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Certificate Course: Elevating Your Firm’s Client Experience

  • This comprehensive certificate course is designed to equip accounting growth and CX professionals with the knowledge and skills necessary to implement and manage effective client experience (CX) strategies within their firms.
Client ExperienceCXCX Course

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Certificate Course: SEO Deep Dive for Accounting Firm Growth

  • A comprehensive training on search engine optimization (SEO) tailored specifically for marketers in the accounting profession to advance their knowledge and apply these insights practically to achieve tangible results for their accounting firms.
Digital MediaSEOSEO CourseMarketing StrategyEnhance Brand VisibilityIncrease ROISearch Quality RatingUser Experience (UX)Resource OptimizationEnhanced Content StrategySEO Consulatant AgencyGenerative AI in Search (SGE)

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Certificate Course: Digital Marketing

  • An eight-module self-paced beginner skill-building certificate program designed for those with digital marketing responsibility within accounting firms.
Email MarketingCXDigital MarketingKPIsDigital Content StrategyContent StrategyDigital MediaMarketing PlanContent ExecutionWebLead GenerationSocial MediaPaid Social MediaSEOSEO StrategyPaid AdvertisingAdsAnalyticsKey Data PointsDM Course

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Certificate Course: Business Developer Fundamentals

  • An advanced skill-building certificate program designed for those with business development responsibility within accounting firms
Business DevelopmentCertificateSelf-PacedCoaching TeamsManaging a PipelineSales ProcessesTeam BuildingClient DevelopmentSetting GoalsSetting Priority TargetsSkill BuildingBDBD Course

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2026 Learning Lab: Strategic Client & Prospect Development: The Key to Growth

  • In this session we’ll review how account development fits into the full process of growth, and will provide recommendations and tools to help you to begin to embed disciplined, strategic account development within your firm.

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2026 Learning Lab: Building a Branded Fleet - Custom Bots for Marketing Teams

  • This hands-on session shows marketing pros how to build branded, reliable, AI-powered helpers that function as digital coworkers

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2025 Learning Lab: Designing a Website that Looks Good and Generates Quality Leads

  • Learn how Kernutt Stokes took their generic, clunky, and inconsistent website and transformed it into a more modern, visually appealing site that drives qualified people to the site and gets them to contact the firm via contact forms, email, or phone.
Learning Lab

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2025 Learning Lab: From Lead to Client: Mastering Lead Qualification & Lifecycle Management

  • This training program provides a step-by-step approach to qualifying Sales Qualified Leads (SQLs)—those who proactively reach out via phone or submit a “Contact Us” form.
Learning Lab

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