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.


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 course is invaluable for accountants seeking to amplify their lead generation efforts through proven methods like networking, direct outreach, referrals, writing, speaking, and the web. 


Des O’Neill covers the following topics during this course:

  • 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

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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.