CPA Websites Marketing Tips

Seminars not only make money for your firm, but are also a great way to advertise your services. The seminar process is a whole lot easier using online tools.

Here are 6 ways to improve the next seminar for your firm.

Easily Change the Order in Which Seminars Appear

Seminar Page. Adding a seminar page to your CPA website provides you with a built-in registration system (see tutorial). Once you have several seminars in place, reordering the seminars is easy via the editing screen (see figure to the right).

Free Slide Presenter. Use a free slide presenter to add clarity to your ideas. The tool is online and easy to use.

Advertise and Communicate. Once you have a seminar page set up, you need to advertise to get people to attend. Use the Email Marketing System to advertise to your existing contact list. Once people have signed up, use the EMS to further communicate to the list of attendees reminding of start dates and requirements to attend.

Events Blog. You can advertise your seminar for free on the CPA Site Solutions events blog. If you have a seminar ready to go, send an email to support@cpasitesolutions.com with the date, time, and – if it’s not online – the location.

Consider Giving Quizzes. Online quizzes help to reinforce what you are teaching. The quizzes don’t have to be hard and often provide interaction from your audience as they engage with a prompted Q and A session.

Post-Seminar Interaction. Consider doing a survey of your attendees once the seminar is over. This is a great way to get feedback and incorporate suggestions for the next one. Survey Monkey is a great free resource for up to ten questions.

Doing seminars is easier using some of the online tools available to any website hosted by CPA Site Solutions. If you have suggestions about the seminar or any other tools, send an email or comment below.

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CPAs and other tax professionals can get CPE credit and 10% off an April Jennings Seminar. The topic is Lunch with Bob-Extensions on April 27th and is worth 1 hour of CPE credit!

Limited seating! The seating is limited so you will want to sign up early for this event. Be sure to test your system to make sure that you meet all of the system requirements.

Jennings April Seminar at 10% off!

1 CPE credit hour! This is a great way to get 1 hour of CPE credit. If you attend this event and answer 75% of the polling questions at the conclusion then you will get 1 credit hour for this event. There are no prerequisites for this seminar.

To get your 10% discount: Be sure to use the code aprilcpasite during the checkout process to get the 10% discount. Regular price $49. CPAsitesolutions.com customer price: $44.10

Event Description. “Time to get those extensions done! We will discuss improving efficiency.” This event is worth 1 hour of CPE credit.

Jennings Seminars was founded by Bob Jennings CPA, CFP, CITP, a national and World renowned speaker. Jennings has published articles in such magazines as The Journal of Accountancy and The Practical Accountant along with authoring several accounting and technology seminar manuals.

If you can’t make this event look for another posting in April for a similar offer for a May seminar. Click here to take advantage of 10% off seminar in April.

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.

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.

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.

In a previous posting there was an offer for 10% off a February Jennings Seminar. As promised CPA Site Solutions is offering 10% off a Jennings Seminar for March. This time the topic is Lunch with Bob, The BIG 1040 Push, is scheduled for March 16th and is worth 1 hour of CPE credit!

10% off Jennings Seminar in March through CPA Site Solutions

Limited seating! The seating is limited so you will want to sign up early for this event. Be sure to test your system to make sure that you meet all of the system requirements.

1 CPE credit hour! This is a great way to get 1 hour of CPE credit. If you attend this event and answer 75% of the polling questions at the conclusion then you will get 1 credit hour for this event. There are no prerequisites for this seminar.

To get your 10% discount: Be sure to use the code marcpasite during the checkout process to get the 10% discount. Regular price $49. CPAsitesolutions.com customer price: $44.10

Event Description. “The big 1040 push – dealing with the big balance due returns and problem clients.”

Jennings Seminars was founded by Bob Jennings CPA, CFP, CITP, a national and World renowned speaker. Jennings has published articles in such magazines as The Journal of Accountancy and The Practical Accountant along with authoring several accounting and technology seminar manuals.

If you can’t make this event look for another posting in March for a similar offer for a April seminar. Click here to take advantage of 10% off Jennings seminar in March.

In a previous posting there was an offer for 10% off a January Jennings Seminar. As promised CPA Site Solutions is offering 10% off a Jennings Seminar for February. This time the topic is Lunch with Bob Engagement Letters, is scheduled for February 16th and is worth 1 hour of CPE credit!

Limited seating! The seating is limited so you will want to sign up early for this event. Be sure to test your system to make sure that you meet all of the system requirements.

10% off Jennings Seminar in February

1 CPE credit hour! This is a great way to get 1 hour of CPE credit. If you attend this event and answer 75% of the polling questions at the conclusion then you will get 1 credit hour for this event. There are no prerequisites for this seminar.

To get your 10% discount: Be sure to use the code febcpasite during the checkout process to get the 10% discount. Regular price $49. CPAsitesolutions.com customer price: $44.10

Event Description. “Engagement letters and financial statements-what to do and what not to do.”

Jennings Seminars was founded by Bob Jennings CPA, CFP, CITP, a national and World renowned speaker. Jennings has published articles in such magazines as The Journal of Accountancy and The Practical Accountant along with authoring several accounting and technology seminar manuals.

If you can’t make this event look for another posting in February for a similar offer for a March seminar. Click here to take advantage of 10% the seminar in February.

In a previous posting there was an offer for 10% off a December Jennings Seminar. As promised CPA Site Solutions is offering 10% off a Jennings Seminar for January. This time the topic is 1040 Tax In Depth, is scheduled for January 18th and is worth 16 hours of CPE credit!

10% off Jennings Seminar in January

Limited seating! The seating is limited so you will want to sign up early for this event. Be sure to test your system to make sure that you meet all of the system requirements.

16 CPE credit hours! This is a great way to get 16 hours of CPE credit all at once. If you attend this event and answer 75% of the polling questions at the conclusion then you will get 16 credit hours for this event. There are no prerequisites for this seminar.

To get your 10% discount: Be sure to use the code jancpasite during the checkout process to get the 10% discount.

Event Description. “We start by reviewing all of the regulatory and judicial changes for Federal income tax returns that have occurred during the last year, including all new law changes up to the week before the seminar. During the seminar, we will expand on problem areas with multiple examples and point out the traps involved in the changes. We will also provide planning ideas revolving around the changes for current and future tax years, as well as for practice management concerns. Finally, we will review major 1040 tax return compliance preparation issues on a form-by-form basis. In order to provide the best hands-on information, this course, like all of our courses, is taught only by full-time tax professionals who have personally prepared at least 250 tax returns in the most recent tax season. All participants receive a 700+ page reference manual which is hyper-linked to the internet-based tax research library for a complete tax reference source.”

Jennings Seminars was founded by Bob Jennings CPA, CFP, CITP, a national and World renowned speaker. Jennings has published articles in such magazines as The Journal of Accountancy and The Practical Accountant along with authoring several accounting and technology seminar manuals.

If you can’t make this event look for another posting in January for a similar offer for a February seminar. Click here to take advantage of 10% the seminar in January.

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.

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.

10% off Jennings Seminar in December

In a previous posting there was an offer for 10% off a November Jennings Seminar. As promised CPA Site Solutions is offering 10% off a Jennings Seminar for December. This time the topic is COD Income, Repossessions, Short Sales and Home Foreclosures and is scheduled for December 16th.

Limited seating! The seating is limited so you will want to sign up early for this event. Be sure to test your system to make sure that you meet all of the system requirements.

Two credit hours! If you attend this event and answer 75% of the polling questions at the conclusion then you will get two credit hours for this event. You should have at least 2-4 years tax preparation experience if you plan on attending.

To get your 10% discount: Be sure to use the code deccpasite during the checkout process to get the 10% discount.

Event Description. “The objectives of this 2 hour class are to provide the participant with knowledge to prepare tax returns for clients who have had their homes foreclosed, short-sold, debt forgiven or similar type of transaction.”

Jennings Seminars was founded by Bob Jennings CPA, CFP, CITP, a national and World renowned speaker. Jennings has published articles in such magazines as The Journal of Accountancy and The Practical Accountant along with authoring several accounting and technology seminar manuals.

If you can’t make this event look for another posting in December for a similar offer for a January seminar. Click here to take advantage of 10% the seminar in December.

An interesting feature to any accounting website hosted by CPA Site Solutions is the ability to have Seminars. Quizzes are often a helpful way to make sure participants understand the information given. Here is a quick breakdown of a free quiz maker that you can use for the next Seminar your accounting firm runs.

Using a quiz not only helps reinforce what participants have learned, but also gives you an indication on what areas they might have missed. You can then adjust your Seminar to strengthen this weak area or take some extra time to review the information.

ProProfs Quiz School is a free service with multiple uses. It is all online, so the participants can do the quiz anywhere and at anytime.

Many question types to choose. You can have multiple choice, multiple response, true/false, short answer, and more. This easily allows you to gear the question and answer to a particular topic.

Instant feedback. Your participants get instant feedback on how they did with every question. You can then go over the questions that a majority missed and reinforce difficult parts of a topic.

Options for online quiz.

You also get complete stats on quiz results. You can use this to see trends even down to individual questions.

Restrict access. By giving your participants the password, you ensure that they are the only ones that are using the online quiz. You can also choose to show or hide results and quiz stats, comments and more.

A nice feature is to have the answers show after the participant answers the question. Although the participant may get an answer wrong, they also get the correct information while you still get the data of which ones were difficult.

Use directly on your website. You can embed any quiz directly on your accounting firm’s website. You can add images and any other media or change the style to blend with your current design.

You can use online quizzes so you and your Seminar participants have another way to interact regarding any topic. The interaction provides instant feedback that can be helpful for both you and your participants. Best of all it is free!