myCPE
myCPE

Building a Prospect List 2 Credits

Building a Prospect List 2 Credits

  • Rating

    4.5
  • Reviewed on

    March, 2024
  • Subject Area

    Communications and Marketing

Learning mode

On Demand
  • Access the course at your convenience
  • Take the assessment test
  • Get your certificate
  • Attend the live interactive session
  • Answer the polling questions
  • Get your certificate

Learning Objective

  • To define basic terms of sales and business development.
  • To define the traits of your ideal client.
  • To differentiate between upselling and new business.
  • To determine how many prospects you need based on your goal.
  • To identify 5 places to find prospects.

Course Overview

Business Development is crucial to the health of CPA firms and an important factor in the track to partnership for individuals. 

The first step in the process of gaining new business is understanding prospecting. 

Prospects are one of the greatest keys to increasing revenue but unfortunately, many accounting firms are struggling to grow their prospect lists. Oftentimes, this struggle comes from not knowing how to grow a prospect base in a way that generates results.

This CPE course covers prospecting from start to finish.

While it’s tempting to think that everyone needs your service, in reality, working off this assumption will inevitably lead you down what one call’s the “make no money” path. 

In your attempt to serve everyone, you will end up doing serious damage to the people who need you most. The services you create won’t hit their mark with your clients, and you’ll continually find you’re attracting the wrong people. 

In other words, in your efforts to serve everyone, you’ll end up serving no one!

Before you can look for new prospects, it is important to start from the beginning and determine who your ideal client is. 

Once this has been determined, the speaker of this CPE webinar Ty Hendrickson will discuss how you should review where to find these ideal clients and the importance of building a prospect list by covering the following major topics:

  • How to determine your ideal client?
  • What clients should you avoid?
  • Understanding your ideal client.
  • How to build a prospect list?
  • Understanding the breakdown of the prospect list.
  • Understanding your circle of influence.

On Demand Credits for All Qualifications

License details Credits Status
Communications and Marketing for Certified Public Accountants (CPA-US) 2 CPE Approved
Communication for CPA in Canada 2 CPD Eligible
Communications and Marketing for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Oral and written communications for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Communications and Marketing for Certified Fraud Examiner (CFE) 2 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Communications and Marketing for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Communications and Marketing for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible

Additional Information

Credits

2

Course Level

Basic

Instructional Method

QAS Self Study
Group Internet Based

Pre-requisites

None

Advance Preparation

None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.

About Instructor

Ty Hendrickson
Ty Hendrickson , CPA (US)

Consultant, Inovautus Consulting

  • 4.5
  • rating
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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.


On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Reviews and Ratings

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AK

Alvin Katz, CPA (US)
5

A great presentation

AA

Audrey Abe, CPA (US)
4

good information

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