Marketing for new tax and accounting clients takes up precious time when done right: there’s strategy development, content generation and delivery, pipeline management, communications, marketing software to learn, and hundreds more tasks that you don’t have time for.

The good news is now, with ChatGPT, it’s easier than ever to get marketing tasks done in a snap. The part of the job you hate can be done swiftly and effectively so you can get more clients without spending a lot of unbillable time stressing over your next blog article. Just let ChatGPT do everything for you.

We’ll show you exactly how to use ChatGPT to automate dozens of your marketing activities. Your marketing efforts will be improved, because frankly speaking, ChatGPT will be better at marketing than many tax and accounting professionals.

From the smallest marketing task to a full marketing strategy, you’ll learn how to use ChatGPT to:

• Develop an effective marketing plan tailored to your tax and accounting firm
• Craft expert prompts for generating authentic marketing content in your unique voice, ranging from social media buzz to comprehensive websites, client newsletters, and more.
• Create visually striking marketing imagery.
• Generate effective proposals, prospect kits, and prospect emails; all the stuff you’ve never had time for
• Check for grammar and spelling errors on copy you’ve written
• Update ChatGPT settings to define your ideal client so that all content is targeted for better marketing results
• Automate marketing workflow (requires additional software)
• And much more

Over 90% of the techniques presented in this course can be implemented using the free version of ChatGPT, offering you substantial value without the need for additional software investments.

Get best-practice marketing insights and cutting-edge automation capabilities of ChatGPT, all rolled into one course.

Presenter: Sandi Leyva

Sandi Leyva, CPA, CMA, MBA, and founder of Accountant’s Accelerator, has helped thousands of accounting professionals earn more, work less, and serve their clients better through her innovative training, and coaching services.

Author of 30 books and hundreds of CPE courses on technology, practice management, and marketing, Sandi has won 12 awards for her thought leadership, including Top 25 Most Powerful Women in Accounting by CPA Practice Advisor, a Stevie Award for “Maverick of the Year,” and 2017 Top 50 Women in Accounting by Practice Ignition.

Sandi’s business experience includes management time at two Fortune 500 companies, including spending a decade in IT departments, and serial entrepreneurship including running her CPA firm. She has served on several AICPA committees and volunteered on four continents.

Sandi’s degrees are in accounting, information technology, and neuroscience. One of the few women in the world who has copiloted a single-engine airplane around the world, Sandi has also backpacked alone around the world and visited over 100 countries.

Host: Rick Telberg

• Founder and CEO CPA Trendlines, Bay Street Group
• Accounting Today Top 100
• CPA Practice Advisor Top 25

Host: Sandi Leyva

• Founder Accountant’s Accelerator, Leyva Learning LLC
• CPA Practice Advisor Top 25
• Most Powerful Women in Accounting