myCPE
myCPE

Building Firm Loyalty 1 Credit

Building Firm Loyalty 1 Credit

  • Rating

    4.6
  • Reviewed on

    March, 2024
  • Subject Area

    Business Mgmnt and Org

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 the role loyalty plays in a growth strategy.
  • To label the three sections of the loyalty wheel.
  • To list 4 ways to improve client service.
  • To list 4 ways to improve the investment in employees.
  • To list 4 ways to improve firm culture.

Course Overview

To create a solid, long-term growth strategy, firms must include two very important factors: new business development and firm loyalty. 

This CPE course focuses on the loyalty factor and how this plays directly into the growth of an accounting firm. 

Loyalty in the form of employees and clients can have a significant impact on the bottom-line profitability of any accounting firm with an increased client and employee retention directly impacting productivity. 

When you nurture loyalty in the people that work for you, you’ll start to see some incredible benefits for everyone involved. When employees are loyal to their workplace, they will be more willing to invest in their work, innovating new ideas, and going the extra mile. Loyal employees are happy employees, after all, and as Forbes reports, happy employees mean “hefty profits”.

Did you know it costs five times more to acquire new clients than it does to retain current clients?

And did you know existing clients are 50% more likely to continue with your firm as well as spend 31% more than new clients?

Whether or not you currently have a loyalty program that encourages your clients to return and conduct more business with you, the above statistics clearly show the importance and impact of a successful client loyalty program.

Client loyalty also fosters a strong sense of trust between your firm and clients — when clients choose to frequently return to your firm, the value they're getting out of the relationship outweighs the potential benefits they'd get from one of your competitors.

This course outlines how to build loyalty within accounting firms and strategies for immediate improvements.

Podcast Credits

Short Video Credits

On Demand Credits

Live Credits

Enter your qualification details to ensure this course is counted toward your compliance.

Add your qualification details to easily track your compliance. You can also add multiple qualifications for comprehensive coverage.

Additional Information

Credit

1

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
  • rating
  • rating
  • rating
  • rating

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.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars approved by NASBA and other regulatory bodies?

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

What are the requirements to maintain compliance with live webinar courses?

To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.

How can I access my webinar completion certificates?

After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your 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.

Ratings and Review

out of 5

rating rating rating rating rating
1,824 ratings

Excellent

Very Good

Average

Poor

Terrible

Recommended Courses

Global Business Research for Professionals

Dec 17, 10:00 AM ET

  • CPA (US)
  • IA LPA
  • ME LPA
  • DE LPA
Working With a Start-Up Business

Dec 18, 03:00 PM ET

  • CMA
  • CPA (US)
  • CVA
  • CBA/MCBA
  • FPAC
  • IA LPA
  • ME LPA
  • DE LPA
The 7-Steps to Marketing Success for Accountants

Dec 24, 11:00 AM ET

  • CFE
  • CISA
  • CPA (US)
  • IA LPA
  • ME LPA
  • DE LPA
OD Intermediate-Sized Based Intervention

Dec 24, 11:00 AM ET

  • CPA (US)
  • HRCI
  • SHRM
  • CPTD
  • IA LPA
  • ME LPA
  • DE LPA
  • APTD
How to Double Your Firm’s Revenue Through Advisory Services

Dec 24, 11:00 AM ET

  • CMA
  • CPA (US)
  • IA LPA
  • ME LPA
  • DE LPA
Inclusions
  • Multiple Credits
    Multiple Credits

    Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.

  • Certifications & Reporting
    Certifications & Reporting

    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 - fastest in the industry.

  • Credit Tracker
    Credit Tracker

    Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.

  • Certificate Vault
    Certificate Vault

    Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.

  • Compliance Reminders
    Compliance Reminders

    Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.

  • Mobile App Access
    Mobile App Access

    The myCPE Mobile App allows you to learn on the go, providing access to educational content on Android and Apple iOS devices. You can learn anytime and anywhere, making it convenient for busy schedules.

  • Live Support
    Live Support

    Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.

Exclusive mobile
app for our unlimited
access subscribers

Add qualification to
view credit details

This course is included with,

Individual Subscription

Gain access to everything required for compliance, skill enhancement, and staying ahead of industry trends—all included in the Individual subscription. Here’s what you get:

  • 13,000+ Hours of NASBA-Approved Content
  • 500+ Emerging Subject Areas
  • 50+ State- Specific Ethics Courses
  • 100+ Conferences with Access to Industry Events
  • 250+ FastTrack Compliance Packages

    Pre-selected courses for quick compliance

  • Exclusive Mobile App Access
  • Access to Professional Communities

    Connect with like-minded professionals on Teams.

Trusted by 250,000+ Professionals

trust pilot review google review
Unlimited Access

Ready to Get Started?

Sign up today and begin your learning journey immediately!

card
stripe
$299$199 For 12 Months
Subscribed
Mark purchased a subscription.
Subscribed
Paul purchased a subscription.
Subscribed
Christina purchased a subscription.
Subscribed
Niharish purchased a subscription.
Subscribed
Joshua purchased a subscription.
Subscribed
Yukari purchased a subscription.
Subscribed
Kevin purchased a subscription.
Subscribed
James purchased a subscription.
Subscribed
Veselka purchased a subscription.
Subscribed
BYUNGOK purchased a subscription.
Subscribed
Jithin M purchased a subscription.
Subscribed
Allen George purchased a subscription.
Subscribed
ROBERT purchased a subscription.
Subscribed
Maria purchased a subscription.
Subscribed
Hsiuying purchased a subscription.
Subscribed
Donna Mendez purchased a subscription.
Subscribed
Jeanne purchased a subscription.
Subscribed
Jyoti purchased a subscription.
Subscribed
Charles purchased a subscription.
Subscribed
Heather purchased a subscription.
Subscribed
Phaik Swee purchased a subscription.
Subscribed
Brittany purchased a subscription.
Subscribed
Ahmad Wais purchased a subscription.
Subscribed
Cookie purchased a subscription.
Subscribed
David purchased a subscription.
Subscribed
Rose purchased a subscription.
Subscribed
Rishi purchased a subscription.
Subscribed
Ngoc Bao Nguyen Tran purchased a subscription.
Subscribed
Evan purchased a subscription.
Subscribed
Rana purchased a subscription.
Subscribed
Kimberly purchased a subscription.
Subscribed
Karen purchased a subscription.
Subscribed
Kristen purchased a subscription.
Subscribed
GLORIA purchased a subscription.
Subscribed
Eric purchased a subscription.
Subscribed
Nicholas purchased a subscription.
Subscribed
Richard purchased a subscription.
Subscribed
Trent purchased a subscription.
Subscribed
Daniel purchased a subscription.
Subscribed
Jolanta purchased a subscription.
Subscribed
Jose purchased a subscription.
Subscribed
Helen purchased a subscription.
Subscribed
Thomas purchased a subscription.
Subscribed
OLUWABUSOLA purchased a subscription.
Subscribed
Dave purchased a subscription.
Subscribed
Kevin purchased a subscription.
Subscribed
Patricia purchased a subscription.
Subscribed
Twila purchased a subscription.
Subscribed
Xiaowei purchased a subscription.
Subscribed
Ihekwaba purchased a subscription.
Subscribed
Thomas purchased a subscription.
Subscribed
Lisa purchased a subscription.
Subscribed
Michael purchased a subscription.
Subscribed
MARY purchased a subscription.
Subscribed
Maria purchased a subscription.
Subscribed
Denny purchased a subscription.
Subscribed
Ron purchased a subscription.
Subscribed
Armond purchased a subscription.
Subscribed
Jeff purchased a subscription.
Subscribed
Mary purchased a subscription.
Subscribed
Steve purchased a subscription.
Subscribed
lyne purchased a subscription.
Subscribed
Keisha purchased a subscription.
Subscribed
AUDRY purchased a subscription.
Subscribed
Marina purchased a subscription.
Subscribed
MARINA purchased a subscription.
Subscribed
Salvador purchased a subscription.
Subscribed
Frank purchased a subscription.
Subscribed
Manushi purchased a subscription.
Subscribed
Bhagath purchased a subscription.
Subscribed
Janice purchased a subscription.
Subscribed
Brianna purchased a subscription.
Subscribed
Richard purchased a subscription.
Subscribed
Hyunjeong purchased a subscription.
Subscribed
Corey purchased a subscription.
Subscribed
Carole purchased a subscription.
Subscribed
Dewey purchased a subscription.
Subscribed
Jessica purchased a subscription.
Subscribed
Berkely purchased a subscription.
Subscribed
Chun Xiang purchased a subscription.
Subscribed
Gerard purchased a subscription.
Subscribed
Beth purchased a subscription.
Subscribed
Karen purchased a subscription.
Subscribed
Stephen purchased a subscription.
Subscribed
Akilah purchased a subscription.
Subscribed
Paul purchased a subscription.
Subscribed
Mr. Richard purchased a subscription.
Subscribed
Carlyn purchased a subscription.
Subscribed
Krystal purchased a subscription.
Subscribed
Thomas purchased a subscription.
Subscribed
Katie purchased a subscription.
Subscribed
Robyn purchased a subscription.
Subscribed
Michael purchased a subscription.
Subscribed
Susan purchased a subscription.
Subscribed
David purchased a subscription.
Subscribed
Richard purchased a subscription.
Subscribed
Jeffrey purchased a subscription.
Subscribed
Rajeev purchased a subscription.
Subscribed
MAUREEN purchased a subscription.
Subscribed
James purchased a subscription.