The Art of Marketing for CPAs
Total Credits: 4 including 2 Business Management & Organization - Non-technical, 2 Communications and Marketing - Non-technical
- Average Rating:
- 5
- Categories:
- ACPEN Industry Institute | Personal Development
- Faculty:
- Jonathan Robinson, MA, MFT
- Course Levels:
- Update
- Duration:
- 4 Hours
- License:
- Expires 30 day(s) after program date.
Description
To make more money in less time, all accountants need to learn to market themselves effectively to their clients or their firm. For better or worse, promotions and more money go to those who are the best marketers, rather than the most competent accountants. In this fascinating and fun workshop, participants will learn seven key ways to get more clients and/or promotions through the art of marketing.
Basic Course Information
Learning Objectives- How to improve your standing with your boss or clients
- Overcome your fear or reticence to do self promotion
- Make more money by knowing how to get promoted and/or attract more clients in a shorter period of time
- Give your firm or clients greater value so they will rave about what you have to offer
Major Subjects
- Why marketing and self promotion are so important today
- What keeps people from learning this skill, and how to overcome those obstacles
- How to get people (your boss, co-workers or clients) to like working with you
- How to sell someone on your services in a single minute
- How to attract more clients or the attention of your boss in a way that "wows" them
- How to get referrals from your clients or glowing reviews from your boss
- The 3 communication skills every business person needs to master, and why
- The 3 principles that really lead to more success in the business world, and how you can use those principles for you company and career
Course Materials
Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (0.47 MB) | Available after Purchase |
The Art of Marketing for CPAs Handout (332.2 KB) | Available after Purchase |
Faculty

Jonathan Robinson, MA, MFT Related Seminars and Products
Jonathan Robinson is a psychotherapist, best-selling author of ten books, and a professional speaker from Northern California. For the past 30 years he has spoken to dozens of Fortune 500 companies including Google, Microsoft, Dell Computer, Coca-Cola, and Fed-Ex. Mr. Robinson has made numerous appearances on the Oprah show and CNN, as well as other national TV talk shows. He has reached over 100 million people around the world, and is known for providing his audiences with immediately useful information presented in a fun and entertaining manner.
Jonathan speaks regularly to Fortune 500 companies such as Google, Microsoft, Dell, Bank of America, Coca-Cola, and FedEx/Kinko’s. In his public talks and workshops, Jonathan is known for providing his audiences with powerful and immediately useful information in a fun and entertaining manner.
Dates
Tue, May 13, 2025 - 11:00am to 02:40pm EDT
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Wed, May 28, 2025 - 01:00pm to 04:40pm EDT
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Mon, Jun 09, 2025 - 09:00am to 12:40pm EDT
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Tue, Jun 17, 2025 - 11:00am to 02:40pm EDT
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Sat, Jun 21, 2025 - 11:00am to 02:40pm EDT
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Fri, Jun 27, 2025 - 01:00pm to 04:40pm EDT
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Wed, Jul 02, 2025 - 02:00pm to 05:40pm EDT
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Wed, Jul 30, 2025 - 03:00pm to 06:40pm EDT
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Tue, Aug 12, 2025 - 06:00pm to 09:40pm EDT
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Wed, Aug 27, 2025 - 10:00am to 01:40pm EDT
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Tue, Sep 02, 2025 - 11:00am to 02:40pm EDT
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Mon, Sep 15, 2025 - 12:00pm to 03:40pm EDT
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Sat, Oct 11, 2025 - 01:00pm to 04:40pm EDT
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Fri, Oct 31, 2025 - 02:00pm to 05:40pm EDT
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Wed, Nov 12, 2025 - 03:00pm to 06:40pm EST
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Tue, Nov 25, 2025 - 04:00pm to 07:40pm EST
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Tue, Dec 02, 2025 - 10:00am to 01:40pm EST
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Mon, Dec 15, 2025 - 11:00am to 02:40pm EST
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Mon, Jan 12, 2026 - 12:00pm to 03:40pm EST
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Wed, Jan 28, 2026 - 01:00pm to 04:40pm EST
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Thu, Feb 12, 2026 - 06:00pm to 09:40pm EST
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Wed, Feb 25, 2026 - 03:00pm to 06:40pm EST
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Fri, Mar 06, 2026 - 04:00pm to 07:40pm EST
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Sat, Mar 21, 2026 - 10:00am to 01:40pm EDT
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Wed, Apr 01, 2026 - 11:00am to 02:40pm EDT
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Mon, Apr 20, 2026 - 12:00pm to 03:40pm EDT
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Mon, May 04, 2026 - 01:00pm to 04:40pm EDT
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Tue, May 19, 2026 - 02:00pm to 05:40pm EDT
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Tue, Jun 09, 2026 - 03:00pm to 06:40pm EDT
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Thu, Jun 25, 2026 - 04:00pm to 07:40pm EDT
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Additional Info
Basic Course Information
Course Developer Jonathan RobinsonPrerequisites None
Advanced Preparation None
Original Recording Date
01/19/2024
Yellow Book
No
Designed For
All
Date Added to Catalog 10/23/23
Additional Information
Complaint Resolution Policy Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).Official Registry Statement
Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Instructional Delivery Method Group Internet Based
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
Course Registration Requirements Online Registration
Promo Video
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