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Free cpe webinars
Finding Remote Clients: 3.0 Social Media & Content


Cost Free
Presentation Length 1.0 hour

Recorded DateApril 15, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

The 'Finding Remote Clients’ presentation series was created in response to many questions I received here on CPA Academy - asking for the ‘what, where, and how’ when it comes to finding remote clients.  As I’m sure many of you are experiencing, there’s a difference between being an accountant at a firm and being the owner of the said accounting firm.  As a business owner, you simply need to wear more hats. This 3rd webinar in the series will focus on the social media marketing and content creation aspects of running a successful remote business, and why having a basic strategy is so important when it comes to finding remote clients.  

*This webinar series does not need to be watched in chronological order*

Learning Objectives:

  • Identify what to create, how to create it, and where to use it 

  • Determine how to utilize multi-media marketing

  • Recognize strategies for saving time and repurposing your content

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Meet Katey. She’s a paddle boarder, music lover, Zumba instructor, and travel enthusiast who’s been to 45 countries. She graduated from Baylor University in Waco, Texas, and began a career in the fashion industry. But after coming down with Dengue fever during a 2016 trip to Vietnam, she decided to focus her efforts on the accounting profession. And so Millennial Accounting was born. Katey loves training, encouraging, creating processes, and introducing her clientele to new apps and technology. Millennial Accounting primarily serves two niches (real estate/property management and e-commerce) and is on a mission to serve, inspire, educate, and problem-solve. Katey currently resides in Miami, Florida. We are so grateful to have this traveling, dancing, fashion-loving accounting professional in our CPA Academy family!

About Our Sponsor

As the largest Technology-as-a-Service (TaaS) provider for the professional services sector, AbacusNext helps legal and accounting professionals achieve ultimate success and peace of mind through the delivery of a complete suite of compliance-ready technology solutions designed to support a secure and cloud-enabled practice at a cost they can afford. Our portfolio of turnkey solutions include hardware, software and infrastructure on a pay as you go model; Practice Management, Client Resource Management (CRM), Payment Processing, Email, Desktop as a Service (DaaS) and Managed IT. To sign up or learn more visit