February 19, 2024


1 Total CPE Credits


A 7-Step Framework for Marketing Client Accounting Services

  • Instructor

    Gaynor Hardy(Meilke)

Learning Objectives

After attending this presentation, you will be able to...

  • Identify profitable business niches
  • Recall key attributes of the audiences that you want to reach
  • Identify effective packages and services for CAS services
  • Recognize how to deliver a marketable service offering
  • Identify strategies for lead generation
  • Recall a process for selling to leads
  • Select the right technology to help close sales and nurture referrals

Major Topics

The major topics covered in this class include:

  • An efficient process to identify, attract and consultatively sell CAS to new prospects
  • Remain and leverage being "top of mind" with prospects and existing by communicating the real value of your services using a variety of channels
  • 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

CPE Credits Available

Total CPE
Business Management & Organization

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Management

Advanced Preparation


Intended Audience

Accounting professionals developing and offering client accounting services.


CPA Crossings

Register For This Event

  • ASCPA Member

    $ 55 55
  • ASCPA Non-Member

    $ 105 105
    Your Price

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