The Entrepreneurial CPA – Marketing for Outsourced CFOs

This is a customized, highly-interactive series designed to help financial professionals, especially Outsourced CFOs, grow their practices. It covers marketing strategy and planning, branding (including taglines and elevator speeches) and low-cost, low-pain business development approaches. This course is comprised as a series of 4-hour courses.

Learning Objectives
  • Create a marketing plan for their practices
  • Articulate their practices’ brand in a way that differentiates it from the competition
  • In this highly-customized course, each participant will bring to the first class a project that he or she will complete by the end of the series. After completing this program, participants should be able to:
  • Use marketing tools to evaluate and choose media to promote their practices
  • Harness low-stress techniques to improve their presentation performance
  • Complete the marketing project that each participant brings to class

Major Topics
  • Understanding clients’ needs
  • Building trust – right from the start
  • Answering clients’ key question; “Why you?”
  • Listening, questioning, problem-solving, dealing with client objections
  • Creating powerful presentations, websites, and marketing materials
  • Mastering the marketing challenge each participant brings to class

Who Should Attend

Outsourced CFOs, practice leaders, firm marketing professionals

Fields of Study
Communications and Marketing


Admission to the course by application to the instructor only

Business Learning Institute

CPE Credits


This course is available for your group as:


Let's Roll!

To learn more or customize this course for your group, complete this form and a BLI team member will get back with you shortly.

Or, contact BLI: 888-481-3500 or
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