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myCPE

The 7-Steps to Marketing Success for Accountants 1 Credit

The 7-Steps to Marketing Success for Accountants 1 Credit

Marketing Mastery Series for Accounting Firms

  • Rating

    4.5

  • Published on

    February, 2025

  • Subject Area

    Communications and Marketing

Select your learning mode

  • 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

  • Discuss how to develop a compelling value proposition that differentiates your services. 
  • Analyze how to craft targeted and engaging content to attract your ideal clients. 
  • Discuss deciding which digital marketing strategies to use, including ads, SEO, social media, and email marketing. 
  • Explain how to implement practical marketing automation tools to streamline your efforts. 
  • Analyze marketing performance to ensure continuous improvement.

Course Overview

Wondering how to take your accounting practice to the next level? Join us and uncover the secrets to transforming your marketing strategy. This comprehensive webinar is explicitly tailored for accountants, bookkeepers, tax specialists, and CAS practices, offering a proven seven-step process to boost your marketing efforts and drive significant business growth. 

This course teaches you how to define your unique value proposition, craft compelling content, and leverage digital marketing tools effectively. You'll also explore choosing suitable ads, SEO, social media, and email marketing strategies. You'll gain practical insights into implementing marketing automation tools and understand the vital role of referrals in today’s competitive landscape. This webinar equips you with actionable techniques to attract and retain high-value clients. 

Major Topics 

  • Value Proposition 
  • Targeted Content 
  • Digital Marketing Strategies 
  • Marketing Automation 
  • Referral Importance 

Don’t miss this opportunity to refine your marketing approach and achieve tangible results. Register now to gain valuable strategies and insights to help you stand out in the market and drive your practice’s success. 

CLICK HERE for more CPE Marketing courses.

On Demand Credits for All Qualifications

Live Webinar Credits for All Qualifications

License details Credits Status
Communications and Marketing for Certified Public Accountants (CPA-US) 1 CPE Approved
Specialized Knowledge for CPA in Canada 1 CPD Eligible
Communications and Marketing for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Communications and Marketing for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Communications and Marketing for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
License details Credits Status
Communications and Marketing for Certified Public Accountants (CPA-US) 1 CPE Approved
Specialized Knowledge for CPA in Canada 1 CPD Eligible
Communications and Marketing for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Communications and Marketing for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Communications and Marketing for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible

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.

Elevate your HR expertise with MYCPE ONE’s SHRM-certified courses, specially designed for SHRM professionals aiming to earn SHRM PDC Credits. Our courses provide essential continuing education in a user-friendly online format, making your certification journey seamless. Developed by industry experts, these courses deliver practical skills and valuable knowledge you can apply immediately. Take your professional standing in the HR field to new heights today with MYCPE ONE’s top-notch SHRM PDC courses!

About Instructor

Apoorv Dwivedi

Apoorv Dwivedi

President & Strategic Marketing Advisor, FIXYR

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  • rating
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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. 

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.

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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.

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    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.

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    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.

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