A 7-Step Framework for Marketing Client Accounting Services

Course Details


Saturday, June 10, 2023

7:00am – 8:00am (Registration: 12:02pm)



Field of Study


CPE Credit

1 hour CPE credit

Level of Knowledge



CPA Crossings




This course will help you develop an effective plan for revenue generation with client accounting services. The course will help you define and market to your chosen niches with effective and cost-efficient tactics.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.


The major topics covered in this class include:

  • An efficient process to identify, attract and consultatively sell CAS to new prospects
  • Remain and leverage being "top of mind" with prospects and existing by communicating the real value of your services using a variety of channels
  • How to efficiently create and deliver an effective, ongoing, marketing, and sales plan with specific tools and tactics to sell your firm's CAS offering and differentiate you in the market


After attending this presentation, you will be able to...

  • Identify profitable business niches
  • Recall key attributes of the audiences that you want to reach
  • Identify effective packages and services for CAS services
  • Recognize how to deliver a marketable service offering
  • Identify strategies for lead generation
  • Recall a process for selling to leads
  • Select the right technology to help close sales and nurture referrals

Designed For

Accounting professionals developing and offering client accounting services.

Registration for this course has passed.

Course Pricing

WYOCPA Member Fee

Non-Member Fee

Your Price

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