Content Provider
Charismaink
Sponsored by
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Free cpe webinars
How to Win and Grow More CAS Relationships Through Upping Your Marketing Skills
Communications & Marketing

HOW TO WIN AND GROW MORE CAS RELATIONSHIPS THROUGH UPPING YOUR MARKETING SKILLS

Cost Free
Presentation Length 1.0 hour

Recorded DateSeptember 26, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaCommunications & Marketing
Course LevelBasic
Who Should AttendBookkeeper
CPA - small firm
CPA - medium firm
CPA - large firm
Series: Marketing, Sales, and Business Development
Course Description

Join Gaynor Mieilke to explore best practices for CAS marketing, the latest tactics, and tools that work.

Learning Objectives:


  • Plan an efficient process to identify, attract, and consultatively sell CAS to new prospects

  • Determine how to be “top of mind” with prospects and existing clients by communicating the real value of your services using a variety of channels

  • Recognize how to efficiently create and deliver an effective, ongoing marketing and sales plan with specific tools and tactics to sell your firm’s CAS offering and differentiate you in the market

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Gaynor Meilke

Charisma Ink
Chief Opportunity Officer , MS, CBC, CTC
[email protected]
(517) 918-9353

Charismaink

Gaynor Meilke is a business and transformational coach and the owner of Charisma Ink, LLC, a marketing and consulting company dedicated to helping CPAs, accounting firms, bookkeeping practices, financial services providers, and the vendors who serve them achieve market ownership, grow their niches, and increase revenue.

She helps business owners leverage positive market forces and organizational assets, to help them create new opportunities and improve bottom line results.

About Our Sponsor

Botkeeperlogo
Botkeeper is a leading automated bookkeeping solution, providing accounting firms and their clients a powerful combination of skilled accountants, machine learning, and artificial intelligence. The Botkeeper Operating System (BOS) gives your CAS or bookkeeping practice an unparalleled workflow management system that uses best practices we've refined over several years. Accounting firms can grow their book of business, diversify their service offering, increase capacity, and improve overhead costs using the BOS full-suite bookkeeping & pre-accounting solution. With BOS you have the ultimate tool to efficiently manage your bookkeeping client base.