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Free cpe webinars
Marketing Your Reimagined Firm: How to Sell Clients on Your New Value


Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Unprecedented revenue opportunities have come to the accounting marketplace—but many firms struggle to understand how to market themselves to compete for and leverage these opportunities. In this session, Dr. Lee Frederiksen will walk you through how to position and present your new value and overcome some of the marketing challenges that arise at different stages of the sales and marketing funnel. Using the case study of Klein, Rowe & Co., he’ll share common marketing mistakes accounting firms should avoid and share the top techniques adopted by high-growth firms.

Learning Objectives:

  • List ways that marketing to professional services buyers has changed based on new expectations and research (There are new revenue opportunities out there)

  • Recall the heightened need for marketing: strategy, processes, resources, and technology

  • Identify how to develop a strategic and tactical framework to confidently position and sell your new value

  • Identify which techniques and technologies are most effective for different marketing challenges

As part of our Automating Success webinar series, this webinar will also highlight and help identify key issues and fixes in our fictional case study. Read more on Klein, Rowe & Co today.

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Lee Frederiksen is a rare combination of businessman and research scientist. An award-winning marketer, Visible Expert®, and business strategist, he draws on his Ph.D. in behavioral psychology and his own deep experience as CEO and entrepreneur to help firms achieve high growth and high profitability.The author of six acclaimed books on marketing and business and the Managing Partner of Hinge, a marketing firm for the professional services industry, Lee can be found serving up wisdom in his humorous, straightforward style at speaking engagements around the country.

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.
Handout Materials
Presentation Slides

NASBA Approved (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: 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Sponsor

2019bill is a leading provider of cloud-based software that simplifies, digitizes, and automates complex, back-office financial operations for small and midsize businesses. Customers use the platform to manage end-to-end financial workflows and to process payments, which totaled over $70 billion for fiscal 2019. The AI-enabled, financial software platform creates connections between businesses and their suppliers and clients. It helps manage cash inflows and outflows. The company partners with several of the largest U.S. financial institutions, more than 70 of the top 100 U.S. accounting firms, and popular accounting software providers. has offices in Palo Alto, California and Houston, Texas. For more information, visit or follow @billcom.