Engage CPA Firm Clients and Prospects with Marketing Automation

Offered By:

Transformation Area:

Firm Transformation
Tax Transformation

CPE Credits

1 Hour(s) - CPE Credit(s)


1 Hour(s)




While you may be comfortable using automation to prepare financial statements and tax returns, have you thought about how automation can positively impact your marketing efforts?

Your clients expect you to be proactive, to communicate frequently, and to understand their business and industry. Your prospects need consistent communication and resources as they determine which CPA firm they would like to work with. Yet, due to time limitations and other responsibilities, your marketing efforts may be inconsistent.

This is where marketing automation comes in. Marketing automation uses software to automate repetitive marketing activities, including email, social media posting, ad campaigns, and more. It enables you to provide your clients and prospects with content and thought leadership at exactly the right time. This keeps clients happy, and nurtures prospects.


Attend this session and learn how to:
• Define the ingredients for successful marketing automation
• Apply marketing automation to your marketing plan
• Differentiate your communications
• Decide if marketing automation is right for your firm
• Assess if your marketing automation is working


March 1, 2022


11:00 am - 12:00 pm