Growing Your CPA Practice - A Guide to Client Acquisition (Video) (Course Id 1937)

Business Management & Organization - Business Management & Organization for Course Id 1937

The goal of this course is to help you understand the importance of client acquisition.

It is designed to take a critical look at growing your practice.  As you well know owning your own firm or being a partner in a firm, you have to constantly look for clients, not only maintain your current client base but also be in the business of client acquisition.

Clients keep our lights on, keep our companies growing. So today that very critical aspect of your business is what we'll cover, we want to help you identify your best prospects, walk through different strategies that you can use to reach them. We'll talk a little bit about how to run some of these efforts internally for you as well as maybe consider some of the outside firms you might partner with.

Video - NASBA QAS - Text - NASBA Registry - 1937

Course Learning Objectives

• Create a strategy to use in client acquisition across all the aspects of your firm.
• Execute a client acquisition plan based on the strategy you developed.
• Implement the various aspects of strategic marketing that we’ll cover in the course.
• Educate you on how to do it yourself, and how to look for partner firms to do it for you or some combination thereof.

Chapter 1 - Growing Your CPA Practice - A Guide to Client Acquisition

Chapter 1 Review Questions