A 7-Step Framework for Marketing Client Accounting Services
Monday, April 28, 2025
8-9 a.m. Central
1 CPE (1 non-technical)
Course code: 25WX-0335
View pricing
This course will help you develop an effective plan for revenue generation with client accounting services. The course will help you define and market to your chosen niches with effective and cost-efficient tactics. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Major subjects
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An efficient process to identify, attract and consultatively sell CAS to new prospects
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Remain and leverage being "top of mind" with prospects and existing by communicating the real value of your services using a variety of channels
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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
Learning objectives
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Identify profitable business niches
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Recall key attributes of the audiences that you want to reach
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Identify effective packages and services for CAS services
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Recognize how to deliver a marketable service offering
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Identify strategies for lead generation
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Recall a process for selling to leads
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Select the right technology to help close sales and nurture referrals
Who should take this program?
- Accounting professionals developing and offering client accounting services.
Pricing
|
Standard Member Fee |
$55.00
|
 Standard Nonmember Fee |
$55.00
|
Our records indicate
you are a
nonmember.
If you register, you will be charged
$55.00
(Standard Nonmember Fee).
Members: Please
log in
to receive member fee.
Location
Online
Area
of study
Management
Field(s)
of study
Business Management & Organization - Non-Technical (1.0)
Level
Basic
Format
Group Internet Based
Sponsor
NASBA ID#: 108744
Prerequisites
Prereq.
None
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business
days before the event start date.
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