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How to Market Your Firm - November 29, 2022 (OnDemand Recording)

Start Date:11/29/2022

Start Time:1:00 PM CST

Duration:60 minutes

Abstract:

Sometimes firms with great potential fail. They fail because they are unable to communicate to their ideal clients that they are the best fit. And a "best-fit" is not just that a client is ready, willing, and able to engage with a firm but goes beyond. They are a client that is best served by a firm's expertise, specialty, or volume. Ultimately, the benefit to the firm and the client are substantial when you unlock the demographics and needs that make that client a "best fit" for your firm.

This session will help identify the services offered by Intuit and the clients that most benefit from the expertise that you provide. In doing so, our goal is to help you attract those ideal clients to your firm, powering prosperity for all involved!


This session is not currently eligible for CPE/CE credit. 

LEARNING OBJECTIVES:
By completing this webinar, you will be able to:
  • Identify the Intuit solutions available to you and the benefits they provide your clients
  • Spot common trends among current and potential clients that help identify the best-fit service(s) for them
  • Utilize marketing resources to improve reach and benefit to your firm
    
WHO SHOULD ATTEND?
Firms looking to grow or better curate their client list

 
Course Level: Basic 
Course Length:  60 Minutes
Prerequisites:  NONE 
Delivery Method: Group-Live Internet
Field of Study: NA
Recommended CPE: 0
Recommended CE: 0

If you're already registered for the How to Market Your Firm - November 29, 2022 (OnDemand Recording) webcast, click below:

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Speakers

Ross Olson

Sr. Solution Specialist

Intuit

Ross Olson is a solution specialist for Intuit®. With a background in Intuit’s professional tax solutions – Intuit ProConnect™ Tax, Lacerte® Tax and ProSeries ® Tax, he strives to provide firms the means to discover workflows and implement strategies so that they can meet their unique definitions of prosperity.

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Sponsors

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First Name
Last Name
Email Address
Company Name
Company Phone
Job Title
What Services does your firm provide? (multi-select)
Tax Preparation
Tax Planning
Accounting
Bookkeeping
Payroll
QuickBooks Consulting
What tax software do you currently use?
PTIN#
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