Marketing and CPE… A Good Partner for Success?

This past year the headlines have read, “Survey says… Accountant’s need to be better self-promoters!” (Accounting Today, Oct 2000). Another says, “Grow or Die? Staying Independent ( Electronic Accountant – Accounting Technology by Robert Scott ).“ In this rapidly changing market, the escalating needs of clients as well as those of the firm have accountants scrambling to offer more and more services, and with that, to be better marketers.

So how do you learn to market services, new or old, when the demands of day-to-day operations are already a drain on the accountant’s resources? Some professionals are looking to continuing education. And the CPE providers that are offering non-traditional courses are the ones that are winning.

Positive Systems Incorporated (PSI), a pioneer in continuing education, is one such company that recently partnered with nationally known speaker, trainer, and practice development expert Allan Boress to offer “How To Master the Art of Marketing Professional Services”. Mr. Boress’ course is custom-designed to teach professional service providers how to avoid many of the "traps" of ineffective marketing which can be extremely costly, time consuming and disheartening.

Lynda Denlinger, Vice President of PSI commented, “We’re looking to cater to the needs of our customers. We see those needs changing from day-to-day. Offering both traditional and non-traditional courses is the hallmark of Positive Systems and the gateway into a successful practice for financial professionals.”

Upcoming CPE Webinars

Apr 22
Is everyone at your organization meeting your client service expectations? Let client service expert, Kristen Rampe, CPA help you establish a reputation of top-tier service in every facet of your firm during this one hour webinar.
Apr 24
In this session Excel expert David Ringstrom, CPA introduces you to a powerful but underutilized macro feature in Excel.
Apr 25
This material focuses on the principles of accounting for non-profit organizations' revenues. It will include discussions of revenue recognition for cash and non-cash contributions as well as other revenues commonly received by non-profit organizations.
Apr 30
During the second session of a four-part series on Individual Leadership, the focus will be on time management- a critical success factor for effective leadership. Each person has 24 hours of time to spend each day; the key is making wise investments and knowing what investments yield the greatest return.