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CPA Websites Marketing Tips

Your CPA Seminar, Event, or Webinar Advertised for Free

Brian O'Connell No Comments


You can enhance and advertise your CPA seminars with your CPA firm’s website. Here is another way to leverage an audience for what you have to offer. CPA Site Solutions now has an events blog that you can post your CPA seminar on for free.

New CPA Site Solutions Events Blog

CPA Events. Events is a regular updated blog with CPA seminars, events, and webinars that are related to CPAs and other accounting professionals. You can check the events blog on a regular basis or subscribe to the RSS feed and get automatic updates. You can also submit your own CPA seminar or event.

How to Submit. The events blog is soon to have a form to submit your CPA seminar or event. For now just email support@cpasitesolutions.com with your CPA seminar or event details.

What You Can Find. You can find any number of CPA seminars, events, or webinars throughout the country or online all in one location. You can use the search or just look under a category.

iPhone Ready. The events blog and the regular CPA Site Solutions blog can now be viewed on an iPhone or iPod Touch. This makes it that much easier to read about any new tips and tricks for leveraging your CPA website.

Where is your favorite place to go to find CPA seminars, events, or webinars? Send a comment and share with other readers.

Advertising and Running Your Next CPA Seminar Effectively

Wyatt Christman No Comments


When you have an accounting website hosted by CPA Site Solutions, you have access to an easy to use Email Marketing System. As a previous post explains, there are ways to use the power behind the newsletters. Here are specific tips on using the Email Marketing System to help market your next CPA Seminar.

Create a Campaign. As detailed in the help section for the Email Marketing System, the first thing to do is create a campaign. Your new campaigns should be specific for each seminar you are running.

EMSystem

Email Marketing System

Attach Messages. You can then attach messages to the campaign. These messages can go to your regular subscribers letting them know about the new seminar and how to sign up.

Seminar Communication. As you start running the seminar, you can include messages specific to those who signed up. The first might welcome and thank them for signing up for the seminar.

You can then send reminder messages as you get closer to the seminar date. You might include details on what to expect and some of the logistics of how the seminar works if this is their first time attending. You can then send them a follow-up message when the seminar is over, thanking them for attending and elicit feedback via Survey Monkey.

Not everyone might be able to attend in your area. For those that can’t you can run seminars remotely if you need to using a free online presentation tool. You can help those attending follow along by using a free slide presenter to share the information.

You can use free online quizzes to help firm up what they should take away. You can either run the quiz during or after the seminar. Running the quiz during, if it is short, has the added benefit of stimulating conversation and making people feel more comfortable about asking questions.

Seminars are one of the key ways your firm can advertise your services and help bring in additional revenue for your firm.

Do you run seminars on a regular basis? Have some of your own ideas on how to run seminars smoothly? Send a comment and share with other readers your own experiences.

Save Time or Host an Online CPA Seminar with Free Screen Sharing

Wyatt Christman No Comments


Any CPA with a website hosted by CPA Site Solutions can exchange documents securely using the vault. There are times when a one on one visit to your client is needed so that questions can be answered in the moment.

CPA’s are busy so it can be hard to find the time to drive across town when both you and your client are free for a one on one meeting. There is another way through a free screen sharing service that makes it possible to see what your client sees without ever leaving your accounting office. Here is a breakdown of how the service works and some ways to take advantage of it.

LogMe

LogMeIn

All online. The service is found at LogMeIn Express, requires no sign up, and only has a small application to download. Although you do need to download the small application each time you use it, the download is very quick.

Once you download the application it shows as a small bar with a code. You have the people you want to see your screen go to the LogMeIn website and enter the code. There is no application the people seeing your screen have to download and they start viewing your screen right away.

Multiple users. You can have multiple users, up to 100, that you can share your screen with at one time. This gives you the flexibility to use this with an online seminar if you wanted.

Live chat. You can use the live chat feature available within the bar that displays for both you and the people viewing your screen. Alternatively, if you are just working with one person, you can just call.

Quickbooks. After exchanging a Quickbooks file via the vault, you could work on it with the client watching. This allows you to answer questions in the  moment and can be as effective as being in the same room.

Screen sharing can be an effective way to make presentations or work with a client over a hard to explain concept. Having a visual element within any explanation can help save time and be easier for others to understand.

Use Free Slide Presenter to Set-up Your Next CPA Seminar

Wyatt Christman No Comments


There is a previous post on how to use seminars to help you make money and pull potential clients to your CPA website. Here is a way to make any seminar even easier to run, a free online slide presenter.

Morowitz Seminar

Morowitz and Company Seminar Page

Now you can set up slides with all of your content that can be easily emailed to your participants either before or after the seminar. Here is a breakdown of how 280 Slides works.

Runs from any browser. No need to download anything as you can run the slide creator from any browser. This means you can do your work from anywhere you have access to the Internet.

Sign up. Although you could use the service without even signing up, it is free and allows you to leave a project and come back to it later. To sign up just click on Launch, then on Login in the upper right, and then register. All you need is an email address and password.

Download the content. If you don’t want to sign up you can create a presentation and then download it. You can download it as a PowerPoint 2007, PowerPoint 97-2004, Open Document, or PDF.

Embed the code or Email it. Once you do sign up then you can finish your project and then embed the code (see sample below). You can have the site email you a copy or send one to anyone you want.

Potential uses. You could create an introduction to a new seminar you are doing on your CPA web site. The introduction can serve as a form of advertising to peak interest in the seminar and get people to sign up.

You can then embed the code onto any page of your website or within your blog. Don’t worry if your not sure how to do this you can just email support@cpasitesolutions.com with the code and where you want it.