Figuring Out: Marketing Mastery for CPA Firms | Podcast #EP21 1 Credit
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Welcome to a new episode! Is your accounting firm relying solely on referrals? While word-of-mouth remains valuable, it’s no longer enough to ensure steady growth in a competitive market. This Episode, led by marketing strategist Apoorv Dwivedi, offers practical tools to help CPA firms thrive through targeted and sustainable marketing strategies. From improving client relationships to positioning your firm as a thought leader, you’ll discover how the right marketing approach can drive consistent results and revenue.
Throughout this Episode, breaks down common marketing myths and explores proven strategies for long-term success. You’ll learn how to develop a reliable referral system, leverage client reviews for credibility, and measure success using meaningful performance metrics. With a focus on actionable tactics, this podcast empowers you to navigate challenges, build trust with clients, and stand out in a crowded advisory space.
Key Topics:
Don’t let outdated approaches hold your firm back. Join us to master effective marketing strategies, strengthen your brand, and achieve measurable business growth.
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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.
With over 15 years of experience, Shawn Parikh has transformed MYCPE ONE into a global leader, empowering accounting firms with innovative solutions and a comprehensive suite of services. Under his strategic vision and leadership, MYCPE ONE has evolved beyond staffing to become a one-stop ecosystem for CPA and accounting firms worldwide.
Shawn identified and addressed staffing-related challenges in the accounting community, providing consultations to over 5,000 accountants and helping them turn obstacles into opportunities. His dedication to small and mid-sized accounting firms stems from his belief that “Small businesses are the backbone of the global economy.”
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