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Accountant Marketing 101: Attract, Influence & Educate Clients in Changing Times
Communications & Marketing

ACCOUNTANT MARKETING 101: ATTRACT, INFLUENCE & EDUCATE CLIENTS IN CHANGING TIMES

Cost Free
Presentation Length 1.0 hour

Recorded DateJune 28, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaCommunications & Marketing
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
Other
Series: Marketing, Sales, and Business Development
Course Description

Providing five-star tax and accounting service alone is not enough to satisfy clients in the digital age. If your tax and accounting practice wants to gain and retain more clients, it's crucial to be a trusted advisor from the first conversation through the rest of the relationship. We strongly believe that individuals and small business owners who work with pros (like you) achieve greater financial outcomes and are more prosperous throughout their lives. So, we're excited to share our decades of industry expertise to help you reach your practice goals. 
 
Learning Objectives: 


  • Determine how to attract prospects with your online presence

  • Recognize how to positively influence your clients' lives

  • Practice educating clients consistently

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Lee Reams II

CountingWorks PRO
CEO and Founder
[email protected]
(818) 338-8700 ext. 222

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Lee Reams II (Founder & CEO) is the energy behind CountingWorks PRO. He is actively involved in product development, marketing, and website development. He prides himself on listening to clients' needs while developing first-class solutions and is known to monitor his iPhone at all hours of the day. In addition, Lee has presented marketing and growth concepts to tens of thousands of tax and accounting professionals. When Lee is not busy putting his ideas to work, he enjoys spending time with his wife, Allison, and daughter, Whitney. Also, he is an active hiker, mountain biker and loves exploring the Sierra backcountry.

About Our Presenter

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Trusted by thousands of tax and accounting professionals and with award-winning marketing automation technology, CountingWorks PRO has been helping professionals to build and grow five-star practices for more than a decade. With its marketing automation technology, CountingWorks PRO provides small firms with state-of-the-art digital marketing technology and automation solutions which include websites, blogs, email newsletters, secure client portals, appointment and e-sign tools, social media marketing, search engine optimization, reputation building and more. With its TaxBuzz and CountingWorks financial marketplaces, CountingWorks PRO provides ways for millions of small business owners and taxpayers to connect and engage. For more information, visit www.countingworkspro.com.