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Free cpe webinars
Expand Your Reach Using the Right Marketing & Sales Strategies for Your Firm


Cost Free
Presentation Length 1.0 hour

Recorded DateApril 26, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Marketing and sales are two areas of a business that can range from extremely simple to complex. It seems that most of the current information, best practices, and support tools are crafted to meet the needs of specific industries. In contrast, others— accountants and bookkeeping firms as an example—are left to fend for themselves and learn at their own expense.

In this webinar, join Nick Sinclair, founder and CMO of TOA Global; Ty Hendrickson, founder of The Sales Seed; and Matt Wilkinson, founder and CEO of Bizink, as they outline strategies your firm can use to best market your business, structure your team, and go after new sales opportunities.

Learning Objectives:

  • Identify the dos and don'ts around marketing, the best way to create and execute a marketing plan for your firm, and the key metrics that help determine success

  • Determine what sales mean for your firm, how best to design and implement a sales process, and how to define and track metrics that help determine success

  • Identify how to align and design your team to best meet your sales and marketing needs and understand where everyone in your organization fits to support these areas

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Nick Sinclair is one of the foremost experts in outsourcing, offshoring, and building global teams for accounting firms. As the Founder and CMO of The Outsourced Accountant, Nick drives an executive team to deliver outstanding and dedicated offshoring solutions based in the Philippines.
With over 1600 accountants and professional support staff that are part of a repeat double-digit growth business, Nick thrives on helping firms succeed and unlock their potential.
Learn more about Nick Sinclair and The Outsourced Accountant.


Ty is a CPA with almost 20 years of experience in both public accounting and sales. Ty worked as an accountant at firms ranging from small to large before moving into the accounting technology sector, successfully building sales training programs for Wolters Kluwer and Bloomberg BNA. Working in different areas of the accounting industry, Ty recognized that sales and business development skills are a necessary part of the job of a CPA and the most underserved in terms of skill development and training. Ty’s passion is to provide the tools essential for accountants to be successful and enjoy business development. Ty has a Bachelor’s degree in Accountancy from Transylvania University in Lexington, KY.


Matt Wilkinson

Founder and CEO
(415) 230-0259


Matt is the founder and CEO of Bizink, a company that helps accounting firms in the USA and worldwide with marketing. He has two decades of experience in online marketing and running technology businesses. Since 2010, he has worked exclusively with accounting professionals and helped hundreds of firms with their websites and marketing.

About Our Presenter

Toa global logo

The Outsourced Accountant is the leader in providing dedicated accounting and professional support staff for firms in the USA, Australia, New Zealand and across the globe.  

With our mission to revolutionize global accounting firms, we help firms grow their global teams and supercharge capacity. We help them become more efficient, more structured and deliver more value to clients than ever before.

We have grown to over 1600 highly qualified accountants and support staff in the Philippines. We have all roles and tasks covered from basic to advanced accounting to support staff. We come with a very experienced executive and consultant team and over 100 support staff to help drive and support your global team.

You focus on workflow, we do the rest so you grow.