ARG
“The gateway to the accounting community: the trusted advisors to the trusted advisors”
MISSION
To build relationships between members and the accounting community in order to assist accountants in meeting the needs of their clients and to facilitate relationships with fellow group members with the objective of generating business.
Download our full Information Packet
Special Events
Two Accountant CPE Educational Programs will be held annually. Up to three CPE credits will be provided to accountants who attend programs. These meetings will provide some members with the opportunities to present directly to accountants. All members will be permitted to have a booth or table at these events in order to market to attendees.
Opportunities…
• To do business with vetted professionals
• To meet multiple like-minded professionals who are committed to supporting one another and the needs of accountants and their clients
• To regularly meet to build relationships and trust with prospects, accountants and referral sources
Monthly Meeting Agenda
The Accountants Resource Group meets on the third Tuesday of every month
8:00 a.m. General Networking
8:25 a.m. Introductions: The people I need to meet or specify, and thank-yous – 30 seconds from each member and guest.
8:45 a.m. to 9:25 a.m. Speakers, Programs and Education
9:25 a.m. Wrap-up and Recap of group activities by Bruce Libman
9:30 a.m. Member on-site meetings and setting up of individual meetings
Benefits for Accountants and Accounting Firms
• Educational programs for accounting (CPE credit provided for some programs)
• Access to vetted professionals who understand the specific needs of accountants and who value the trusted advisor relationship accountants have with their clients.
• Annual educational curriculum for business development.
Benefits for Group Members
• Ongoing marketing and business development education programs that have the goal of creating long-term relationships and never-ending referrals
• Annual curriculum of business development
• Training to help create long-term relationships and never-ending referrals
• Constructive programs with speakers who are leading experts and authorities
• Programs that teach business development, networking and marketing
Your Facilitator – Bruce Libman
All members will have access to a professional business facilitator who will personally meet with members, arrange meetings and provide strategies for success. No other business group offers direct facilitation for members on an ongoing basis.
Business Development
• Professional facilitator working with and for members
• Quarterly business development meetings
• Assessment of business development, marketing and networking activities
• Personalized meetings with facilitation and follow-up
• Meetings to review and provide strategies for business and referral growth
• Ongoing monitoring and accountability of business development efforts
Strategic Partners
Accountants Resource Group will provide members with access to organizations, consultants and affiliates. These individuals and organizations will be vetted and reviewed for competence and the ability to provide services, educational support and constructive programs that will assist members of the group to grow their businesses and support accounting firm activities and the needs of their clients.
Communications
A core element of the Accountants Resource Group is its focus on methods and strategies to effectively understand and communicate with accountants. Through this process strategies for building relationships with accountants are formulated. ARG will provide access to an online community of hundreds of professionals who are part of the total networking resources.
Media Relations, Social Media and Marketing
• Access to professionals who can advise and support all marketing efforts
• Media relations support for members
• Social media advice, strategies and support
Online and Other Resources
• Website: accountantsresoucegroup.com
• LinkedIn group
• Ongoing communications with tips and strategies
• Educational modules
• Opportunity to be part of growing online Total Networking and Consulting business community
Seminar Development Program
The Accountants Resource Group offers members a unique opportunity to bring their skills, talents and services directly to potential clients or referral sources. ARG will assist members in developing a program to bring seminars or client appreciation events to small audiences for business development purposes. ARG will provide:
• Program concept and development
• Printed and online material development
• Invitation development
• PowerPoint or audiovisual presentation creation (template or custom)
• System and procedures for filling rooms
• Follow-up processes
• On-site tools and consulting and support
CPE will be available for accounting and law firms. Speakers can be provided on any number of topics; they may be ARG members.
