Discover how to stand out on social media, connect with your ideal clients, spark meaningful conversations, and transform from a stranger to a trusted advisor they’re eager to work with.

In a world where digital marketing advice is everywhere, knowing what truly works can be overwhelming. If you’ve ever found yourself stuck between too many strategies and not enough results, this session is for you.

Join Katie Thomas, CPA, as she shares a simple, proven process for cutting through the noise, showing up confidently online, and attracting the right clients. You’ll learn how to identify and connect with your ideal audience, start authentic conversations, and turn those connections into loyal clients who trust your expertise.

Whether you're just starting your marketing journey or looking to elevate what you're already doing, this presentation will help you amplify your impact, influence, and income—without burning out.

What You’ll Learn

  • Why you and firm owners should be active on social media
  • How to turn content into clients and build predictable, recurring revenue
  • Tools and tactics to balance marketing while managing your firm
  • How to deliver a client experience that turns one-time clients into life-long fans
  • Brand-building strategies that set you apart in the accounting industry
  • The role of referrals, reputation, and long-term brand equity
  • Plus: Live Q&A with Katie — ask her anything!

Key topics covered in this course:

  • Why Social Media Matters: Understand why firm owners and accountants must be present and visible online in today’s marketplace.
  • Finding Your Ideal Clients: Learn how to identify and attract the right clients who value your expertise.
  • Content that Converts: Discover what kind of content actually builds trust and drives engagement.
  • Building Real Connections: Tips on starting authentic conversations that lead to long-term client relationships.
  • Simplifying Your Strategy: Cut through marketing overwhelm with a process that’s simple, effective, and scalable.
  • Balancing Act: How to market your firm without burning out — and still run a successful practice.
  • Tools & Tech: Explore essential tools to streamline your marketing and client experience.
  • Client Experience That Sells: Build a brand and workflow that transforms first-time clients into loyal fans.
  • Standing Out in a Crowded Market: Learn the secrets to differentiation and standing out from competitors.
  • Live Q&A with Katie Thomas: Get your biggest marketing and branding questions answered in real time.

1. How can I register for this webinar/course?

Enroll now on Pioneer Educator. Explore a variety of webinars presented by industry experts. Choose either ‘live webinar’ or ‘on-demand’, and simply click ‘buy now’ to register

2. Is it possible to register someone else for this course? If so, how can I do that?

You can recommend Pioneer Educator to your friends and colleagues. Expand your professional network by getting them enrolled at pioneereducator.com today!

3. What is web download and transcript or On demand session?

 The web download grants access to the webinar recording, enabling you to receive a link to download and save it on your computer for convenient viewing, multiple times.

 The transcript offers comprehensive written material from the webinar, ensuring you have detailed documentation of the content presented.

 On demand session is when we conduct the webinar as per your available dates after the live training. You will get access to the training for 24 hours.

4. Is there an opportunity to ask questions to the speaker during the session?

Each webinar wraps up with a Q&A session, giving you the opportunity to interact with industry experts and receive answers to all your queries.

5. We provide the following CE credits to the professionals on the approved courses.

  • IRS
  • HRCI
  • SHRM

6. When are the continuing education credits reported to the IRS, HRCI, SHRM and other regulatory bodies ?

Your educational credits will be reported to the appropriate licensing and regulatory bodies within 5-7 business days

7. What should I do if I can’t log my account?

The credentials to log into your account is your EMAIL ADDRESS & PASSWORD used during account creation.

  • If you’ve forgotten your password, please go to the login page and click on the ‘Forgot Password.’ Then enter your registered email id to receive the password reset email. Click on the link given in the email to enter your new password.
  • If the face any challenge, please reach out to us via email support@pioneereducator.com or contact our support team through live chat support.

8. How can I view /access the courses that I have registered for?

Upon registering for any of our webinars or products, you will receive webinar instructions 24 hours before the conference over the your registered mail id with us also check SPAM/JUNK folder. If you’ve not received the instructions, Please reach us at support@pioneereducator.com

9. How can I cancel my registration?

For registration cancellations, please reach out to us via email at support@pioneereducator.com. If you cancel your registration for a paid webinar, expect the refunded amount to be credited back to your payment method within 7 business days.

10. How can I download the learning materials/Handouts available for the webinars/Seminar?

Conference materials will be accessible 4 hours before the webinar begins. You can download them directly from the webinar page or by logging into your account

11. What are the system requirements to attend a live webinar?

Our seamlessly integrated with ZOOM and Gotowebinar for delivering continuing education webinars. The system requirements are :

  • An internet connection – broadband wired or wireless
  • Speakers and a microphone – built-in, USB plug-in, or wireless Bluetooth

12. I took a webinar, where is my certificate?

Your certificate will be sent to you via email within 3 working days after the webinar ends. Alternatively, you can log in to your account at www.pioneereducator.com to retrieve it. If you haven't received the email within this timeframe, please check your spam/junk folder. If you still can't find it, don't hesitate to contact us via email at support@pioneereducator.com or connect with us through the online chatroom.



Related Products

IRS Penalties and Abatements

PRESENTER(s): Charles Montecino
EVENT DATE - 2024-09-24

International Tax Update (2024)

PRESENTER(s): Patrick McCormick, JD, LLM
EVENT DATE - 2024-08-22

IRS Penalties and Abatements

PRESENTER(s): Charles Montecino
EVENT DATE - 2025-02-28