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.


 By attending this 3 Part Series, participants will gain insights into foundational marketing strategies, learn the most effective lead generation techniques tailored for professionals, and master the art of converting digital engagements into meaningful client relationships. This series promises to enhance your ability to attract, engage, and retain clients, thereby significantly increasing the value you bring to your firm, business, or clients.


Marketing Fundamentals – Building Your Foundations:

Dive into the essential building blocks of marketing tailored for accounting professionals. Explore the 10.10.10 growth model which can double your turnover in less than 3 years by focussing on just 3 key metrics, understand the significance of the Red Velvet Rope policy, identify your ideal client avatar, and discover the power of niching. This course is crucial for those looking to establish a solid foundation from which to grow their firm. You'll learn to focus your efforts on high-quality leads and refine your marketing approach to attract the clients you most desire.


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

  • Creating your Red Velvet Rope Policy – Who is getting in and who us getting out
  • Your Ideal Client Avatar – Defining the perfect client we want to attract
  • Documenting your Service Menu Matrix
  • Niching – The Benefits and Picking your Niche
  • Marketing Fundamentals building your Foundations

CPD Club

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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.