Content Provider
Myfirmsapp2

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Self-Study CPE
CREATING AN INNOVATION STRATEGY FOR ACCOUNTING FIRMS
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GROWING FROM 0-100 CLIENTS, OVERCOMING HURDLES AT EACH STAGE
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PRACTICAL GUIDE TO CPA RISK MANAGEMENT: 2018-19 UPDATE
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Free cpe webinars
What One Thing Are the Top 1% of CPAs Doing in 2019?

WHAT ONE THING ARE THE TOP 1% OF CPAS DOING IN 2019?

Cost Free
CPE Credits 1.0 hour
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

This webinar provides a pragmatic and energetic look at how top CPA firms are best engaging their clients. We will show how you can help your clients by creating key experiences, how to communicate 5x better than email, and how to increase client productivity while saving time internally. We will show you how to leverage your existing marketing to generate more referrals while laying the best foundations for the next technology choices you and your clients will want to make this year.

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Myfirmsapp2

Dan Richards has been working in the Accounting profession globally for the last 20 years. He is one of the pioneers of firms’ marketing, lead generation and client engagement strategies. From referral plans, to offline and direct marketing and appointment generation; to digital marketing across thousands of websites, email and online social networking. Plus he helped build and now lead the global pioneer in custom Apps for Accounting firms – MyFirmsApp. He is an international speaker and consultant to the profession as well as still being actively involved in the direct implementation by firms of all sizes in their marketing efforts, client engagement and App strategies. He believes passionately in progressive, forward thinking Accounting firms; the difference they can make in the lives of their clients and our wider world, and that they should own, serve and leverage the digital relationship that now exists between every firm, their clients and prospects.

Handout Materials
Presentation Slides
Additional Materials
Webinar FAQs
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.
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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

Myfirmsapp2
MFA is a fast-growing fintech company that has developed a flexible, powerful and feature-rich mobile platform App that can be branded and tailored for firms of accountants and other finance professionals around the world. Founded in the UK in 2013 by CEO Joel Oliver, MFA has rapidly carved out a significant presence in the global App marketplace. Already, they have created Apps for almost 1000 professional firms across the world. It is the only App in the world for professional firms that is fully compliant, approved and endorsed by many of the major accountancy bodies. The MFA App’s success is largely because it benefits professional firms on many levels. In a rapidly evolving business world, it provides firms with a sophisticated, customised and fully branded tool that gives firms an essential mobile presence on clients’ Smartphones and tablets; it is also a highly effective marketing tool, helping firms to quickly and easily impress potential clients.