MYCPE ONE

Multi-State Compliance Made Simple for a Growing Regional Firm

Mid-Sized Firm | Multi-State | 18 CPAs | Mid-Atlantic

Greenfield & Associates is a regional CPA firm headquartered in Bethesda, Maryland, with 18 licensed CPAs serving clients across Maryland, DC, Virginia, and Pennsylvania. Each state carries distinct CPE requirements for ethics, technical hours, and renewal cycles. Managing compliance across four jurisdictions manually had become unmanageable as the firm grew rapidly from 10 to 18 professionals in two years. MYCPE ONE eliminated the complexity entirely.

Before vs. After: The Transformation

Before
Manual spreadsheet tracking per state; partner manually cross-referenced four state board requirement sets Compliance Tracking
Separate ethics courses sourced per state; inconsistent quality and scheduling Ethics Hours
Calendar reminders set manually; two CPAs missed partial credits in 2022 Renewal Deadlines
Credits earned in one state not easily verified for reciprocal licenses Credit Portability
HR coordinator spent 18 hours per month on CPE tracking and verification Admin Overhead
$900-$1,100 per CPA from fragmented multi-provider subscriptions Training Budget
Inconsistent provider quality across states; some ethics content outdated Course Quality
New CPAs required 3 weeks to understand multi-state CPE obligations Onboarding New Hires
After
Automated multi-state compliance dashboard tracking each CPA against their specific state requirements Compliance Tracking
Unified ethics library with state-mapped courses auto-applied to each CPA license profile Ethics Hours
Proactive automated alerts 90, 60, and 30 days before each individual renewal deadline Renewal Deadlines
Centralized credit repository with exportable reports for each state board format Credit Portability
CPE admin reduced to under 2 hours per month; fully automated reporting Admin Overhead
$199 per CPA with single unified catalog covering all four states Training Budget
NASBA-approved content updated quarterly; ethics courses reviewed by state board liaison Course Quality
Automated onboarding profile sets up state requirements and suggests initial course plan in minutes Onboarding New Hires

Impact in Numbers

Before
78% Multi-State Compliance Rate
18 Hours Admin Hours per Month
$1,000 CPE Spend per Professional
83% On-Time Renewal Rate
4 per year Ethics Compliance Gaps
52% Staff Satisfaction with CPE
After
100% Multi-State Compliance Rate
22%
2 Hours Admin Hours per Month
89%
$199 CPE Spend per Professional
80%
100% On-Time Renewal Rate
17%
0 Ethics Compliance Gaps
100%
91% Staff Satisfaction with CPE
39%

Key Outcomes

100% Multi-State Compliance

All 18 CPAs across four state jurisdictions now maintain full compliance with zero tracking gaps or missed deadlines.

HR Time Recovered

The firm's HR coordinator recovered over 190 hours per year previously spent on manual multi-state CPE tracking.

80% Cost Reduction

Consolidated from four separate provider subscriptions to one MYCPE ONE firm plan, saving over $14,000 annually.

Frictionless Multi-State Onboarding

New CPAs with licenses in multiple states are onboarded to their full compliance profile within minutes.

Zero Renewal Lapses

Since adopting MYCPE ONE, the firm has recorded zero partial-credit renewals or missed state board deadlines.

Before vs. After Snapshot (At a Glance)

Before
Manual spreadsheets for four state requirements
2 CPAs with missed partial credits in 2022
18 admin hours per month on CPE tracking
$1,000 average spend per CPA
Inconsistent ethics course quality
3-week CPE onboarding for new hires
After
Unified multi-state compliance dashboard
Zero compliance gaps since adoption
Under 2 hours per month, fully automated
$199 all-access subscription
NASBA-approved, state-mapped ethics library
Automated compliance profile setup in minutes

Conclusion

Greenfield & Associates turned a multi-state compliance burden into a competitive advantage. With MYCPE ONE, every CPA is always current across every jurisdiction they practice in, with zero manual effort. The firm saved over $14,000 annually and eliminated the compliance anxiety that had shadowed every renewal season.