myCPE

Marketing Strategies for Small Firm Success 1.5 Credits

Marketing Strategies for Small Firm Success 1.5 Credits

  • Rating

    4.6

  • Reviewed on

    February, 2025

  • 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 value in small firms and individuals.
  • To analyze your ideal client.
  • To evaluating your services with the needs of your ideal client.
  • To list 3 foundations of client service.
  • To list 3 ways you can promote good client service.

Course Overview

When business owners sit down to write their marketing plan, they need to consider what makes sense for their small business? 

What is working in the marketplace? 

And where should they start?

The success of a small business has a lot to do with its marketing plan. 

Marketing is used to attract the customers needed to keep a business viable and operational. Marketing strategies are used to help a business achieve sales goals and branding initiatives. Through a variety of tactics, marketers work to attract the right customers to the business.

As a small business owner, you already know that you need a strong marketing plan — but you may not know how to go about creating an effective strategy. 

Should you stick with your tried-and-true marketing strategies, or mix them up with a new approach? 

How do you go about selecting and building a marketing strategy that works for your small business when there are dozens of options?

In this CPE course, small firms will learn what it takes to compete in the market and grow a profitable practice by making successful marketing strategies.

Understanding what value an individual and firm bring to their clients is the first step in developing a marketing strategy. 

From there, tailoring all of your messaging to speak directly to your ideal client and articulate your value in products and services is important to grow a healthy and profitable practice.

On Demand Credits for All Qualifications

License details Credits Status
Communications and Marketing for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Communication for CPA in Canada 1.5 CPD Eligible
Communications and Marketing for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Oral and written communications for Certified Government Financial Manager (CGFM) 1.5 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Communications and Marketing for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Communications and Marketing for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
Chartered Accountants - Scotland 1.5 CPD Eligible
CPA - Ireland 1.5 CPD Eligible

Additional Information

Credits

1.5

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
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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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MP

Michael Pagano, CPA (US)

4

Accountants don't think enough about these concepts.

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