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Free cpe webinars
Marketing Your Firm to Success
Communications & Marketing

MARKETING YOUR FIRM TO SUCCESS

Cost Free
Presentation Length 1.0 hour

Recorded DateOctober 11, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaCommunications & Marketing
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
CPA - large firm
Other
Series: Marketing, Sales, and Business Development
Course Description

Have you ever felt out of your element when it comes to marketing your firm? Are you unsure where to focus your marketing efforts? Marketing doesn’t have to be overwhelming. In this session, Kelly Schuknecht, Director of Marketing at Summit CPA Group, will teach you how to develop a simple marketing plan with practical, actionable steps any accountant can take to market their firm to success.

Learning Objectives:


  • Define the basics of accounting firm marketing and how to attract, nurture, and serve your leads

  • Determine how to hone your firm branding

  • Recognize how to create a simple marketing plan for your firm

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Kelly Schuknecht

Summit CPA Group
Director of Marketing
[email protected]
(260) 497-9761

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Kelly Schuknecht is the Director of Marketing at Summit CPA Group. She is a marketing strategist skilled at bringing together experienced professionals to create powerful marketing teams. She developed and implemented a content marketing strategy at Summit CPA Group that contributed to the company’s massive growth  (from $4M to $9M) over a 3-year period. Kelly writes, speaks, and coaches accounting firm owners on how to market their firm to success.

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Tom Wadelton

Summit CPA Group
Virtual CFO
[email protected]
(260) 497-9761

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Tom Wadelton is a Virtual CFO at Summit CPA Group. As a Virtual CFO, Tom participates and collaborates with leadership on all financial aspects of the business. He primarily identifies and regularly reviews his clients’ key drivers to understand the company better and offer insights on improvements. Tom currently sits on the board of the Indiana CPA Society as the Chair-Elect.

About Our Presenter

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Summit CPA was founded in February of 2002 in Fort Wayne, Indiana with the focus of taking a non-traditional approach to accounting. They did not want clients to be hesitant when called because they were afraid of the end result – A BILL.

Because of the way technology is utilized, their entire 401K Audits are performed without ever stepping foot in a client's location, which was nearly impossible five years ago. Why do most CPA firms have to spend countless hours interrupting the day-to-day activity of their clients? The answer is simple, they don’t, they're just stuck in the past. With the use of Web Portals, E-mails, and GotoMeetings, audits can be performed anywhere.

By taking a non-traditional approach to accounting, Summit CPA has undergone extreme growth since their humble beginnings. When traditional accounting firms have seen level or declining growth over the past 5 years, they have seen annual growths in excess of 15 percent in each of those years.

Do clients like the non-traditional approach? Summet CPA thinks they do.