Webinar Details
Course Description
As you look back on tax season, what do you see? In this workshop-style webinar that is part one of a two-part series, we'll take time to ask important questions about the year behind and what we want to change in the year ahead.
- Do you like the business you've got?
- What could have gone better?
- Who did you enjoy working with, and how did that person end up becoming a client?
- What marketing channels are working?
- What do you have in place for next year?
After answering questions like these, we'll pivot to taking action and helping you decide what needs to be done in the off-season to make tax season better and more profitable.
Learning Objectives
- Identify off-season objectives that can lead to a more efficient tax season.
- Recognize how to utilize the right marketing channels to attract ideal clients.
- Discover how to set and hit growth goals in future tax seasons.
Prerequisites
- None
Who Should Attend
CPAs, firm owners, accounting/finance professionals who work with clients.
Advanced Preparation
None
Presenter Details
-
Christian Jones
- CEO
I've been working at TaxProMarketer since 2016 and have occupied a number of roles during my tenure. My present role of CEO carries leadership responsibilities to our highly talented team, to our clients and their success and to the tax and accounting industry at large. TaxProMarketer is the tax and accounting industry’s foremost digital marketing agency. We offer cutting edge done-for- you digital marketing services to all stripes of professionals in the tax and accounting industry. We help our clients grow their firms through a combination of powerful and time tested digital marketing strategies. It's my privilege to lead TaxProMarketer, our clients and to push our industry forward through teaching and education.
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.
Date & Time
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
Live Webinar
Post-Tax Season Workshop: Why You Didn't Hit Your Growth Goals & How To Hit Them Next Year
Sponsored by TaxProMarketer
- May 6, 2025
- 2:00 PM EDT
- Credits: 1.00
FREE
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