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Elevate Your Tax or Accounting Practice: Strategies for Growth and Success

ELEVATE YOUR TAX OR ACCOUNTING PRACTICE: STRATEGIES FOR GROWTH AND SUCCESS

Cost Free
Presentation Length 1.0 hour

Recorded DateJanuary 9, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

In this webinar, we'll uncover numerous opportunities within the tax and accounting industry that can elevate your business to new heights. We will walk you through everything from choosing a niche and establishing your brand to upselling your customers. Join us as we delve into how the power of digital marketing strategy and automation can effectively boost your profits. 

Learning Objectives:


  • Identify how to choose and market to the best niche for your tax or accounting firm

  • Recognize how to position yourself as a market leader and stand out among generic firms

  • Outline how to digitize and automate proposals

  • Describe how to craft a well-executed upsell campaign to increase your value with clients

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Lee Reams II

CountingWorks PRO
CEO and Founder
[email protected]
(818) 338-8700 ext. 222

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Lee Reams II (Founder & CEO) is the energy behind CountingWorks PRO. He is actively involved in product development, marketing, and website development. He prides himself on listening to clients' needs while developing first-class solutions and is known to monitor his iPhone at all hours of the day. In addition, Lee has presented marketing and growth concepts to tens of thousands of tax and accounting professionals. When Lee is not busy putting his ideas to work, he enjoys spending time with his wife, Allison, and daughter, Whitney. Also, he is an active hiker, mountain biker and loves exploring the Sierra backcountry.

About Our Presenter

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Trusted by thousands of tax and accounting professionals and with award-winning marketing automation technology, CountingWorks PRO has been helping professionals to build and grow five-star practices for more than a decade. With its marketing automation technology, CountingWorks PRO provides small firms with state-of-the-art digital marketing technology and automation solutions which include websites, blogs, email newsletters, secure client portals, appointment and e-sign tools, social media marketing, search engine optimization, reputation building and more. With its TaxBuzz and CountingWorks financial marketplaces, CountingWorks PRO provides ways for millions of small business owners and taxpayers to connect and engage. For more information, visit www.countingworkspro.com.