Surgent's Getting Ahead: The Art of Marketing for CPAs
Overview
To many clients, CPA firms all look the same. While services and specialties may vary significantly
from one firm to another, it is hard for the average person to see this by simply looking at the sign
outside our office door. Is there any way to make us stand out more to the outside world? Through
surveys, statistics and examples, this course looks at how CPA firms can develop a marketing plan
beyond just relying on referrals. We look at the pluses and minuses of various marketing channels,
regulatory constraints and how to measure success in the competitive financial services space.