A CPA with 500K+ followers shares his playbook for turning social media attention into trusted, high-value clients, without cold pitching.
Most accountants grow through referrals, but referrals are limited and you can’t control when they come. In this session, a CPA who left PwC and built his practice through social media to more than 500,000 followers shows how marketing really works for accounting firms. His core point is that marketing is about building trust.
You’ll learn how to:
The session includes live sales role-plays and group exercises, so you can see the ideas in action and apply them to your own practice right away.
1 activity • 1 videos • duration: 1h
The CPA Small Practitioners’ Forum was created to offer an inviting, semi-causal, and easygoing professional development weekend that provides substantial professional development value to small practitioners. All profit earned by the CPA Small Practitioners’ Forum is donated to the Alberta CPA Education Foundation, so you are helping young people in Canada get scholarships for university. All these courses are reviewed by the delegates at the Forum in Banff annually so we have a great lineup that is adjusted every year to keep things relevant to small practitioners. If you work at a public accounting firm in Canada with employees of 1-50 people, you are our target demographic and you should find this course useful.
Professional development requirements vary by profession, country, and regulatory body. Before enrolling, review the course details and confirm that the content, learning format, and any listed credits meet your specific requirements. You are responsible for confirming eligibility with your regulator or professional association and keeping the records required for reporting.
