Join us for our next webinar!
Save your spot to learn more about marketing your firm online.
Get the latest facts, tips, and ideas for marketing your accounting firm.
Pay-per-click (PPC) ads are specifically tailored to help your firm stand out from the competition and position it directly in front of potential clients. Plus, you only pay when your ad gets clicked—maximizing your budget and your reach.
Watch this webinar for a new perspective on how pay-per-click advertising can be used to enhance your marketing portfolio.
With the election now over, this webinar examines what might change for your clients and the impact. As many TCJA provisions get closer to expiring we’ll review time-saving tools and strategies to:
As tax season comes roaring in and you begin to entertain ways to get more clients, would you prefer more clicks for your ads or more leads?
Silly question—I know!
However, Local Services Ads are an advertising tool focused on helping you find more qualified leads. In fact, you’ll only pay for leads you receive rather than pay every time a potential client clicks on your ad.
In this webinar you'll learn:
This webinar will give you an in-depth look at exactly how the Savings Hub can provide our website clients with:
Our FREE webinar will educate your firm on strategies specific to accounting websites to increase organic traffic and lead clients directly to the services your firm wants to be known for.
In this webinar you'll learn:
In this webinar you'll learn:
Topics of focus:
During this webinar we will cover:
In this webinar you'll learn about:
In this webinar you'll:
In this webinar you'll learn about:
In this webinar you'll:
In this webinar you'll gain invaluable insights on:
During this webinar you'll learn how to:
In this webinar you'll learn how to:
In this webinar you'll learn about:
This webinar is designed to help you understand the importance of Link Building and how it can take your SEO services to the next level. Our panelists will explain the different types of link building strategies and how to use them to boost your organic search rankings. They will also discuss the rewards of link building and how to create high-quality backlinks.
In this webinar you'll learn how to attract more clients and elevate your firm's reputation. You'll gain insights into crafting content that:
In this webinar you'll learn about
Join Executive Account Advisor Michelle Thibault as she discuss the value of Search Engine Marketing.
Topics covered include:
Are you an Accounting/Tax Professional looking to expand your services and attract new clients? Watch our Break Into Investment Management Webinar hosted by Troy C. Patton and learn how to introduce investment management services to your clients.
Are you struggling to get your website noticed by search engines? Do you want to improve your website's subject authority and trustworthiness? If so, our expert search engine optimization team at CPA Site Solutions is here to help.
Join our webinar led by CPA Site Solutions' SEO Manager, Holly Petherbridge to learn how our team can help improve your website's visibility, usability, subject authority, and search engine rankings.
With 80% of people searching for professional services providers online and 60% searching on social media specifically, is your firm doing all the right things? You're invited to discover how you can build relevant content on a consistent basis that resonates with your audience.
Join Julie Robertson and Suzanne Klein, TopLine Content Marketing experts, to learn key steps to becoming a thought leader in your specialty! During this webinar you'll learn how to:
How to choose the right payment types for your firm
Social media is a powerful - and in the accounting space, often untapped - word-of-mouth platform for attracting new clients.
In this session, CPA Site Solutions is teaming up with accounting social media guru Pamela Hilton, CPA, to share how Pamela has grown her social media following and used these channels to completely transform her business.
You'll learn
In this session, Geraldine Carter of the Business Strategy for CPAs podcast offers a free training on how you can increase your profitability while decreasing your workload. You'll learn how to:
Having inside knowledge on less-common tax-saving vehicles - like tax credits - can help you build close, long-term business relationships with your clients and grow your referral network.
To help you get there, we've teamed up with Brandi Price, JD, and Kristen Feahr, tax credit experts at ADP, for an hour-long webinar.
During this session, they'll discuss ADP's Tax Solution Services and take an in-depth look at the following tax credits, along with the qualification criteria for each:
If you're like most accountants, you didn't go to school to study sales, marketing, or business development. But you know these skills are essential to growing your business. What's more, it's no longer enough to network in-person. You need to do it online and have the right messaging and sales techniques to turn great leads into great customers.
So, what does that look like in practice? To hear more, check out this webinar hosted by sales expert, Roland Garofalo. You'll learn:
You've probably heard that it only takes 7 seconds for people to form an impression, and a tenth of a second to start determining traits like trustworthiness. So, when it comes to attracting prospective clients, or potential hires, you need to make sure they're seeing the best your firm has to offer.
To learn more, check out this 30-minute webinar. Topics covered include:
There's not a single firm that couldn't benefit from a little sales advice, some productivity hacks, or a few pro tips to help your firm look a little more professional and polished. To help, we've teamed up with sales expert, Roland Garofalo, for a Q&A session on how to grow your firm with or without marketing.
In this webinar, you'll learn:
Andrew Hunzicker, CPA, of Dope CFO discusses cost accounting in the cannabis niche and the advisory opportunities this emerging and fast-growing industry provides. You'll learn:
A great client experience (CX) can not only boost loyalty to your business, it can lead to more revenue as well. To hear more about what you can do now to create an exceptional experience for your clients, check out this webinar. You'll learn:
Jared Zemp of ZenLedger takes a deeper dive into the more advanced topics around cryptocurrency and taxation in this third and final installment of this webinar series. You'll learn about:
Jared Zemp of ZenLedger takes a deeper dive into the tax implications around cryptocurrency in this second installment of our three-part webinar series. You'll learn about:
Did you know that Google considers backlinks of the three most important ranking factors when it comes to your website showing up in a search? What's more, a solid backlinking strategy can help you drive more traffic and get more leads for your business.
To learn more, check out this informative webinar. We'll share how backlinking works and the custom solutions we can implement to help you outrank and outsmart your competition.
We've partnered with insurance providers, law firms, and major retailers to create Business Marketplace, which provides exclusive discounts and benefits to CPA Site Solutions customers!
This webinar covers what customers will have access to, including:
We've teamed up with Jared Zemp, a crypto tax expert at ZenLedger, to talk about digital currency and the tax implications that go along with it. This webinar covers:
Join Internet Marketing Specialist, Jessica Hakey for this free overview of the CPA Site Solutions website and marketing services. Jessica will walk you through how you can expand your virtual office and maximize your potential. This webinar covers:
Google Local Services Ads (LSAs) are now available for pros in finance. Join Liza Smith-Vedder and Nick Paul, LSA product experts, to learn how you can use LSAs to:
Did you know that CPA Site Solutions offers a free secure client portal to all website customers? Join Jessica Hakey, Sales Manager, and Andy Himes, Senior Onboarding Specialist, as they provide a brief tour of the client portal. You'll learn:
Join Liza Smith-Vedder, Director of Sales, to learn how you can prepare your firm for success. Liza will discuss the following key initiatives:
Join Liza Smith-Vedder, Director of Sales, CPA Site Solutions, and Maryam Moniri, Relationship Management - ISV at Bluefin, to learn more about how you can make the most out of this exciting partnership and get started with online bill pay. This webinar covers:
Join Jessica Hakey, Sales Manager, and Cait Coon, Social Media Expert, to hear more about social media marketing and how it can help you engage current clients and attract new ones. You'll learn:
Join Liza Smith-Vedder as she takes you on a tour of our Virtual Accountant Toolkit. Designed to help you communicate with your clients effectively even when you can not meet in person, the Virtual Accountant Toolkit contains the following features:
Nearly 90% of American adults use the internet. That means you can reach nine out of every ten prospective new clients online! By combining search engine optimization (SEO) and pay-per-click (PPC) advertising, you'll reap the benefit of both paid and unpaid website traffic from clients looking for a new accountant in your city!
Watch this webinar where we help you:
Tax season is just around the corner making now the best time to start strategically planning for the immediate future and year ahead to make this your most successful year yet. With all the anticipated trends and changes coming, now is the perfect time to reflect on what has worked well while strategically aligning yourself for greater success in the new year.
Watch this webinar where we help you:
Are you looking for a better way to generate more referrals and strum up more business? With 92% of people trusting recommendations from family and friends, a referral marketing plan can reap big rewards for a small business. Today, thanks to the internet, gaining referrals can come from more places than in person "word-of-mouth" so knowing all of these different touch points and how to best convert referrals into your new clients is key.
Watch this webinar to learn:
According to Google, there has been a rise in searches that include the term "near me," which means there's more people than ever who are looking for an "accountant near me" online today.
With search engine optimization (SEO), you can help your firm get noticed higher on search results and increase website traffic. Otherwise, if you're not on page one or easily found on search results pages, you may be missing out on a lot of new client opportunities. Learn how to leverage the power of "near me" searches and watch this webinar where you'll discover how to:
Watch Now!
Learn How to Use Automated Client Communications to Reduce No-Shows and Improve Profitability
With chaotic schedules and everyone constantly on-the-go, staying top-of-mind with clients can be difficult, and appointments can easily be missed. Not only does this cause frustration but it can negatively impact your bottom line!
Luckily, with OfficeMojo, you can now easily remind clients about their upcoming appointments (or remind them to schedule one) to keep your calendar full and profitability high.
You'll see a demo of the solution and learn:
Watch Now!
In our brand new Product Spotlight Webinar Series we're highlighting our latest services and help you understand the benefits of each! Kicking off the series will be focused on our flagship website solution, Diamond which combines the highest degree of website customization options, industry-leading security features, and metrics tracking that supports more accurate ROI analysis. Watch this webinar to learn how this comprehensive solution is helping accountants like you get more from their marketing investments. You'll learn:
Visitors form an opinion about whether to stay or leave your website in 50 milliseconds (0.05 seconds). What does your website stay about your business?
In addition to getting an exclusive Checklist for Success to utilize on your website, watch this webinar to learn key best practices to having a website in 2019 to make an unforgettable first impression that turns visitors into your new clients. You'll learn:
Watch this webinar to learn key traits, characteristics, and ways to best market to the millennial generation.
Did you know that the millennial generation holds 1.3 trillion dollars of annual buying power, and takes up 34% of the workforce? And, buy 2025 they'll take up 75% of the workforce?
When it comes to working with and attracting millennial clients, it's important to know that they think differently because they are different - especially when it comes to choosing the companies they engage with.
Has your firm begun to strategize ways to reach and attract the next generation? Do you know what you need to do to be competitive and attract these new clients?
Watch this webinar to learn key traits, characteristics, and ways to best market to the millennial generation.
Is your business on Facebook where potential clients can find, see, and interact with you? Are you leveraging Facebook to its fullest potential to create an ongoing pipeline of leads? Are you ready to take action and start seeing results? Facebook has the highest number of monthly active users on any social network in the world and has an unmatched ability to hyper-target audiences and increase traffic to your website.
Watch this webinar to learn:
Are you looking for ways outside to drive more traffic to your website and increase new clients? Do you know how to optimize your business listings in online directories and get links from other websites to yours to improve your online visibility? In our second and final part of our SEO series, you'll learn how to elevate your rankings on search results to achieve a higher quality and quantity of traffic to your website.
Watch this webinar to learn how to:
This webinar is part one of a two-part series that will help you apply the basic components of search marketing to help you stand out on search results and attract new clients online. Watch this recording to learn:
Nearly 90% of American adults use the internet. That means you can reach nine out of every ten prospective new clients online! By combining search engine optimization (SEO) and pay-per-click (PPC) advertising, you'll reap the benefit of both paid and unpaid website traffic from clients looking for a new accountant in your city!
If you want to capture more new clients online, this webinar is for you! Listen now to learn:
When it comes to growing your business, it's important to think about your approach to staying in touch with clients throughout the year. By following up with current and former clients, you can set your pipeline up for future success. Nurturing these relationships and having a plan to actively engage with clients positions your firm to receive a higher percentage of repeat business that will cost you very little money to secure.
Watch this 15-minute coffee-break style webinar to learn:
Are you looking to consistently deliver a flawless experience to clients - both inside and outside of your business? Find out what clients really want (but won't always tell you) in this 15-minute coffee break webinar. You'll learn surprising things that current and potential clients are looking for in an accountant plus recommendations on how your firm can live up to consumer demands and expectations.
Today, 84% of people trust online reviews just as much as a personal recommendation from a friend.1 And with more and more people researching businesses upfront, not showing any reviews online could be a major red flag.
By investing a small amount of time into your firm's reputation marketing strategy, you can drive new clients and referrals well beyond the current tax season. Watch this 20-minute webinar to learn how to:
Reach a larger, targeted audience of potential new clients while showcasing the services your firm provides. With a flexible budget, engaging ad copy, and customized landing pages, you can create a complete Facebook Ad campaign that delivers a strong return on your investment. So, what do you need to know and how do you get started?
Watch this webinar where we help you:
Tax season is just around the corner making now the best time to start strategically planning for the immediate future and year ahead to make 2019 your most successful year yet. With all the anticipated trends and changes coming in 2019, now is the perfect time to reflect on what has worked well while strategically aligning yourself for greater success in the new year.
Watch this webinar where we help you:
With chaotic schedules and everyone constantly on-the-go, staying on the top of your clients' minds can be difficult, and appointments can easily be missed. Not only does this cause frustration but it can negatively impact your bottom line! Luckily, with OfficeMojo, you can now easily remind clients about their upcoming appointments (or remind them to schedule one) to keep your calendar full and profitability high.
Watch this webinar where you'll learn:
During a presentation about Facebook and Twitter we received a number of questions about how to expand your firm's social media presence. Well, we're here to help, so...
Watch this webinar to learn how to get the most out of your social media management service by learning how to extend content to LinkedIn.
Watch today to:
Save your spot to learn more about marketing your firm online.