HOW TO ENJOY AND SUCCEED IN YOUR ROLE AS A CPA FIRM MARKETER

2008 courses are complete. For private classes, please call:
314-416-1201

What you get from this course

Want to shave months, perhaps even a year, off your learning curve? You'll receive the perfect balance of strategic marketing approaches relevant to CPA firms and an understanding of the profession.

Come away with:

• Tools and steps for completing our Firm Analysis (aka marketing audit used at the start of every outsourced marketing engagement) to identify the firm's needs and opportunities
• Keys to prioritizing initiatives and balancing short term results with long-term ROI – how to decide (and successfully recommend) 'what' to do and in which order
• Methods for preparing and presenting information to management in ways CPAs will appreciate
• How to approach budgeting and plan documentation for a professional service firm
• Facilitation strategies that aid decision-making and project management so decisions can made more timely
• An understanding of what to measure, when, and why
• How to establish and manage expectations for your performance and marketing plan outcomes

Why you need this course

• Are "planned" marketing initiatives constantly set aside for more urgent but less important "fires"?
• Is "marketing" a functional area operating alone, unintegrated with other aspects of firm operations?
• Do owners disagree (openly or subtly) on which things should be accomplished?
• Or are you often asked to do things that don't really align with the firm's long-term goals?
• Are practice groups and individuals as active with business development as they need to be?
• Are there no marketing plans or budgets in place such that approvals are needed case-by-case before moving forward on projects?

We can help you to improve these scenarios!

Those new to CPA firm marketing tell us that it's a world away from what they have known in other sectors. We agree.

This largely results from a combination of: 1) the democratic nature of the partnership operating model, 2) the tendency for firm owners to oversee most aspects of operations personally, 3) the intense work cycles that require all their energies for months at a time.

What this means for marketers is that you've somehow got to be simultaneously autonomous and closely monitored—not easy!

But there's a saying that "nothing worth doing is easy" and many CPA firm marketers have found their careers to be both personally and professionally rewarding.

We provide a foundation to help you succeed and thrive in the unique and challenging environment of CPA firms.

Who should attend

Marketing professionals new-ish to the CPA firm environment—whether seasoned in another industry or new to marketing altogether—benefit from this course.

New marketers find a dramatic reduction in learning curve and sustain confidence in presenting ideas to the firm. Frustration is decreased both on the marketer's part and on the part of firm management.

Many experienced marketers from outside the accounting industry come to us frustrated and feeling like a fish out of water. They describe a sense of post-hire let-down due to the unusual operating atmosphere in firms that tends to slow their progress.

From our course, experienced marketers appreciate new perspective and a renewed sense of purpose as well as approaches that compliment the skills they've brought from their prior experience.

View all our course offerings.