Tax & Accounting Clients covers how to use the new channels of marketing to grow a service professional business, and can be obtained free by tax professionals when they enroll as a complimentary member at

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Presentation Slides
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.


NASBA Approved

CPAwebengage, Inc. (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:

CPAwebengage Inc. 1857. W 34th Ave, Denver, CO 80211

About Our Presenter

Taxpromkt logo

TaxProMarketer was established in May of 2007 by Nate Hagerty (then known as "BuildaHerd Marketing")in response to increased demand for “real world” relationship-building and profit-producing tools for use in the legal, tax and accounting industry. Currently, staff serves clients primarily in the tax & accounting world, but in a variety of other service professional industries (lawyers, financial professionals) all across the United States and Canada who use their services to build relationships with their prospects & existing clients, as well as grow the value of their business (for immediate cashflow and future sale-ability) by utilizing these tools.