Self-Study Course Details
Course Description
In this episode, Christian Jones, CEO of TaxProMarketer, joins Liz Briggson for a post-tax season conversation that shifts the focus from burnout recovery to business renewal. Together, they explore how accounting and tax professionals can use reflection to clarify who their ideal clients are, design marketing strategies that speak directly to them, and optimize digital tools to build a firm they’re proud of. From client avatar development to website strategy and follow-up communication, this episode provides actionable insight for firms that want to attract high-value clients, improve marketing outcomes, and grow with intention.
Learning Objectives
- Recognize how client avatar development can improve marketing alignment and firm growth.
- Identify the essential components of an effective digital marketing strategy for accounting and tax professionals.
Prerequisites
- None
Advanced Preparation
None
Author Details
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Liz Briggson
Liz Briggson joined the Encoursa team in 2017, bringing a unique mix of accounting, finance, and sales experience. A self-described lifelong learner, Liz is passionate about education and helping people reach their potential.
Liz's corporate finance experience includes progressive finance roles with Kellogg Company, Amway, and Open Systems Technologies. At Amway, Liz was responsible for management reporting for Amway’s portfolio companies and financial planning & analysis for Amway’s finance and executive divisions. Prior to that, Liz served clients in the utilities, insurance, and manufacturing industries in the assurance practice at PricewaterhouseCoopers.
Today, in addition to being a member of Encoursa, Liz continues to practice as a licensed CPA, providing valuation and financial advisory services as part of the Adamy Valuation team.
NASBA Sponsor
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Encoursa is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBAregistry.org.
$15.00
CPE
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Webinars: CPE certificates will be accessible through your dashboard 1 hour after a webinar concludes.
Self-Study: CPE certificates will be accessible through your dashboard immediately after passing the qualified assessment.
For specific instructions on accessing your CPE, please see our FAQ section on our support page.
- Multiple Attendees on Webinars: Each attendee should register separately for the webinar. If more than 1 attendee participated from the same device, please contact us after the event to let us know. For group signups for paid events, please contact us.
Purchase options
Podcast Course
Post-Tax Season Reflection: How to Attract the Right Clients and Build a Firm You Love
- by Liz Briggson
- Credits: 1.00
$15.00
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