Access to cutting-edge industry knowledge and practices.
Comprehensive training designed to meet professional needs.
Fulfill compliance requirements while acquiring valuable skills.
Ongoing updates to course content for relevant industry trends.
Sample Certificate
What You’ll learn
Ready to attract more clients and grow your accounting practice? This Course in Marketing Strategy for Accounting Firms provides you with actionable strategies to optimize lead generation, enhance brand positioning, and implement cutting-edge digital marketing tactics. Led by industry expert Apoorv Dwivedi, this course equips you with tools and knowledge to immediately apply and improve your firm’s marketing efforts. Learn how to craft a compelling value proposition, measure marketing effectiveness, and leverage social media to boost engagement.
Get Deeper Understanding of:
Common marketing mistakes and how to avoid them.
Small business owners' priorities when selecting accountants.
Marketing questions to refocus your strategy.
Targeted, measurable marketing plan for success.
Recommended For:
CPAs who want to strengthen their firm’s brand, optimize lead generation, and master marketing tactics.
Accountants, bookkeepers, and business development professionals looking to enhance their marketing strategies and attract high-quality clients.
Professionals interested in learning how to leverage AI, SEO, and social media to drive business growth for accounting firms.
Why take the Certified Expertise in Workplace Strategies with MYCPE ONE?
Communications and Marketing for
Certified Public Accountants (CPA-US)
0.5 CPE
Approved
Specialized Knowledge for
CPA in Canada
0.5 CPD
Eligible
Communications and Marketing for
Delaware Licensed Public Accountant (DE-LPA)
0.5 CPE
Eligible
Association of Chartered Certified Accountants (ACCA)
0.5 CPD
Eligible
Chartered Accountant - ICAEW
0.5 CPD
Eligible
Communications and Marketing for
Iowa Licensed Public Accountant (IA-LPA)
0.5 CPE
Eligible
Communications and Marketing for
Maine Licensed Public Accountant (ME-LPA)
0.5 CPE
Eligible
Chartered Accountants - Ireland (CAI)
0.5 CPD
Eligible
Chartered Accountants - Scotland
0.5 CPD
Eligible
CPA - Ireland
0.5 CPD
Eligible
License details
Credits
Status
Communications and Marketing for
Certified Public Accountants (CPA-US)
0.5 CPE
Approved
Specialized Knowledge for
CPA in Canada
0.5 CPD
Eligible
Communications and Marketing for
Delaware Licensed Public Accountant (DE-LPA)
0.5 CPE
Eligible
Association of Chartered Certified Accountants (ACCA)
0.5 CPD
Eligible
Chartered Accountant - ICAEW
0.5 CPD
Eligible
Communications and Marketing for
Iowa Licensed Public Accountant (IA-LPA)
0.5 CPE
Eligible
Communications and Marketing for
Maine Licensed Public Accountant (ME-LPA)
0.5 CPE
Eligible
Chartered Accountants - Ireland (CAI)
0.5 CPD
Eligible
Chartered Accountants - Scotland
0.5 CPD
Eligible
CPA - Ireland
0.5 CPD
Eligible
On Demand (video)
Assess and refine your marketing strategy using key evaluation questions.
Align tactics with firm goals to drive client growth and retention.
Implement, measure, and adjust for long-term marketing success.
Disclaimer : Before attending any course, please verify that the credit details align with your qualification requirements. This certificate is designed to help you acquire new skills and knowledge, which may or may not fulfill specific compliance criteria. While we have made every effort to ensure our courses adhere to compliance standards, we recommend reviewing the details to confirm applicability for your needs.
Instructors
Apoorv Dwivedi
President & Strategic Marketing Advisor, FIXYR
Apoorv Dwivedi is the founder at Fixyr, a boutique consultancy he set up to help accounting, tax and business advisory practices across North America. Before founding Fixyr Apoorv worked for 25+ years at leading high growth CPA and financial firms in senior leadership, strategy, and marketing roles.
In his time at public practice and after setting up Fixyr, he has developed and executed successful plans for thousands of CPAs and designated professionals. He’s managed over$40MM in spend, had P&L responsibility, and was responsible for recruiting, leading, and coaching over 200 staff. He has led a number of innovation initiatives, product development and market research at accounting & advisory firms, fintech startups and mid-size financial institutions.
He regularly speaks on strategy, marketing, and innovation-related topics at industry conferences, and volunteers on boards of industry and non-profit organizations.
80% of Content Rated 4.5+ Stars High-quality content rated by professionals.
4X More Content at 1/3rd the Price Serious value compared to your regular provider!
Non-Sponsored Content Purely educational, unbiased content for your learning.
Monthly & Quarterly Updates Keeping you ahead of trends and changes.
Podcasts with Industry Leaders Learn and Earn CPE from experts on the go.
Discover Why We’re the Preferred Choice!
Strategic Marketing Mastery
“The Marketing Strategy course helped me transform our firm’s marketing approach. I now have a clear roadmap for attracting the right clients and growing our business.”
John Matthews, CPA
Accounting Firm Owner
Great Learning Platform
“MyCPE ONE offers an excellent learning experience. The course was easy to navigate, and I could complete it at my own pace. The content was relevant and practical for my accounting practice. Highly recommend for busy professionals!”
Sarah Lee, CPA
Marketing Specialist
AI and Social Media Savvy
“I was skeptical about AI in marketing, but after completing the course, I’m now confidently using AI tools to enhance our firm’s marketing efforts.”
This CAFMS course will cover essential marketing principles tailored to accounting firms, including common pitfalls, digital marketing techniques, and client trust-building strategies. Participants will explore practical steps for crafting an effective marketing plan, developing a strong brand presence, and leveraging online reviews. The course also provides insights into referral marketing, AI-driven strategies, and social media optimization to help firms grow sustainably.
The certified course is a helpful and results-driven program designed to provide accounting professionals with the practical skills needed to achieve sustainable business growth. This course offers a wealth of proven strategies in lead generation, SEO, and brand positioning, empowering you to enhance your firm's visibility and reputation..
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.
MY-CPE LLC is PCI Compliant - Approved. myCPE uses a secure payment gateway (Stripe.com) to process your payment details. This payment gateway is in accordance with the PCI-DSS Compliance. Therefore, your payment details are secure through SSL encryption. CLICK HERE to view our PCI compliance certificate. Once you have register for the package and paid for it you shall not be granted any refund unless you are not able to access courses for any reason etc.
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