MYCPE ONE

Video Marketing for CPAs to Build Trust and Educate Clients 1 Credit

Video Marketing for CPAs to Build Trust and Educate Clients 1 Credit

  • Apoorv Dwivedi

    | PMP, CIP

  • Rating

    4.8

  • Published on

    September, 2025

  • Subject Area

    Communications and Marketing

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Learning Objectives

  • Discuss a step-by-step process for scripting effective accounting videos.
  • Explain how video builds trust and firm credibility with clients.
  • Explore ways to use video for client updates and account reviews.
  • Identify social media practices that increase consultation opportunities.
  • Analyze firm case studies using video to grow client lists.

Course Overview

Video is rapidly changing the way CPAs connect with clients. In this engaging CPE course, learn how to create compelling short-form videos that explain complex financial topics and showcase your firm’s unique personality. Whether you’re answering tax questions or introducing new services, video can help you humanize your brand, simplify your message, and strengthen client relationships. But what makes a video truly effective and how can you produce one without a full studio setup?

You’ll walk through a hands-on process to plan, script, and shoot videos that elevate your firm’s presence. Learn how to communicate clearly, build trust by “putting a face to the firm,” and highlight your expertise in ways that resonate with viewers using simple tools (no expensive studio needed!). You’ll also explore proven tactics for sharing video content on social media, increasing engagement, and driving consultations. Real-world examples from successful CPA firms bring each tactic to life and show what’s possible when you commit to video.

Major Topics:

  • Short-form video strategy
  • Client trust through video
  • Scripting financial explanations
  • Social media distribution tips
  • Real-world success examples

Whether you're new to content creation or refining your current strategy, this CPE course will equip you with tools to speak confidently and connect effectively on camera.

On Demand Credits for All Qualifications

License details Credits Status
Communications and Marketing for Certified Public Accountants (CPA-US) 1 CPE Approved
Communication for Chartered Professional Accountant in Canada 1 CPD Eligible
Communications and Marketing for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
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 Approved
Communications and Marketing for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
CPA - Ireland 1 CPD Eligible

Additional Information

Credit

1

Course Level

Advanced

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 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 through its website: www.nasbaregistry.org.

Dive into the world of CPA CPE Courses with MYCPE ONE. Our online courses are here to help you complete your CPA CPE credits seamlessly. We cover a wide range of topics delivered by professional subject matter experts. Forget the traditional way of learning with flexible scheduling and learn at your own pace. Join us and start your journey toward professional growth today! 

About Instructor

Apoorv Dwivedi

Apoorv Dwivedi | PMP, CIP

, CMO, Fixyr Marketing

  • 4.6
  • rating
  • rating
  • rating
  • rating
  • rating

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. 

Priyanka Sharma

Priyanka Sharma

VP Of Marketing, MYCPE ONE

Priyanka Sharma is a seasoned marketing leader with over 15 years of extensive experience in driving global marketing strategies and initiatives. As the VP of Marketing, she specializes in helping businesses achieve exceptional growth through innovative digital marketing techniques, strategic brand management, and client-centric campaigns. With a proven track record of delivering impactful results, Priyanka is passionate about empowering professionals and organizations to harness the full potential of modern marketing.

Tracy Kapteyn

Tracy Kapteyn

Chief Growth Officer, Duffy Kruspodin, LLP

I believe growth isn’t just a department—it’s how forward-thinking firms move. As Chief Growth Officer at Duffy Kruspodin LLP, I lead firm-wide strategy across marketing, client experience, service development, and innovation. My role is about connecting functions and building the infrastructure needed to help the firm scale in both value and relevance. Before this, I founded ThinkpinTK™, where I helped professional services firms modernize their marketing and launch advisory services.


With over 25 years of experience, I specialize in digital transformation, go-to-market strategy, AI enablement, and cross-functional execution. I am passionate about simplifying the complex and helping teams achieve greater speed, confidence, agility, and alignment.

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. Our courses qualify for credits with NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other professional organizations.

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 accepted by NASBA and other professional organizations?

MY-CPE LLC courses are accepted for continuing education credit by various professional certification programs, including NASBA, IRS, CFP Board, and HRCI. MY-CPE LLC is also recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® and SHRM-SCP® recertification activities.

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 professional organizations 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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Very Good (25%)

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LT

Linda Trafford, CPA in Canada

5

Great

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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.

  • Credit Tracker

    Credit Tracker

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  • 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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    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 ONE 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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