This course equips CPAs and other professionals with practical strategies to market their services effectively, build authority, and increase client loyalty. Participants will learn proven approaches for generating referrals, developing niche markets, and leveraging digital marketing to strengthen their professional brand.
Course ID: MPS2025
Marketing Professional Services
Learning Objectives
- Identify 12 proven marketing strategies that professional service firms use to grow their business.
- Identify the difference between effective and ineffective referral and retention programs.
- Recognize and apply the 80/20 principle to target a niche market and attract ideal clients.
- Recognize the impact of billing models (hourly vs. value-based) on client satisfaction and firm productivity.
- Identify and formulate a personalized marketing plan that integrates digital strategies, referrals, and authority-building.
Major Topics
- 12 specific marketing strategies tailored for professional service firms
- Authority-building through publishing and thought leadership
- Referral and retention systems that deliver measurable results
- Digital marketing tools and social media best practices
- Billing and incentive models that improve staff performance and client satisfaction
- The 80/20 niche focus method for targeted growth
- Practical examples from real CPA and business experience
Advanced Preparations
None
Who Should Attend
CPAs, accountants, tax professionals, and other service-based business leaders who want to strengthen their marketing effectiveness, build authority in their niche, and attract and retain ideal clients.
Fields of Study
Communications and MarketingPrerequisites
None. This is an introductory course designed for professionals with no prior marketing training required.