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Free cpe webinars
Build Your Online Marketing Plan for 2021

BUILD YOUR ONLINE MARKETING PLAN FOR 2021

This course is designed for firm principals and/or those who run the marketing efforts for business development and new client acquisition for their business.
Cost Free
CPE Credits 1.5 hours
Subject Area 1.5 - Communications & Marketing
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Are you ready to take 2021 by storm? Do you have a clear plan of attack related to your online marketing & lead generation strategy? Have you put together an updated plan based on all the changes in the online marketing space?

In this live session, we'll be unpacking "Your 2021 Online Marketing Plan" and what you need to do to MAXIMIZE your lead flow from online sources in your independent tax or accounting firm going into the new year.

Learning Objectives:


  • Identify your primary target market for your firm and how to specifically reach them online

  • Identify online marketing trends: The online marketing space is constantly changing

  • Determine how to outline the most important trends and what you need to do to stay ahead of the curve

  • Determine how to increase inbound phone calls and lead flow: We will uncover the proven methods to maximize your call count from clients looking online for your services

  • Recognize how to dominate your local market: Since the search engines deem tax and accounting services to be “local services,” ignore the tactics that work in other industries or in national searches to focus instead on the ones that help you dominate your local online market

  • Determine what marketing tasks to outsource and which ones only you, as the owner, should be handling

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With a youth ministry background, Nate Hagerty entered the tax industry in 2003 and became the Marketing Director of a regional tax firm in Virginia.

This firm grew from a small $50,000/year firm to one which took in over $4.3 million in tax prep fees alone in less than ten years, employing over 440 people with 23 locations throughout Virginia, West Virginia, and Tennessee. From 2003 until 2006, Mr. Hagerty directed the marketing and sales of this company, as it yearly surpassed the sales of well-known national franchises in its 15 market areas. During this period, he worked as a coach and consultant to the tax and accounting industry, helping thousands of other tax business owners in the US, Canada, Australia, and the UK make more money and grow their companies.

Having founded and sold his first business by the age of 30, Mr. Hagerty (a Mensa member) is a 3-time "40 Under 40" honoree by CPA Practice Advisor. He has been published widely in industry publications and is the author & editor of two Amazon Best-Selling books (Breaking the Tax Code, Vols. 1 & 2).

He now devotes his full-time energy to assisting other business owners in achieving their long-held dreams for their businesses by building profitable “herds” of clients through a down-to-earth, relationship-oriented approach. TaxProMarketer combines his relationship-building expertise (from his experience as a youth minister), his passion for effective and clear communication (informed by his English degree from the University of Virginia), and a gift for writing copy that sells. He is married and has six children, four of whom he and his wife adopted from Ethiopia and Uganda.

Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
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Presentation Slides
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CPAacademy.org (Sponsor Id#: 111889) 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.

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About Our Presenter

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15+ year veterans of the tax and accounting industry — with a focus on digital marketing — the TaxProMarketer team has established a reputation for straight-talk and results on behalf of members and subscription-level clients.  Collectively, the TaxProMarketer team have become widely-followed voices and the foremost marketing agency to the tax and accounting industry.

TaxProMarketer was established in May of 2007 in response to increased demand for real-world, relationship-building (and profit-producing) marketing tools for use in the tax and accounting industry. Currently, TaxProMarketer staff serve clients all across the United States and Canada who use their services to build relationships with their prospects & existing clients, as well as to grow the value of their business (for immediate cashflow and future sale-ability) by utilizing these tools. Their tools include: a relational email marketing program, social media feed program, local listings management and optimization, and creating full “online marketing machines” for clients (which include SEO-optimized, conversion-centric custom websites).

TaxProMarketer is an Infusionsoft Certified Partner, a Digital Marketer Certified Agency, and a Yelp Ads Certified Partner.