Help  |  Pay an Invoice  |  My Account  |  CPE Log  |  Log in

23SS-0078: Surgent's Business Development for Accounting and Other Professionals (Self-Study)

Valid for one year from purchase date
Self-study - On-Demand
1 CPE (1 non-technical)

If the organization paying for the purchase is exempt from sales tax, call us at 952-831-2707 to complete your purchase.

Add to cart

Alternate dates & more options

To grow and succeed, accounting and finance professionals must have a workable business development plan – and execute it effectively. Business development plans serve as a road map for bringing new clients into an organization and keeping the clients you already have.

This course provides a broad overview for successfully growing a business. Whether you are relatively new to your profession or a seasoned pro, this course will teach or remind you of the key strategies you need to utilize to expand your business. This course also addresses marketing fundamentals such as the establishment of referral sources, networking, publishing, and social media best practices.

Major subjects

  • Marketing plans and how they provide direction and strategy for business growth
  • Fundamentals of an effective website
  • The growing importance of social media
  • Strategies for obtaining and cultivating referral sources
  • The benefits and challenges of networking organizations
  • Creating a niche in saturated industries
  • Using online publishing to meet your growth objectives

Learning objective(s)

  • Understand the components of a successful marketing plan
  • Recognize website and social media marketing fundamentals
  • Be familiar with ways to expand a client base through networking and referral sources
  • Understand how online publications allow professionals to become thought leaders in their industry
  • Understand how professionals differentiate their practice in a crowded field of competitors

Who should take this program?

Anyone in the accounting or financial services profession who seeks to understand how professionals and organizations successfully design and implement business development programs

Fees

Our records indicate you are a nonmember. If you register, you will be charged $49.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $49.00
checkmark Standard Nonmember Fee $49.00

More program information

Area
of study
Personal development
Field(s)
of study
Communications and Marketing - Non-Technical (1.0)
Level Basic
Format Self-study - On-Demand
Sponsor Surgent
NASBA ID#: 103212
Prerequisites Prereq. General familiarity with accounting and business principles
Advance
prep
None

If the organization paying for the purchase is exempt from sales tax, call us at 952-831-2707 to complete your purchase.

Add to cart

Not a member? Join the MNCPA to start saving on CPE and accessing members-only benefits.

Search CPE catalog