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Certification Course in Business Development for Accounting Firms (CBDA)

4.5

Be the expert in Business Development from any level to the best of availability of resources from the domain expert

Build your own business development machine to get consistent business results
Successfully negotiate business deals
Effective way to pitch your service to potential customers
Closing deals effectively and grow a long term business relationship

Subscribe to Enroll View Sample Certificate

Key Highlights

18+ hours of specialized training on ensuring business success

Continuing Education approved courses for Multiple Qualifications

On-Demand Courses

Individual Certificates for each Module

Courses authored by Subject Matter Experts

Shareable Certificate on LinkedIn

What You’ll learn

A sound business development plan is an absolute must for a firm focused to grow and succeed. It serves as a roadmap for bringing new clients and managing that you serve. This certificate helps with key strategies as to how as an accounting professional or firm you can expand your business.

Get Deeper Understanding of:

Crucial steps in the sales process
Key aspects of Advisory practice
The need of CRM for your accounting business
Perfecting the pitch meeting
Leveraging LinkedIn for prospecting

Recommended For:

CPAs, CMA, ACCA, and Any other Accounting Professionals who desire to improve effectiveness of their business development.
Professionals interested in understanding aspects of building a great accounting business and support their business with strong business growth.
Accounting practice owners who desire to achieve the overall business understanding and path to business success.

Why become a Certified Business Development Expert with myCPE ?

Resources included

Handout PDFs for every Module
Glossary/Key Terms for every modul
Q&A directly with instructors.

Career Opportunities

Business Development Manager
Business Success Manager
Strategic Business Development Manager
Business Development Lead
Business Development Specialist
Business Planning Analyst

Value Addition to your skills

Communication and interpersonal skills
Analytical skills
Problem solving and negotiation skills
Networking and collaboration skills
Organizational skills
Business writing skills

Module

Module Name

Duration

Introduction to Business Development

1 Hour

To define the 5 stages in the sales process.
To design your perfect elevator pitch.
To list the 7 most common objections

Instructor

Ty Hendrickson

Ty Hendrickson

Consultant , Inovautus Consulting

Lead Nurture Strategies

1 Hour

To compose a Front of Mind strategy.
To list the 6 establish credibility with your prospects.
To establish communication best practices.

Instructor

Ty Hendrickson

Ty Hendrickson

Consultant , Inovautus Consulting

Leveraging LinkedIn for Prospecting

1 Hour

To define 4 characteristics of your ideal client to search on LinkedIn.
To apply 3 advanced search filters for greater results
To establish credibility using groups

Instructor

Ty Hendrickson

Ty Hendrickson

Consultant , Inovautus Consulting

Building a Prospect List

2 Hours

To define basic terms of sales and business development.
To differentiate between upselling and new business.
To identify 5 relevant places to find appropriate prospects.

Instructor

Ty Hendrickson

Ty Hendrickson

Consultant , Inovautus Consulting

Landing a Prospect Meeting

1.5 Hours

To list the 6 areas of service differentiation
To list 5 ways to land meetings with your prospects.
To define warm and cold prospects and specific outreach strategies.

Instructor

Ty Hendrickson

Ty Hendrickson

Consultant , Inovautus Consulting

Building & Managing a Pipeline

1 Hour

To establish the number of prospects for your prospect list
To construct your CRM to manage your sales pipeline
To define how to use metrics from your CRM

Instructor

Ty Hendrickson

Ty Hendrickson

Consultant , Inovautus Consulting

Perfecting the pitch meeting

1 Hour

To list the 4 steps that make a great presentation.
To list 3 types of questions to use in each pitch meeting.
To identify the 3 parts to a successful presentation.

Instructor

Ty Hendrickson

Ty Hendrickson

Consultant , Inovautus Consulting

Perfect Your Elevator Pitch

1 Hour

To define what makes you different and recognize why this is important.
To formulate your perfect elevator pitch.
To construct an engaging and memorable elevator pitch.

Instructor

Ty Hendrickson

Ty Hendrickson

Consultant , Inovautus Consulting

Negotiating Your Terms

1 Hour

To identify the 3 areas of negotiation.
To identify the 7 most common objections
To define your WAP

Instructor

Ty Hendrickson

Ty Hendrickson

Consultant , Inovautus Consulting

Navigating the Closing Process

1 Hour

To define the 4 things to know about the decision-making process.
To list the 7 personas that you could deal with in a new business opportunity.
To discuss the best personas to help in your sales process and worst personas to identify opportunities

Instructor

Ty Hendrickson

Ty Hendrickson

Consultant , Inovautus Consulting

Why accounting firms need a CRM

1 Hour

To define a CRM system.
To list 3 reasons why an accounting firm should use a CRM.
To define 5 considerations when choosing a CRM

Instructor

Ty Hendrickson

Ty Hendrickson

Consultant , Inovautus Consulting

Marketing Strategies for Small Firm Success

1.5 Hours

To define value in small firms and individuals.
To evaluate your services with the needs of your ideal client.
To list 3 ways you can promote good client service

Instructor

Ty Hendrickson

Ty Hendrickson

Consultant , Inovautus Consulting

Building Exceptional Culture Through Leadership

1 Hour

To define organizational culture.
To list the 8 attributes of culture in an organization.
To list 5 ways to gain buy-in for a culture change.

Instructor

Ty Hendrickson

Ty Hendrickson

Consultant , Inovautus Consulting

Powerful positive effects of mentors

1 Hour

To describe the benefits to mentees, and mentors in the organizations
To list the 5 types of mentor programs.
To list the 5 steps to include in a mentor program.

Instructor

Ty Hendrickson

Ty Hendrickson

Consultant , Inovautus Consulting

Delivering Exceptional Client Services

1 Hour

To list the 5 fundamentals of client service
To list the 6 ways to execute exceptional client service.
To relate the client service execution to fundamentals

Instructor

Ty Hendrickson

Ty Hendrickson

Consultant , Inovautus Consulting

Building Firm Loyalty

1 Hour

To define the role loyalty plays in a growth strategy
To list 4 ways to improve client service
To list 4 ways to improve firm culture

Instructor

Ty Hendrickson

Ty Hendrickson

Consultant , Inovautus Consulting

Key Steps to Building an Advisory Practice

1 Hour

To explore and define advisory services
To list the 3 key building blocks of an advisory practice
To list the 3 key considerations for shifting to advisory services

Instructor

Ty Hendrickson

Ty Hendrickson

Consultant , Inovautus Consulting

Handling Tough Client Objections

1 Hour

To re-define what an objection means in a sales process
To apply 3 steps to deal with a misunderstanding
To establish the LAER method to deal with objections

Instructor

Ty Hendrickson

Ty Hendrickson

Consultant , Inovautus Consulting

Instructors

Ty Hendrickson

Consultant, Inovautus Consulting

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 prior to moving into the accounting technology sector successfully building sales training programs for both 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, but also the most underserved in terms of skill development and training. Ty’s passion is to provide the tools necessary for accountants to not only be successful but also enjoy business development. Ty has a Bachelor’s degree in Accountancy from Transylvania University in Lexington, KY.

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Testimonials

Virginia D. Wilson, CPA(US)

Great value content! Really appreciated the in-depth learning from the course. It streamlines a very twisted process for CPAs who want to work for business development.

Robert T. Vacca, CMA

I am very happy with Ty’s approach to learning. The practical aspects are woven into the theoretical learning. It adds real value for the certificate course. I will definitely recommend this course.

Jennifer R. Cantrell, ACCA

Fine tuning business development is essential at regular intervals because of the changing business environment. The speaker has justified the course. It is really useful.

Disclaimer

Certificate awarded upon the successful completion of the myCPE Advanced Certification Program is proof that user has successfully undergone the training and passed the quiz. This certificate marks completion of the said courses and learning activities and completion of the review quiz to earn continuing educational credits for specific qualification mentioned. This advance certificate program is not approved by any educational institution, training institute or regulatory body.

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Frequently Asked Questions

This online CPE Certificate Course covers important aspects like the basics of business development, building prospect list, building and managing sales pipeline, negotiating terms, marketing strategies for the success of small firms, building firm loyalty, and important steps to improve the accounting business.

With about two-decade of rich experience from speaker Ty Hendrickson, this certificate course will enable you to master the business development skills. You will be able to apply these skills to achieve better credibility for yourself, your business, and with exceptional client services.

Certificate course is created by a qualified and experienced instructor(s). myCPE Certificate Courses includes Self-study Courses. Most of the courses are in the form of On-demand Videos. The Self-study Video courses in Certificate courses may be Live recorded presentations converted into Self Study (On-Demand Videos).

You can take your time and attend the course at your own pace. You can take exam unlimited time. So, don’t worry, if you are not able to pass an exam. You will be getting a chance to attend the exam again.

After completion of each course of this Certification Programs, you will be able to download a certificate with the course title and number of hours. Certificates, as well as your study records, are stored for life and you can access them anytime. Certificates are valid proof for your continuing education credits and you can also add it as an additional designation.

Once you register you will have complete access to all the courses of this Certification Programs. The self-study format allows you to access the material online 24x7 and study at your own pace.

As per NASBA guidelines, you have one year from date of purchase of your certificate to complete each program. After completion of each course, you can attend final exam any time and get CPE Credit instantly. You can retake the exam multiple times without any additional charges.

Course have minimum passing score of 70% in the final exam and you can take multiple attempts of the said exam.

Our video player tracks & stores the watch time and will show you in the progress bar. But you make sure that you don’t fast forward or manually try to move the progress bar. If you have fast forwarded the video or tried to manually move the progress bar of the video. System wouldn’t capture your watch time. So please, let the video go on its own. However, being on-demand video you can pause and play and whenever you want and you can watch it in pieces. It will pick up from where you left off. So, for a self study courses you will have to
1. Complete the entire video 100%.
2. Answer all the review questions correctly. The review questions are at the bottom of the same page where you are viewing the course video.
3. Once you have watched the whole video and answered all the review questions, the Final Quiz will open up. You need to score more than 70% in the Final Quiz to avail your CPE credit. Multiple attempts are allowed for submitting Review and Final Quiz questions.
4. Once you have completed the Review and Final quiz questions, you shall be able to download the credit certificate from the ‘My Certificates’ section. Kindly ensure you have allowed Multiple File download from your web browser to download all certificates.
5. You can download individual certificate from your "Account" as well as from this page once you complete a particular courses. Also, you can download "Consolidated Certificate" from the package page or from your account.

A Self-study course is a recorded video (If it’s a recording of a live course you may see polling questions appearing on the screen. You do not need to answer the polling questions and just let the video play). Do not fast forward. If you fast forward, we may not be able to capture your watch time and you may be required to watch it multiple times. In order to avail your credits for the self-study course, you need to answer the review questions correctly and complete the entire video. Once you have done that, the Final Quiz will open up in which you need to score a minimum 70% to qualify for the credit. You can attempt multiple times for answering the review questions and Final quiz questions. Once you have completed the Review and Final quiz questions, you shall be able to download the credit certificate from ‘My Certificates’ section.
If neither of the above cases works, please drop an email to support@my-cpe.com or contact our support team through live chat support.

The evaluation form will be sent to attendees in the next 24 hours after passing the final quiz with at least 70% marks. Kindly note that the evaluation form will only be available to attendees who remained logged in till the end of the course and answered all the polling questions.

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"For some, Continuous Education is a compliance that helps them to renew their licenses. For some, it’s a worthwhile learning experience that keeps them and their firm up-to-date by taking valuable insights from continuing education courses / courses. At myCPE, we believe in providing quality continuing education beyond CPE credits. myCPE, the first ever web & mobile CPE/CE platform has launched a path-breaking social initiative “1 Credit = 1 Meal” under which we donate one meal to an underprivileged for each credit earned by a professional on our Platform. Check out our “1 Credit = 1 Meal” Timeline."