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Referrals tsheets

SIX SURE-FIRE WAYS TO GROW YOUR FIRM VIA REFERRALS

Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 19, 2018
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

96% of Accounting firms credit new client acquisition to referrals, but fewer than 10% have formal referral programs to foster those engagements. In this session, we will explore the true power of referral marketing and how you can use it today to grow your business.

Learning objectives:


  • Understanding the basics of building a referral program

  • Discussion a variety of program options

  • Learn what has been successful for other firms

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Kacee Johnson

Blue Ocean Principles
Strategic Advisor at CPA.com and Founder of Blue Ocean Principles
[email protected]
6196024821

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With 10 years of hyper-focused experience in accounting technology, Kacee Johnson has forged the way for numerous cloud providers in global market penetration. She is a strategic consultant and speaker on topics including business development, marketing, sales and cloud solutions at Accounting, Business, Legal and Technology conferences globally.

As the Founder of Blue Ocean Principles, a company that assists vendors in strategic market penetration to the accounting profession, Kacee works with both enterprise and start-up tech companies to help them better understand the accounting space, create pragmatic strategies for growth initiatives, and foster community engagement.

In 2018 Kacee joined the CPA.com team (an AICPA corporation) as Strategic Advisor to the Executive team where she works collaboratively with the vendor and thought-leader community. She also helps to develop thought leadership content for mass distribution, and organizes key high-level events for C-suite leaders. 

Kacee has been awarded the CPA Practice Advisor Magazines Top 40 Under 40 award since 2012 with designation under the Top 20 Under 40 Superstar Professionals in 2016 and 2017. She has been a member of the distinguished Top 25 Thought Leaders Symposium group since 2017, and is listed among the Most Powerful Women in Accounting. 

Kacee is a member of the Information Technology Alliance (ITA) and the American Marketing Association (AMA). She lives in sunny Southern California with her husband and daughter, where she is active in cleaning up the beaches, mentoring young professionals, and advocating for women in business and technology leadership roles.

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Misty Megia (@MistyMegia), CEO of Misty Megia LLC, is a business strategist extraordinaire with over 20 years' experience in market strategy, project management, public speaking, corporate branding, channel marketing, and building some of the worlds largest membership programs. Misty has driven success for multiple companies helping them become multi-million dollar entities. She has implemented her techniques across various industries from hardware manufacturing, software developers, green energy, education, and the accounting profession, to name a few. Most recently, she was the Global Head of Education and Program Strategy at Intuit.

Misty’s powerful methods in helping businesses create new revenue streams, develop their brand, streamline operations, and bring a fresh eye to a company have positioned her as a leader in her field. She was recently recognized by Accounting Today as one to Watch on the Most Influential People in Accounting and has been recognized as one of the Most Powerful Women in Accounting.

She trains high achieving leaders in strategy and public speaking techniques using her varied background in corporations and professional theatre. She lives in the San Francisco Bay Area with her incredible husband, Orlando.

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TSheets is a time tracking application designed and engineered for companies across multiple industries that need to track, manage and report time. Utilizing web-based, cloud computing technology that integrates with multiple platforms, smartphones and software programs, TSheets provides a customizable alternative to paper timesheets and punch cards to streamline HR and IT roles for businesses of all sizes—from freelance shops to corporations employing tens of thousands.