Course Details

In today's competitive landscape, accountants and their firms face the dual challenge of maintaining financial expertise while also excelling in client acquisition and retention. The "Marketing 101 for Accountants" webinar series is meticulously crafted to transform traditional accountants into savvy marketers, equipped with the knowledge and tools necessary for exponential growth. This essential series unfolds in three comprehensive modules, each designed to tackle the crucial elements of marketing within the professional services sector.


The evolving market dynamics, driven by digital transformation and changing client expectations, necessitate a strategic approach to marketing and lead generation. Accountants must adapt to these changes to not only survive but thrive. In adapting and thriving accountants not only need to innovate but they have to do it while still being true to themselves and their personality.

 By attending this 3 Part Series, participants will gain insights into foundational marketing strategies, learn the most effective lead generation techniques tailored for professionals, and master the art of converting digital engagements into meaningful client relationships. This series promises to enhance your ability to attract, engage, and retain clients, thereby significantly increasing the value you bring to your firm, business, or clients.


The 6 Pillars of Lead Generation for Professionals:

Uncover the quickest and most effective strategies for lead generation with a deep dive into the 6 Pillars of professional services firm marketing. This session is invaluable for accountants seeking to amplify their lead generation efforts through proven methods like networking, direct outreach, referrals, writing, speaking, and the web. Attendees will walk away with actionable strategies that they can implement even if they are not natural marketeers or sales people to immediately boost their lead generation and ultimately, their firm's growth and profitability.


Des O’Neill will cover the following topics during this webinar:

  • Networking – Building a Network that attracts a steady stream of ideal clients
  • Direct Outreach – Targeted Conscious Outreach that gets results
  • Referrals – Adding Fuel to the Fire – Asking for and Getting Referrals
  • Writing – Becoming a Category Authority
  • Speaking – Developing a Platform for your Expertise
  • Web Strategies for 2024


By participating in this series, accountants will be better positioned to navigate the complexities of modern marketing, leading to increased visibility, more qualified leads, and higher conversion rates. Equip yourself with the skills to not just meet, but exceed client expectations in a digital-first world. This series is not just about incrementally growing your firm. It’s about intentionally growing your firm. It's about transforming your approach to business in a way that adds unparalleled value to your clients and sets you apart from the competition.


This series is targeted at firm owners. If you are an accountant, bookkeeper or tax advisor who wants to grow your business and work with clients who respect you and value you then this is a must attend session. If you are a senior team member in a firm involved in generating new business this session is for you. If you are a marketer or are involved in new leads or business development this session is for you. Everyone who works in a firm needs to have a focus on growing the business and attracting new ideal clients. This is for everyone who is part or wants to be part of that process.


Course Level: Need to Know

CPD Course Speaker

Founder, OmniPro and CPD Store

Des O'Neill

Having worked for a number of years in practice, and with one of the profession’s regulatory and support institutes, Des co-founded OmniPro to develop tools, techniques, products and services that make accountancy more profitable and rewarding.

Des is passionate about bringing innovation to the accountancy profession and enabling accountants to achieve what they want from their careers and business. His core belief is that when empowered to achieve their best, accountants can deliver transformative results for clients.

He holds qualifications from the ACCA Association of Chartered Certified Accountants, CPA Institute of Certified Public Accountants and ACIS Association of Chartered Secretaries and Administrators.