Marketing the CPA in Public Practice (Currently Unavailable)
Author: David Osburn
| CPE Credit: |
2 hours for CPAs |
How do you market your accounting/tax practice? How do you market your department within a practice? How do you market yourself?
This seminar will provide the CPA with the ability to use the “Marketing Concept” (satisfying the client’s “needs” versus “traditional” selling) in order to expand their practice. The CPA will also be introduced to the concepts of the target market, the 4 Ps of marketing, “branding,” industry life-cycle (and personal life-cycle), and market structure.
The concept of both “business” and “personal” marketing will be reinforced through a series of “real-world” scenarios.
Upon completion of this seminar, the attendee will have the tools to create both a “firm” and “individual” marketing plan.
Publication Date: January 2021
Designed For
CPAs that are sole practitioners, partners, department managers or staff accountants.
Topics Covered
- The Marketing Concept
- Concepts of the target market
- 4 Ps of marketing
- Branding
- Industry life-cycle (and personal life-cycle)
- Market structure
Learning Objectives
- Recognize the importance of the "Marketing Concept"
- Identify and explore the concepts of the target market, the 4 Ps of marketing, branding, industry life-cycle (and personal life-cycle), and market structure
- Describe business" and "personal" marketing
- Recognize and apply the marketing concepts to "real-world" scenarios
- Describe how to create a "firm" and "individual" marketing plan
- Identify an example of a sales approach
- Describe the 4 P's of marketing
- Differentiate personality types
Level
Basic
Instructional Method
Self-Study
NASBA Field of Study
Personnel/HR (2 hours)
Program Prerequisites
None
Advance Preparation
None
