How to Turn Routine CPE into a New Marketing Opportunity

CPE: It's not just for staff.

By Jassen Bowman
Tax Resolution Systems

As public accounting firms continue to make strides in the modernization of their business development processes, there is one unique opportunity that they might be overlooking: In-firm CPE offerings.

MORE by JASSEN BOWMAN: How to End the Tax Revenue Roller Coaster with a Four-Season Practice Model  |   Tax Filing Season Is Almost Over. What’s Next?  |  More

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About half the accounting firms I speak with each week tell me that they produce a significant amount of their continuing education training in-house. These programs are most often created and delivered by the firm’s own subject matter experts, and are delivered to staff not just to fulfill CPE requirements, but to directly improve the skills of these accountants.

What most firms miss, however, is that these presentations are also an opportunity for the firm to showcase their capabilities to both prospects and existing clients.

In short, think of your in-firm CPE programs as a content marketing opportunity.

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Jassen Bowman

Jassen Bowman EA

About the Author

Jassen Bowman, EA, CTR™, NTPI® Fellow spent eight years exclusively representing tax debtors as an Enrolled Agent.

He has presented over 400 live seminars and webinars to CPAs, EAs, and attorneys on the subjects of IRS Collections representation, practice management, and growing a tax firm. 

Bowman is the author of several tax books for both consumers and practitioners and is the founder of Tax Marketing HQ and the Tax Resolution Academy

In his free time, Jassen is an ice dancer and figure skating test judge.

 

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