On Demand Webinars

Get the latest facts, tips, and ideas for marketing your accounting firm.

 
How to Maximize Profit When Selling Your Firm

The Benefits of Pay-Per-Click Advertising


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.

How to Maximize Profit When Selling Your Firm

Keeping Clients Informed About Upcoming Tax Changes: Post Election


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:

  • Keep clients informed (even during the busy season).
  • onnect with clients across multiple communication channels.
  • Build trust in your firm to attract and retain more clients.
How to Maximize Profit When Selling Your Firm

From Search to Signed: How to Leverage Local Service Ads


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.

How to Maximize Profit When Selling Your Firm

Preparing for an Easier Tax Season: How to Use Automation to Streamline Your Firm


In this webinar you'll learn:

  • How firm automation can help with busy season
  • The benefits of firm automation
  • The best practices for firm automation
How to Maximize Profit When Selling Your Firm

Level the Playing Field: How the Savings Hub Helps Smaller Firms Save Time, Cut Costs, and Compete with the Big Guys


This webinar will give you an in-depth look at exactly how the Savings Hub can provide our website clients with:

  • Access to fortune-500 group health insurance through the PEO program
  • Savings on technology with Office Depot, Best Buy, and more
  • A complete program that provides the best rates on everyday business services and lifestyle benefits for travel, hotel, health, and more
How to Maximize Profit When Selling Your Firm

Mastering SEO & Google Search Ads for Accountants


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.

How to Maximize Profit When Selling Your Firm

Keeping Clients Informed About Upcoming Tax Changes


In this webinar you'll learn:

  • Keep clients informed (even during the busy season).
  • Connect with clients across multiple communication channels.
  • Build trust in your firm to attract and retain more clients.
How to Maximize Profit When Selling Your Firm

How to Maximize Profit When Selling Your Firm


In this webinar you'll learn:

  • A step-by-step process for maximizing your business value
  • What young accountants are looking for in a business they want to buy
  • How to implement our recommendations as efficiently as possible
Dress Your Accounting Website for Success

Beating the Competition When Recruiting Talent


Topics of focus:

  • How to showcase your firm's standout capabilities
  • How a great website and SEO plan can shape your firm's brand
  • How securing and retaining top staff directly relates to firm strength and growth
The Perfect Website for Accounting Firm

The Perfect Website for Accounting Firm


During this webinar we will cover:

  • The core principles that make an effective website
  • How websites impact client experience
  • The benefits of an effective website
  • And more
Dress Your Accounting Website for Success

How to Gain and Retain Your Ideal Clients with Content Marketing


In this webinar you'll learn about:

  • Maximize your social influence and credibility through engaging content and news
  • Feed your website fresh content on topics impacting your clients and other contacts
  • Stay top of mind and nurture clients to enhance client loyalty
SEO for Bookkeepers

SEO for Bookkeepers


In this webinar you'll:

  • What SEO is and why it's important
  • The competitive SEO landscape for bookkeepers
  • How to attract your ideal clients
  • How to do some initial ROI calculations
  • How SEO is the foundation of every successful digital marketing strategy
Dress Your Accounting Website for Success

How to Optimize Google and Facebook Ads for Better Results


In this webinar you'll learn about:

  • Leveraging Facebook and Google Ads to swiftly attract clients
  • Mastering in campaign management
  • Crafting compelling ads that resonate with your target audience
  • Navigating the complexities of campaign setup and management
How to Use Referrals to Grow Your Business and Create Loyal Customers

How to Use Referrals to Grow Your Business and Create Loyal Customers


In this webinar you'll:

  • Discover the power of client referrals in expanding your business
  • Learn how to build trust and credibility with your clients
  • Implement effective strategies to encourage and incentivize referrals
  • Explore how CPA Site Solutions can support your referral marketing efforts
Dress Your Accounting Website for Success

Why Google and Facebook Ads Are Ideal for Finding Clients During Tax Season


In this webinar you'll gain invaluable insights on:

  • Leveraging Facebook and Google Ads to swiftly attract clients
  • Mastering in campaign management
  • Crafting compelling ads that resonate with your target audience.
  • Navigating the complexities of campaign setup and management
Build a Customizable Content Strategy with Topline Content Marketing

Build a Customizable Content Strategy with Topline Content Marketing


During this webinar you'll learn how to:

  • Send targeted email campaigns with minimal effort
  • Share impactful content on social channels and blogs
  • Position your firm as the go-to resource for important tax and financial updates
Dress Your Accounting Website for Success

Using Local Service Ads to Reach Quality Clients


In this webinar you'll learn how to:

  • Put your business at the top of Google
  • Attract local clients who are actively seeking your services
  • Earn customer trust with Google Screened
  • Maximize your return on investment
  • Integrate Local Service Ads into your total marketing strategy
  • Secure a top spot in Local Service Ads
Dress Your Accounting Website for Success

Streamline Your Accounting Firm for Busy Season: Best Practices for Automation and Efficiency


In this webinar you'll learn about:

  • How firm automation can help with busy season
  • The benefits of firm automation
  • The best practices for firm automation
Dress Your Accounting Website for Success

Link Building: The Booster Engine for SEO Results


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.

Dress Your Accounting Website for Success

Content Marketing For Accountants


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:

  • Resonates with your target audience
  • Establishes your expertise
  • Drives tangible results
Dress Your Accounting Website for Success

Search Engine Optimization Best Practices for Your Firm


In this webinar you'll learn about

  • Keyword research and analysis
  • Optimizing for Local Search
  • On and Off-page Optimization Best Practices and Techniques
  • Tracking and Analyzing Success
Dress Your Accounting Website for Success

The Value of Search Engine Marketing


Join Executive Account Advisor Michelle Thibault as she discuss the value of Search Engine Marketing.

Topics covered include:

  • What is Search Engine Marketing
  • Search Engine Optimization
  • Google Local Service Ads
  • Google Ads
  • How CPA Site Solutions Can Help
Dress Your Accounting Website for Success

The Financials of Offering Advisory Services Webinar


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.

Dress Your Accounting Website for Success

How our SEO team can help


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.

Dress Your Accounting Website for Success

TopLine Content Marketing


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:

  • Maximize your social influence and credibility through engaging content and news
  • Feed your website fresh content on topics impacting your clients and other contacts
  • Stay top of mind and nurture clients to enhance client loyalty.
Dress Your Accounting Website for Success

How to Build a 6-Figure Business


Secrets from Award-Winning CFO Margo Masri

Dress Your Accounting Website for Success

Credit Card Acceptance and PCI Compliance


How to choose the right payment types for your firm

Dress Your Accounting Website for Success

How To Leverage Social Media To Grow 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

  • How you can get started with social media marketing for free or no cost
  • Which tools to use with your social media
  • How to connect with your audience to turn them into customers
Dress Your Accounting Website for Success

How to Build & Price New Services to Reduce Workload While Increasing Value


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:

  • Build and price new services,
  • Create a highly profitable practice, and
  • Get your life back!
Dress Your Accounting Website for Success

Tax Credits Crash Course: ERC, R&D, and WOTC


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:

  • Employee Retention Tax Credit
  • Research & Development Tax Credit
  • Work Opportunity Tax Credit
Dress Your Accounting Website for Success

Part 1: How to Grow Your Firm With or Without Marketing


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:

  • The key differences between sales and marketing
  • What to think about when it comes to attracting your ideal clients
  • What to do after you have a marketing plan in place
  • Sales tips and best practices to close the deal
Dress Your Accounting Website for Success

Part 2: How to Grow Your Firm With or Without Marketing


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:

  • How your online presence impacts your success
  • How to create the best first impression for potential clients
  • How to use customer reviews to your benefit
  • How to be intentional and decisive about promoting your firm
Dress Your Accounting Website for Success

Part 3: How To Grow Your Firm With or Without Marketing Q&A


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:

  • How to turn first-time callers into clients
  • How to pitch to potential clients without "selling them"
  • How to create the best first impression for your firm
  • And more!
Dress Your Accounting Website for Success

Cost Accounting 101 for the Cannabis Industry


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:

  • Why cannabis companies are prime targets for audits (and how you can help them prepare for the inevitable)
  • A cost accounting primer for the niche and why it's so important for these companies
  • Entity structures and why they're important
  • Tools and processes needed to serve the niche
  • Day-to-day and month-end accounting processes
  • Issues related to startups and capital raises
Dress Your Accounting Website for Success

How to Enhance Your Clients' Experience with Your Website


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:

  • Why a great client experience is a key business driver.
  • Secret, simple changes you can make to improve the client experience.
  • How to apply these changes and start seeing the benefits.
Dress Your Accounting Website for Success

Pt 3. Crypto and taxes: What you need to know!


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:

  • Nonfungible tokens (NFTs)
  • Tokenization
  • Foreign transactions
  • And more!
Dress Your Accounting Website for Success

Pt 2. Crypto and taxes: What you need to know!


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:

  • The two types of crypto taxes: Capital gains and income
  • Taxable vs. non-taxable transactions
  • The tax forms needed and where they come from
  • An overview of potential problems for accountants
Dress Your Accounting Website for Success

Introduction to Backlinking


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.

Dress Your Accounting Website for Success

THE CPA SIte Solutions Business Marketplace


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:

    • Healthcare, vision, and dental insurance at rates that are normally only available to large companies
    • Discounts at leading retailers, including Office Depot and UPS
    • Consultants and experts to help you grow, manage, and eventually sell your business
    • And more!
Dress Your Accounting Website for Success

Crypto and taxes: What you need to know!


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:

  • What crypto is and how it works
  • The various types of crypto transactions
  • Where crypto transactions take place
  • An intro to DeFi (Decentralized Finance)
Dress Your Accounting Website for Success

Introduction to CPA Site Solutions and Why Digital Marketing is Important Now


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:

  • Why your website can make or break your firm
  • Which digital tools are no longer optional
  • An introduction to CPA Site Solutions
Dress Your Accounting Website for Success

Get Ahead of the Competition with Local Service Ads


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:

  • Guarantee your firm a spot at the top of Google
  • Get high-quality local leads right to your phones
  • Earn a coveted "Google Screened" badge
  • Differentiate from the big guys
Dress Your Accounting Website for Success

Intro to our Secure Client Portal


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:

  • Why you should take advantage of it
  • The complete features included
  • How to get started and use it immediately
Dress Your Accounting Website for Success

Busy Season is Over. Now What?


Join Liza Smith-Vedder, Director of Sales, to learn how you can prepare your firm for success. Liza will discuss the following key initiatives:

  • How to optimize your firm's website
  • How to build a strong search engine strategy
  • How to shore up your firm's social media presence
Dress Your Accounting Website for Success

CPA Site Solutions and Bluefin Present Online Bill Payment for your Website


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:

  • The CPA Site Solutions / Bluefin partnership
  • The benefits of accepting integrated, electronic payments for you and your clients
  • The benefits of PCI compliance
  • How to set up an online bill payment page in your current build / configuration
Dress Your Accounting Website for Success

Intro to Social Media Marketing


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:

  • Why social media is important for the growth of your firm
  • Which social media channels work best for your business
  • How CPA Site Solutions can help you get the most out of social media platforms
Dress Your Accounting Website for Success

Virtual Accountant Toolkit Product Tour


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:

  • An easy to use automated client text message service and appointment calendar
  • A secure portal with drag and drop features for confidential document exchange
  • Email marketing service with customizable templates
Dress Your Accounting Website for Success

Search Marketing for Accountants


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:

  • Why search marketing is important to your firm
  • How it works and two main strategies to implement
  • Ways to help you stand out on search results to attract new clients online
Dress Your Accounting Website for Success

12 Ways to Jumpstart Your Marketing in the New Year


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:

  • Reflect and identify which marketing campaigns worked best for your firm last year
  • Explain key steps you must do before and early into a new year to start your marketing off on the right foot
  • Provide 12 ideas on how to strategically deliver timely and relevant campaigns and content to current and potential clients to increase
  • satisfaction and loyalty
  • And more!
The Fundamentals of Facebook Ads for Accountants and Financial Professionals

How to Use Referrals to Grow Your Business and Create Loyal Customers


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:

  • What motivates people to talk about your firm
  • The "trust, but verify" mindset
  • Strategies and tips to encourage client referrals
The Fundamentals of Facebook Ads for Accountants and Financial Professionals

How to Rank Higher on Google for "Accountant Near Me"


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:

  • Dramatically improve your search rankings + quantity and quality of clients
  • Implement 3 key tactics that will help you start improving your rankings today
  • Establish and optimize your presence on top online directories
  • Utilize videos as part of your SEO strategy
  • Generate more quality backlinks to your website through other industry websites
  • Avoid and fix common SEO mistakes
  • And more!

Watch Now!

The Fundamentals of Facebook Ads for Accountants and Financial Professionals

Product Spotlight: OfficeMojo + Live Demo


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:

  • The impact and importance of timely, personalized client communications
  • Key features included in the OfficeMojo software
  • Sync functionality with Microsoft Outlook and Google Calendars
  • Ideas for client communication success
  • And more!

Watch Now!

The Fundamentals of Facebook Ads for Accountants and Financial Professionals

Product Spotlight Series: Diamond - Get the Most from Today's #1 Website Solution for CPAs


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:

  • How greater website customization improves conversion rates
  • The importance of website security
  • How to measure your website's performance
  • Key features included with Diamond
  • And more!
The Fundamentals of Facebook Ads for Accountants and Financial Professionals

Dressed to Impress: Is Your Website Making or Breaking Your Firm's Business?


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:

  • Split-second judgements people make about your website when they visit the first time
  • Components of a successful website
  • Recommendations to improve conversions on your site
  • How to stand out from your competitors
  • And more!

Watch this webinar to learn key traits, characteristics, and ways to best market to the millennial generation.

The Fundamentals of Facebook Ads for Accountants and Financial Professionals

Marketing to Millennials


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.

The Fundamentals of Facebook Ads for Accountants and Financial Professionals

How to Use Facebook Ads to Grow Your CPA Firm


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:

  • The benefits of utilizing Facebook Ads and why small businesses are loving it
  • Best practices and common mistakes to avoid
  • 2019 Facebook Ads updates you need to know
  • And more!
The Fundamentals of Facebook Ads for Accountants and Financial Professionals

SEO 201 For Accountants and Financial Professionals


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:

  • Generate more quality backlinks to your website through other industry websites
  • Establish and optimize your presence on top online directories
  • Avoid and fix common SEO mistakes, like duplicate business listings
  • And more!
The Fundamentals of Facebook Ads for Accountants and Financial Professionals

SEO 101 For Accountants and Financial Professionals


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:

  • SEO basics: what it is, why it's important, and how people are searching
  • Key ranking factors: discover the secrets to what Google is really looking for to improve your rankings
  • Targeting ideas: learn how you can improve the quality and quantity of volume to your website
  • Actionable strategies: get 3 quick things you can do today to improve your rankings online
  • And more!
The Fundamentals of Facebook Ads for Accountants and Financial Professionals

Search Marketing 101 for Accountants


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:

  • Why search marketing is important to your firm
  • How it works and two main strategies to implement
  • Ways to help you stand out on search results to attract new clients online
The Fundamentals of Facebook Ads for Accountants and Financial Professionals

7 Quick Tips to Smarter (And Easy) Client Follow-Ups


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:

  • What a customer retention program is and why it's important to start now
  • 7 Successful strategies that "wow" clients and set you apart from competitors
  • Ways to identify the right cadence for following up with clients
  • And more!
The Fundamentals of Facebook Ads for Accountants and Financial Professionals

What Clients Really Want From Their Accountant


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.

The Fundamentals of Facebook Ads for Accountants and Financial Professionals

Reputation Management During Tax Season: Long-Term Benefits of Client Reviews


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:

  • Leverage happy clients during tax season to help generate more positive reviews for your firm
  • Respond to negative reviews in a polite and professional manner
  • Take full control of your online reputation across multiple review websites
  • And more!
The Fundamentals of Facebook Ads for Accountants and Financial Professionals

The Fundamentals of Facebook Ads for Accountants and Financial Professionals


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:

  • How Facebook Ads work
  • Key benefits of incorporating Facebook Ads into your marketing strategy
  • Top Facebook Ad features
  • Best practices and common mistakes
  • How to measure your campaign's success and ROI
  • And more!
Dress Your Accounting Website for Success

12 Ways to Jumpstart Your Marketing in 2019


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:

  • Reflect and identify which marketing campaigns worked best for your firm in 2018
  • Explain key steps you must do before and early into 2019 to start your marketing off on the right foot
  • Provide 12 ideas on how to strategically deliver timely and relevant campaigns and content to current and potential clients to increase satisfaction and loyalty
  • And more!
Dress Your Accounting Website for Success

OfficeMojo: How to Use Automated Client Communications to Reduce No-Shows and Improve Profitability


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:

  • The impact and importance of timely, personalized client communications
  • Key features about OfficeMojo software
  • Ideas for client communication success
  • And more!
Dress Your Accounting Website for Success

Expanding Your Social Media Presence - Tutorial for Accountants


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:

  • Learn best practices on how to use derivative content across social media platforms
  • Understand how to utilize all aspects of your LinkedIn profile including the dashboard, page settings, cover photos and profile pictures
  • Understand what your analytics are telling you
  • Learn how to schedule content in advance to augment a social media content service

Join us for our next webinar!



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