Overview   

Don't wait for clients to find you, rather look for opportunities to find new clients. As businesses recover from the pandemic, now is the time to seek out, seize opportunities and capitalise on this recovery.  

Accounting and bookkeeping firms, like any other business, need to strive for growth and stay competitive. Generating new clients by using marketing and business development tools will assist you to achieve this goal. 

In this webinar, Jean Marie Caragher uses her expert knowledge and practical experience to take you through four factors necessary for generating new clients. Join Jean Marie on 07 September2022 from 1:00 p.m. to 2:00 p.m. for some insights and a framework that you can use to develop a marketing and business development plan.   

Learning objectives  

By attending this webinar you will gain the following competencies: 

• Reflect on and describe your ideal client. 

• Apply the framework to create a marketing and business development plan. 

• Examine various types of marketing and business development tools to implement. 

• Discover how to sell additional services to current clients. 

• Construct a marketing and business development process to guide you in your firm’s growth. 

Content 

The webinar will cover the following topics:  

• Defining Your Ideal Client 

• Creating and Executing a Business Development Plan 

• Marketing and Business Development Tools 

• Cross-Selling Services 

Obtaining your CPD certificate 

This training is compliant with the International Education Standard (IES7) issued by the International Federation of Accountants and recognised for CPD by relevant professional bodies including ACCA, CIMA, IAC, IIA, SAIBA, SAICA and SAIPA. 

 All attendees are issued with a CPD certificate available in an online profile.   

About the presenter 

Jean Marie Caragher, B.A. degree in Communication Studies, S.U.N.Y. at Oswego, M.B.A. degree in Marketing, Hofstra University. 

Jean Caragher gets things done. For CPA firms seeking to improve their marketing, Jean is the go-to resource for strategy and implementation. With over 30 years of experience working solely with CPAs, Jean knows the challenges and opportunities firms face today. Her experience and knowledge, combined with her practical approach, help growth-focused CPA firms attract the best clients and talent. Jean is a Certified HubSpot Partner, and a Certified Instructor of Advanced Pricing Methods®. 

A well-respected industry specialist, Jean is an inaugural AAM Hall of Fame inductee, a multiple AAM-MAA award winner, and a CPA Practice Advisor Thought Leader. Prior to launching Capstone Marketing in 1998, Jean served as a CPA firm marketing director and association executive director. She has twice been named one of Accounting Today’s 100 Most Influential People in Accounting. 

Who should attend? 

The following persons will benefit from attending this webinar: 

• Professional accountants including: CA(SA), Professional Accountant(SA), AGA(SA), FCCA, BAP(SA), BA(SA) and ACCA. 

• Company secretaries. 

• Registered auditors. 

• Accounting officers. 

• Bookkeepers. 

• Trainee accountants. 

Price              

This webinar is free 

Steps to register for the event:  

If you already have a profile, login and register for the webinar. 

If you don’t have a profile, create a free profile then login and register for the webinar. 

Click here to create a free profile (There is no charge to create a profile and gain access to our free Monthly Practice Management Series). 

Click here to find out about the Technical Resource Centre & CPD Subscription options. 

Additional material 

By attending this webinar you will be provided with: 

• A summarised slide presentation. 

• Reference documents and/or course material where available. 

• You can ask questions during the webinar and you will also have access to the presenter after the webinar.