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Course Details

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

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Author : Mike Hutzel, Author, CEO
Course Length : Pages: 3 ||| Review Questions: 6 ||| Final Exam Questions: 10
CPE Credits : 2.0
IRS Credits : 0
Price : $29.95
Passing Score : 70%
Course Type: Video - NASBA QAS - Text - NASBA Registry
Primary Subject-Field Of Study:

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

Description :

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.

Usage Rank : 0
Release : 2022
Version : 1.0
Prerequisites : None.
Experience Level : Overview
Additional Contents : Complete, no additional material needed.
Additional Links :
Advance Preparation : None.
Delivery Method : QAS Self Study
Intended Participants : Anyone needing Continuing Professional Education (CPE).
Revision Date : 05-Jan-2022
NASBA Course Declaration : Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam.
Approved Audience :

Video - NASBA QAS - Text - NASBA Registry - 1937

Keywords : Business Management & Organization, Growing, Your, CPA, Practice, Guide, Client, Acquisition, Video, cpe, cpa, online course
Learning Objectives :

Course Learning Objectives

By the end of this course, you will be able to…
  • 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.
Course Contents :

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

Chapter 1 Review Questions

CPE Business Management & Organization Course: https://www.cpethink.com/practice-management-cpa-courses
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