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Self-Study CPE
30 TIPS TO HELP YOU USE SOCIAL MEDIA FOR BUSINESS DEVELOPMENT
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INCREASING REFERRALS FOR YOUR BUSINESS
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7 PROVEN STRATEGIES FOR ENGAGING NEW CLIENTS VIA SOCIAL MEDIA
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INTENTIONAL ONBOARDING: THE KEY TO STRONG CLIENT RELATIONSHIPS
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Checkpointmarketing thomson

CHECKPOINT MARKETING SOCIAL MEDIA SOLUTIONS

Cost Free   CPE Credits 1.0 hour   Subject Area Communications & Marketing  Course Level Basic  Instructional Method Group Internet Based  Prerequisites None  Advanced Preparation None  Who should attend? CFO / Controller
CPA - small firm
CPA - medium firm
CPA - large firm
Other 
Series: CFOs and Controllers, Marketing, Sales, and Business Development 
Course Description

Take your firm’s social media marketing to the next level.

Clients are more tech-savvy today than they were 10 years ago. They don’t wait for brochures or prospect meetings to learn about your firm. They do their homework online before you even have the chance to shake their hand. And they look to you to provide real-time answers to an array of questions.

You recognize that you must keep up the information-sharing pace in order to remain relevant and competitive – both for new business opportunities as well as for recruiting new staff to the firm. You already feel the pressure to maintain a basic online presence while tending to day-to-day business.

But you’re still not convinced that social media is necessary.

Does this sound familiar?

Join us to discuss the business issues that are causing a paradigm shift in the accounting profession’s perception of social media. We will also review our award-winning approach to successfully implement a state-of-the-art strategy that takes mere minutes a day to manage and maintain. See Checkpoint Marketing for Firms’ Social Media Solutions in action.

Learning Objectives

  • Why social media is necessary for accounting firm continuity in today’s digital age.

  • What award-winning solutions can help you achieve better visibility and increased opportunities via social media.

  • How those solutions work, including various content options as well as a publishing and management platform.

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With over 30 years of experience in rainmaking of intangible services, Gary Kravitz serves as the National Sales Manager for Thomson Reuters Checkpoint Marketing for Firms where he provides content marketing, communications and business development solutions to professional service firms. Previously, he was a co-founder and Executive Vice President of BizActions, a publisher of business and financial email newsletters. Gary has also been a partner with The Profit Advisors, a business consulting firm that has trained hundreds of firms worldwide to maximize their profit potential, and co-authored four books, including 100 Ways to Profit in a Volatile Economy. For the bulk of his career, he has helped accounting firms optimize their marketing strategies and internal operations. Gary holds a B.A. from the University of Pittsburgh and completed graduate work at The Ohio State University.

Handout Materials
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

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

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From the Tax & Accounting business of Thomson Reuters comes the profession’s most integrated, comprehensive tax and accounting software, research, training and more: • CS Professional Suite®—Integrated software for tax and accounting firms. • Onvio™— Cloud-based tax and accounting solutions. • Checkpoint—Comprehensive, trusted tax research and expert analysis. • Checkpoint Marketing for Firms—Content marketing solutions designed for accountants. • Quickfinder®— Quick answers to tax compliance and planning questions.