Many accounting firms conduct seminars, but I am not personally aware of any that offer Webinars and archive them on their sites. I believe that CPA firms should explore this avenue.

We at SourceMedia have been doing Webinars for some time. I have moderated two of them -- one-on-one marketing, and another on outsourcing. They are archived on, at our Online Expo Center .

I am sure reluctance on some firms' part is a belief that it will be expensive, take a lot of time, and be beyond the firm's technological capabilities. They are all valid concerns.

But there might be a way of quickly putting on a Webinar without having to deal with any of those concerns: Find an interested partner with experience in putting on Webinars.

A good example may be found at

There you will see six archived Webinars at a bank site as part of a "Success Strategies for Small Business" series. The titles are:

  1. Building a Great Business by Hiring and Retaining Great People
  2. Reduce Your Coverage Costs: Health Care & Workers' Comp
  3. Unlocking the Secrets of QuickBooks
  4. Avoiding the Ten Problems That Can Derail Your Business
  5. Buy Your Building, and Become a Landlord. When Does Buying Make Sense?
  6. Your Family Business: Succession Planning for Financial Success

They were conducted live, then archived. They may be viewed by anyone who visits that site or is provided a hyperlink to that site. One of the two experts for the Quickbooks Webinar was a local CPA. There was probably little or no cost for him other than preparation time and the hour that the Webinar took. And the benefits are obvious: good will with an important referral partner; the possibilities of attracting new clients, and most important -- developing a familiarity and a reputation with a technology that may provide a great advantage down the road to the CPA.If there are any firms that have conducted Webinars, please e-mail me at I look forward to the possibility of sharing their experience with Practical Accountant readers.

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