MYCPE ONE

Client Growth & Sales Mastery for Accounting Professionals

certificate
4930

Enrollments

5/5(3.9K+ Reviews)
  • rating
  • rating
  • rating
  • rating
  • rating
Published on September, 2026
img
Multiple

Qualifications 

24.5

Credits

24.5 Hours

Learning Duration

$299

Training Program Access

Overview

What You’ll learn

How can accounting professionals strengthen client relationships, improve sales conversations, and grow their practice without relying on aggressive selling tactics? 

Sustainable growth in accounting and professional services depends on more than technical expertise. Professionals must communicate value clearly, build trust, develop a strong personal brand, prospect effectively, handle objections, price services confidently, generate referrals, and deliver an exceptional client experience. 

The training program, “Client Growth & Sales Mastery for Accounting Professionals,” brings together practical strategies for relationship building, communication, personal branding, LinkedIn prospecting, referral growth, niche positioning, pricing, client retention, CRM use, and professional selling. Participants will also explore ways to attract quality clients, strengthen premium-service conversations, and improve the overall client journey. 

Through practical coverage of sales fundamentals, branding, prospecting, pricing, referrals, and client service, this training helps accounting professionals build stronger relationships, communicate value more effectively, expand business opportunities, and support sustainable practice growth.

Get Deeper Understanding of:
  • Client relationships and meaningful sales conversations
  • Personal branding and LinkedIn visibility
  • Prospecting, referrals, and relationship-driven growth
  • Pricing, premium positioning, and objection handling
  • Selling skills and client retention strategies
  • CRM use and exceptional client service
Recommended For:
  • This program is designed for CPAs, accounting professionals, firm owners, partners, managers, advisors, consultants, and professionals responsible for client relationships, business development, or practice growth.
  • It is particularly relevant for professionals working with client communication, personal branding, LinkedIn prospecting, referrals, pricing, premium services, objection handling, client retention, and CRM processes. Those looking to strengthen relationships and improve how they communicate value will find this training directly aligned with their responsibilities.
  • It is also suitable for professionals looking to sharpen sales skills, improve client engagement, build stronger professional visibility, and support sustainable growth within accounting and advisory practices.
Resources included
  • Handout PDFs for every Module.
  • Glossary/Key Terms for every module.
  • Q&A directly with instructors.

Courses

Client Relationships First: Mastering Meaningful ConversationsEssential Communication Skills to Increase Your SalesPersonal Branding for ProfessionalsCPA Personal Branding on LinkedIn for Authority and TrustHow to Get Amazing Clients Using an Automated LinkedIn StrategyLeveraging LinkedIn for ProspectingAttracting Ideal Clients and Avoiding Price Wars for CPAsReferral Growth Mastery: Build a Client-Generating Network5 Shifts to Secure $3k-$15k Monthly ClientsNiche Strategy: Grow Your Bottom Line with High-Value ClientsMaking Rain – Improving Success with Retaining Clients and Attracting ProspectsAttract Quality Clients to Your Firm5 Steps to Easily Enroll Premium Clients without Negotiating Your FeesHow to Price Profitably And Confidently...Without Scaring Off Even The Most Price Sensitive ClientsSelling Skills for Professionals: Making the SaleSelling Skills for Professionals: ProspectingDelivering Exceptional Client ServicesHandling Tough Client ObjectionsWhy accounting firms need a CRM
Course Title Time Credits Learning Format
1 Hour
License details Credits Status
Business Mgmnt and Org for Certified Public Accountants (CPA-US) 1 CPE Approved
Business Mgmnt and Org for Chartered Professional Accountant in Canada 1 CPD Eligible
Business Mgmnt and Org for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Association of Chartered Certified Accountants (ACCA) 1 CPE Eligible
Chartered Accountant - ICAEW 1 CPE Eligible
Business Mgmnt and Org for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Business Mgmnt and Org for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
License details Credits Status
Business Mgmnt and Org for Certified Public Accountants (CPA-US) 1 CPE Approved
Business Mgmnt and Org for Chartered Professional Accountant in Canada 1 CPD Eligible
Business Mgmnt and Org for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Association of Chartered Certified Accountants (ACCA) 1 CPE Eligible
Chartered Accountant - ICAEW 1 CPE Eligible
Business Mgmnt and Org for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Business Mgmnt and Org for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
On Demand (video)
  • Effectively guide conversations beyond surface-level compliance to uncover client needs.
  • Identify and overcome barriers that hinder deeper client discussions.
  • Utilize proven frameworks to explore clients’ challenges, frustrations, and aspirations.
1 Hour
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 Certified Fraud Examiner (CFE) 1 CPE Eligible
Certified Government Financial Manager (CGFM) 1 CPE Eligible
Communications and Marketing for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Association of Chartered Certified Accountants (ACCA) 1 CPE Eligible
Chartered Accountant - ICAEW 1 CPE Eligible
Communications and Marketing for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
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
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
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 Certified Fraud Examiner (CFE) 1 CPE Eligible
Certified Government Financial Manager (CGFM) 1 CPE Eligible
Communications and Marketing for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Association of Chartered Certified Accountants (ACCA) 1 CPE Eligible
Chartered Accountant - ICAEW 1 CPE Eligible
Communications and Marketing for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
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
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
On Demand (video)
  • Identify ways of communicating effectively with the clients.
  • Five components of communication to make your language more positive and professional.
  • Identify ways of communicating clearly and appropriately—and with greater confidence Type a message
1 Hour
License details Credits Status
Communications and Marketing for Certified Public Accountants (CPA-US) 1 CPE Approved
Specialized Knowledge 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 CPE Eligible
Chartered Accountant - ICAEW 1 CPE 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
License details Credits Status
Communications and Marketing for Certified Public Accountants (CPA-US) 1 CPE Approved
Specialized Knowledge 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 CPE Eligible
Chartered Accountant - ICAEW 1 CPE 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
On Demand (video)
  • Identify the key elements of an effective personal brand for professionals.
  • Recognize strategies for building professional visibility through LinkedIn and networking activities.
  • Evaluate approaches for establishing thought leadership and professional credibility.
1 Hour
License details Credits Status
Communications and Marketing for Certified Public Accountants (CPA-US) 1 CPE Approved
Specialized Knowledge 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 CPE Eligible
Chartered Accountant - ICAEW 1 CPE 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
License details Credits Status
Communications and Marketing for Certified Public Accountants (CPA-US) 1 CPE Approved
Specialized Knowledge 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 CPE Eligible
Chartered Accountant - ICAEW 1 CPE 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
On Demand (video)
  • Discuss the 3 content types that perform best for CPAs on LinkedIn.
  • Identify strategies for optimizing your LinkedIn profile to build trust and conversions.
  • Analyze how to post consistently on LinkedIn, even with limited time.
1 Hour
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
Business Acumen for SHRM-Certified Professional (SHRM-CP) (Valid upto : Dec 31, 2026) 1 PDC Eligible
HR Business for Professional in Human Resources (PHR) (Approval No. 724038) (Valid upto : Nov 30, 2026) 1 RCH Approved
HR Business for Senior Professional in Human Resources (SPHR) (Approval No. 724038) (Valid upto : Nov 30, 2026) 1 RCH Approved
Business Acumen for SHRM-Senior Certified Professional (SHRM-SCP) (Valid upto : Dec 31, 2026) 1 PDC Eligible
HR Business for Associate Professional in Human Resources (aPHR) (Approval No. 724038) (Valid upto : Nov 30, 2026) 1 RCH Approved
Communications and Marketing for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
HR Business for Professional in Human Resources - California (PHRca) (Approval No. 724038) (Valid upto : Nov 30, 2026) 1 RCH Approved
Association of Chartered Certified Accountants (ACCA) 1 CPE Eligible
HR Business for Senior Professional in Human Resources - International (SPHRi) (Approval No. 724038) (Valid upto : Nov 30, 2026) 1 RCH Approved
HR Business for Professional in Human Resources - International (PHRi) (Approval No. 724038) (Valid upto : Nov 30, 2026) 1 RCH Approved
HR Business for Associate Professional in Human Resources - International (aPHRi) (Approval No. 724038) (Valid upto : Nov 30, 2026) 1 RCH Approved
HR Business for Global Professional in Human Resources (GPHR) (Approval No. 724038) (Valid upto : Nov 30, 2026) 1 RCH Approved
Chartered Accountant - ICAEW 1 CPE 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
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
Business Acumen for SHRM-Certified Professional (SHRM-CP) (Valid upto : Dec 31, 2026) 1 PDC Eligible
HR Business for Professional in Human Resources (PHR) (Approval No. 724038) (Valid upto : Nov 30, 2026) 1 RCH Approved
HR Business for Senior Professional in Human Resources (SPHR) (Approval No. 724038) (Valid upto : Nov 30, 2026) 1 RCH Approved
Business Acumen for SHRM-Senior Certified Professional (SHRM-SCP) (Valid upto : Dec 31, 2026) 1 PDC Eligible
HR Business for Associate Professional in Human Resources (aPHR) (Approval No. 724038) (Valid upto : Nov 30, 2026) 1 RCH Approved
Communications and Marketing for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
HR Business for Professional in Human Resources - California (PHRca) (Approval No. 724038) (Valid upto : Nov 30, 2026) 1 RCH Approved
Association of Chartered Certified Accountants (ACCA) 1 CPE Eligible
HR Business for Senior Professional in Human Resources - International (SPHRi) (Approval No. 724038) (Valid upto : Nov 30, 2026) 1 RCH Approved
HR Business for Professional in Human Resources - International (PHRi) (Approval No. 724038) (Valid upto : Nov 30, 2026) 1 RCH Approved
HR Business for Associate Professional in Human Resources - International (aPHRi) (Approval No. 724038) (Valid upto : Nov 30, 2026) 1 RCH Approved
HR Business for Global Professional in Human Resources (GPHR) (Approval No. 724038) (Valid upto : Nov 30, 2026) 1 RCH Approved
Chartered Accountant - ICAEW 1 CPE 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
On Demand (video)
  • Discuss LinkedIn Sales Navigator effectively for targeted outreach.
  • Utilize AI tools for LinkedIn engagement while maintaining authenticity.
  • Develop a structured process to transition from LinkedIn connections to client conversations.
1 Hour
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 Certified Fraud Examiner (CFE) 1 CPE Eligible
Oral and written communications for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Communications and Marketing for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Association of Chartered Certified Accountants (ACCA) 1 CPE Eligible
Chartered Accountant - ICAEW 1 CPE 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
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 Certified Fraud Examiner (CFE) 1 CPE Eligible
Oral and written communications for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Communications and Marketing for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Association of Chartered Certified Accountants (ACCA) 1 CPE Eligible
Chartered Accountant - ICAEW 1 CPE 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
On Demand (video)
  • To apply 3 advanced search filters for greater results.
  • To compose a connection strategy for ideal clients.
  • To establish credibility using groups.
1 Hour
License details Credits Status
Business Mgmnt and Org for Certified Public Accountants (CPA-US) 1 CPE Approved
Business Mgmnt and Org for Chartered Professional Accountant in Canada 1 CPD Eligible
Business Mgmnt and Org for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Association of Chartered Certified Accountants (ACCA) 1 CPE Eligible
Chartered Accountant - ICAEW 1 CPE Eligible
Business Mgmnt and Org for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Business Mgmnt and Org for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
License details Credits Status
Business Mgmnt and Org for Certified Public Accountants (CPA-US) 1 CPE Approved
Business Mgmnt and Org for Chartered Professional Accountant in Canada 1 CPD Eligible
Business Mgmnt and Org for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Association of Chartered Certified Accountants (ACCA) 1 CPE Eligible
Chartered Accountant - ICAEW 1 CPE Eligible
Business Mgmnt and Org for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Business Mgmnt and Org for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
On Demand (video)
  • Apply a storytelling framework to make a firm’s value clear and memorable.
  • Develop a niche positioning strategy that attracts aligned, high-value clients.
  • Use client-centered messaging to reduce price pressure and increase loyalty.
2.5 Hours
License details Credits Status
Business Mgmnt and Org for Certified Public Accountants (CPA-US) 2.5 CPE Approved
Business Mgmnt and Org for Chartered Professional Accountant in Canada 2.5 CPD Eligible
Business Mgmnt and Org for Delaware Licensed Public Accountant (DE-LPA) 2.5 CPE Approved
Association of Chartered Certified Accountants (ACCA) 2.5 CPE Eligible
Chartered Accountant - ICAEW 2.5 CPE Eligible
Business Mgmnt and Org for Iowa Licensed Public Accountant (IA-LPA) 2.5 CPE Approved
Business Mgmnt and Org for Maine Licensed Public Accountant (ME-LPA) 2.5 CPE Approved
Chartered Accountants - Scotland 2.5 CPD Eligible
Chartered Accountants - Ireland (CAI) 2.5 CPD Eligible
License details Credits Status
Business Mgmnt and Org for Certified Public Accountants (CPA-US) 2.5 CPE Approved
Business Mgmnt and Org for Chartered Professional Accountant in Canada 2.5 CPD Eligible
Business Mgmnt and Org for Delaware Licensed Public Accountant (DE-LPA) 2.5 CPE Approved
Association of Chartered Certified Accountants (ACCA) 2.5 CPE Eligible
Chartered Accountant - ICAEW 2.5 CPE Eligible
Business Mgmnt and Org for Iowa Licensed Public Accountant (IA-LPA) 2.5 CPE Approved
Business Mgmnt and Org for Maine Licensed Public Accountant (ME-LPA) 2.5 CPE Approved
Chartered Accountants - Scotland 2.5 CPD Eligible
Chartered Accountants - Ireland (CAI) 2.5 CPD Eligible
On Demand (video)
  • Identify the benefits of referral-based business models.
  • Explain barriers that limit referral generation.
  • Analyze steps to build a referral strategy.
1 Hour
License details Credits Status
Business Mgmnt and Org for Certified Public Accountants (CPA-US) 1 CPE Approved
Business Mgmnt and Org for Chartered Professional Accountant in Canada 1 CPD Eligible
Business Mgmnt and Org for Chartered Global Management Accountants (CGMA) 1 CE Eligible
Business Mgmnt and Org for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Association of Chartered Certified Accountants (ACCA) 1 CPE Eligible
Chartered Accountant - ICAEW 1 CPE Eligible
Business Mgmnt and Org for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Business Mgmnt and Org for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
License details Credits Status
Business Mgmnt and Org for Certified Public Accountants (CPA-US) 1 CPE Approved
Business Mgmnt and Org for Chartered Professional Accountant in Canada 1 CPD Eligible
Business Mgmnt and Org for Chartered Global Management Accountants (CGMA) 1 CE Eligible
Business Mgmnt and Org for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Association of Chartered Certified Accountants (ACCA) 1 CPE Eligible
Chartered Accountant - ICAEW 1 CPE Eligible
Business Mgmnt and Org for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Business Mgmnt and Org for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
On Demand (video)
  • Analyze top firms' strategies to reduce hours and grow revenue.
  • Identify high-value clients and maximize opportunities within existing client base.
  • Implement premium pricing strategies reflecting your firm's service value confidently.
1 Hour
License details Credits Status
Business Mgmnt and Org for Certified Public Accountants (CPA-US) 1 CPE Approved
Business Mgmnt and Org for Chartered Professional Accountant in Canada 1 CPD Eligible
Business Mgmnt and Org for Chartered Global Management Accountants (CGMA) 1 CE Eligible
Business Mgmnt and Org for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Association of Chartered Certified Accountants (ACCA) 1 CPE Eligible
Chartered Accountant - ICAEW 1 CPE Eligible
Business Mgmnt and Org for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Business Mgmnt and Org for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Business Management for Associate Professional in Talent Development (APTD) 1 CEU Approved
Business Management for Certified Professional in Talent Development (CPTD) 1 CEU Approved
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
License details Credits Status
Business Mgmnt and Org for Certified Public Accountants (CPA-US) 1 CPE Approved
Business Mgmnt and Org for Chartered Professional Accountant in Canada 1 CPD Eligible
Business Mgmnt and Org for Chartered Global Management Accountants (CGMA) 1 CE Eligible
Business Mgmnt and Org for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Association of Chartered Certified Accountants (ACCA) 1 CPE Eligible
Chartered Accountant - ICAEW 1 CPE Eligible
Business Mgmnt and Org for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Business Mgmnt and Org for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Business Management for Associate Professional in Talent Development (APTD) 1 CEU Approved
Business Management for Certified Professional in Talent Development (CPTD) 1 CEU Approved
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
On Demand (video)
  • Identifying if you work with everyone, serve several industries, or have defined your niche.
  • Determining your ideal client through demographics and psychographics.
  • Communicate your unique value proposition with clarity and confidence.
2 Hours
License details Credits Status
Certified Public Accountants (CPA-US) 2 CPE Approved
Business Mgmnt and Org for Chartered Professional Accountant in Canada 2 CPD Eligible
Business Mgmnt and Org for Chartered Global Management Accountants (CGMA) 2 CE Eligible
Business Mgmnt and Org for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Association of Chartered Certified Accountants (ACCA) 2 CPE Eligible
Chartered Accountant - ICAEW 2 CPE Eligible
Business Mgmnt and Org for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Business Mgmnt and Org for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
Business Management for Associate Professional in Talent Development (APTD) 2 CEU Approved
Business Management for Certified Professional in Talent Development (CPTD) 2 CEU Approved
Chartered Accountants - Scotland 2 CPD Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
License details Credits Status
Certified Public Accountants (CPA-US) 2 CPE Approved
Business Mgmnt and Org for Chartered Professional Accountant in Canada 2 CPD Eligible
Business Mgmnt and Org for Chartered Global Management Accountants (CGMA) 2 CE Eligible
Business Mgmnt and Org for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Association of Chartered Certified Accountants (ACCA) 2 CPE Eligible
Chartered Accountant - ICAEW 2 CPE Eligible
Business Mgmnt and Org for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Business Mgmnt and Org for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
Business Management for Associate Professional in Talent Development (APTD) 2 CEU Approved
Business Management for Certified Professional in Talent Development (CPTD) 2 CEU Approved
Chartered Accountants - Scotland 2 CPD Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
On Demand (video)
  • Analyze continuous marketing for client retention and growth.
  • Discuss strategies for differentiating mid-sized firms' services.
  • Explain the impact of client service levels on retention.
1 Hour
License details Credits Status
Business Mgmnt and Org for Certified Public Accountants (CPA-US) 1 CPE Approved
Business Mgmnt and Org for Chartered Professional Accountant in Canada 1 CPD Eligible
Business Mgmnt and Org for Chartered Global Management Accountants (CGMA) 1 CE Eligible
Business Mgmnt and Org for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Association of Chartered Certified Accountants (ACCA) 1 CPE Eligible
Chartered Accountant - ICAEW 1 CPE Eligible
Business Mgmnt and Org for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Business Mgmnt and Org for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Business Management for Associate Professional in Talent Development (APTD) 1 CEU Approved
Business Management for Certified Professional in Talent Development (CPTD) 1 CEU Approved
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
License details Credits Status
Business Mgmnt and Org for Certified Public Accountants (CPA-US) 1 CPE Approved
Business Mgmnt and Org for Chartered Professional Accountant in Canada 1 CPD Eligible
Business Mgmnt and Org for Chartered Global Management Accountants (CGMA) 1 CE Eligible
Business Mgmnt and Org for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Association of Chartered Certified Accountants (ACCA) 1 CPE Eligible
Chartered Accountant - ICAEW 1 CPE Eligible
Business Mgmnt and Org for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Business Mgmnt and Org for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Business Management for Associate Professional in Talent Development (APTD) 1 CEU Approved
Business Management for Certified Professional in Talent Development (CPTD) 1 CEU Approved
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
On Demand (video)
  • Discuss the #1 marketing mistake that pushes away quality clients.
  • How to elevate your firm and rise above the competition 
  • The 5-step client attraction system 


1 Hour
License details Credits Status
Business Mgmnt and Org for Certified Public Accountants (CPA-US) 1 CPE Approved
Business Mgmnt and Org for Chartered Professional Accountant in Canada 1 CPD Eligible
Business Mgmnt and Org for Chartered Global Management Accountants (CGMA) 1 CE Eligible
Business Mgmnt and Org for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Association of Chartered Certified Accountants (ACCA) 1 CPE Eligible
Chartered Accountant - ICAEW 1 CPE Eligible
Business Mgmnt and Org for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Business Mgmnt and Org for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Business Management for Certified Professional in Talent Development (CPTD) 1 CEU Approved
Business Management for Associate Professional in Talent Development (APTD) 1 CEU Approved
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
License details Credits Status
Business Mgmnt and Org for Certified Public Accountants (CPA-US) 1 CPE Approved
Business Mgmnt and Org for Chartered Professional Accountant in Canada 1 CPD Eligible
Business Mgmnt and Org for Chartered Global Management Accountants (CGMA) 1 CE Eligible
Business Mgmnt and Org for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Association of Chartered Certified Accountants (ACCA) 1 CPE Eligible
Chartered Accountant - ICAEW 1 CPE Eligible
Business Mgmnt and Org for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Business Mgmnt and Org for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Business Management for Certified Professional in Talent Development (CPTD) 1 CEU Approved
Business Management for Associate Professional in Talent Development (APTD) 1 CEU Approved
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
On Demand (video)
  • To analyze and master a five-step strategy to enroll high-value clients without negotiating fees.
  • To identify and avoid five common mistakes encountered during free consultation sessions.
  • To discuss and develop proficiency in asking three strategic consultation questions that showcase your firm's value proposition effectively.
1 Hour
License details Credits Status
Business Mgmnt and Org for Certified Public Accountants (CPA-US) 1 CPE Approved
Business Mgmnt and Org for Chartered Professional Accountant in Canada 1 CPD Eligible
Business Mgmnt and Org for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Association of Chartered Certified Accountants (ACCA) 1 CPE Eligible
Chartered Accountant - ICAEW 1 CPE Eligible
Business Mgmnt and Org for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Business Mgmnt and Org for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
License details Credits Status
Business Mgmnt and Org for Certified Public Accountants (CPA-US) 1 CPE Approved
Business Mgmnt and Org for Chartered Professional Accountant in Canada 1 CPD Eligible
Business Mgmnt and Org for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Association of Chartered Certified Accountants (ACCA) 1 CPE Eligible
Chartered Accountant - ICAEW 1 CPE Eligible
Business Mgmnt and Org for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Business Mgmnt and Org for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
On Demand (video)
  • To review why pricing more profitably isn’t about ripping clients off.
  • To explain why pricing more profitably enables you to make more of a difference to clients.
  • To discuss how this model enables you to easily upgrade clients to pay for more services from you. 
3 Hours
License details Credits Status
Communications and Marketing for Certified Public Accountants (CPA-US) 3 CPE Approved
Communication for Chartered Professional Accountant in Canada 3 CPD Eligible
Communications and Marketing for Certified Fraud Examiner (CFE) 3 CPE Eligible
Business Acumen for SHRM-Certified Professional (SHRM-CP) (Valid upto : Dec 31, 2026) 3 PDC Eligible
HR Business for Professional in Human Resources (PHR) (Approval No. 723936) (Valid upto : Nov 30, 2026) 3 RCH Approved
HR Business for Senior Professional in Human Resources (SPHR) (Approval No. 723936) (Valid upto : Nov 30, 2026) 3 RCH Approved
Business Acumen for SHRM-Senior Certified Professional (SHRM-SCP) (Valid upto : Dec 31, 2026) 3 PDC Eligible
HR Business for Associate Professional in Human Resources (aPHR) (Approval No. 723936) (Valid upto : Nov 30, 2026) 3 RCH Approved
Certified Government Financial Manager (CGFM) 3 CPE Eligible
Communications and Marketing for Delaware Licensed Public Accountant (DE-LPA) 3 CPE Approved
HR Business for Professional in Human Resources - California (PHRca) (Approval No. 723936) (Valid upto : Nov 30, 2026) 3 RCH Approved
Association of Chartered Certified Accountants (ACCA) 3 CPE Eligible
HR Business for Senior Professional in Human Resources - International (SPHRi) (Approval No. 723936) (Valid upto : Nov 30, 2026) 3 RCH Approved
HR Business for Professional in Human Resources - International (PHRi) (Approval No. 723936) (Valid upto : Nov 30, 2026) 3 RCH Approved
HR Business for Associate Professional in Human Resources - International (aPHRi) (Approval No. 723936) (Valid upto : Nov 30, 2026) 3 RCH Approved
HR Business for Global Professional in Human Resources (GPHR) (Approval No. 723936) (Valid upto : Nov 30, 2026) 3 RCH Approved
Chartered Accountant - ICAEW 3 CPE Eligible
Communications and Marketing for Iowa Licensed Public Accountant (IA-LPA) 3 CPE Approved
Communications and Marketing for Maine Licensed Public Accountant (ME-LPA) 3 CPE Approved
Chartered Accountants - Scotland 3 CPD Eligible
Chartered Accountants - Ireland (CAI) 3 CPD Eligible
License details Credits Status
Communications and Marketing for Certified Public Accountants (CPA-US) 3 CPE Approved
Communication for Chartered Professional Accountant in Canada 3 CPD Eligible
Communications and Marketing for Certified Fraud Examiner (CFE) 3 CPE Eligible
Business Acumen for SHRM-Certified Professional (SHRM-CP) (Valid upto : Dec 31, 2026) 3 PDC Eligible
HR Business for Professional in Human Resources (PHR) (Approval No. 723936) (Valid upto : Nov 30, 2026) 3 RCH Approved
HR Business for Senior Professional in Human Resources (SPHR) (Approval No. 723936) (Valid upto : Nov 30, 2026) 3 RCH Approved
Business Acumen for SHRM-Senior Certified Professional (SHRM-SCP) (Valid upto : Dec 31, 2026) 3 PDC Eligible
HR Business for Associate Professional in Human Resources (aPHR) (Approval No. 723936) (Valid upto : Nov 30, 2026) 3 RCH Approved
Certified Government Financial Manager (CGFM) 3 CPE Eligible
Communications and Marketing for Delaware Licensed Public Accountant (DE-LPA) 3 CPE Approved
HR Business for Professional in Human Resources - California (PHRca) (Approval No. 723936) (Valid upto : Nov 30, 2026) 3 RCH Approved
Association of Chartered Certified Accountants (ACCA) 3 CPE Eligible
HR Business for Senior Professional in Human Resources - International (SPHRi) (Approval No. 723936) (Valid upto : Nov 30, 2026) 3 RCH Approved
HR Business for Professional in Human Resources - International (PHRi) (Approval No. 723936) (Valid upto : Nov 30, 2026) 3 RCH Approved
HR Business for Associate Professional in Human Resources - International (aPHRi) (Approval No. 723936) (Valid upto : Nov 30, 2026) 3 RCH Approved
HR Business for Global Professional in Human Resources (GPHR) (Approval No. 723936) (Valid upto : Nov 30, 2026) 3 RCH Approved
Chartered Accountant - ICAEW 3 CPE Eligible
Communications and Marketing for Iowa Licensed Public Accountant (IA-LPA) 3 CPE Approved
Communications and Marketing for Maine Licensed Public Accountant (ME-LPA) 3 CPE Approved
Chartered Accountants - Scotland 3 CPD Eligible
Chartered Accountants - Ireland (CAI) 3 CPD Eligible
On Demand (video)
  • To describe a five-stage sales process for professional services.
  • To identify the core skill set needed for selling professional services.
  • To discuss best practices when creating webinars to engage prospects.
2 Hours
License details Credits Status
Communications and Marketing for Certified Public Accountants (CPA-US) 2 CPE Approved
Communication for Chartered Professional Accountant in Canada 2 CPD Eligible
Communications and Marketing for Certified Fraud Examiner (CFE) 2 CPE Eligible
Business Acumen for SHRM-Certified Professional (SHRM-CP) (Valid upto : Dec 31, 2026) 2 PDC Eligible
HR Business for Professional in Human Resources (PHR) (Approval No. 723932) (Valid upto : Nov 30, 2026) 2 RCH Approved
HR Business for Senior Professional in Human Resources (SPHR) (Approval No. 723932) (Valid upto : Nov 30, 2026) 2 RCH Approved
Business Acumen for SHRM-Senior Certified Professional (SHRM-SCP) (Valid upto : Dec 31, 2026) 2 PDC Eligible
HR Business for Associate Professional in Human Resources (aPHR) (Approval No. 723932) (Valid upto : Nov 30, 2026) 2 RCH Approved
Certified Government Financial Manager (CGFM) 2 CPE Eligible
Communications and Marketing for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
HR Business for Professional in Human Resources - California (PHRca) (Approval No. 723932) (Valid upto : Nov 30, 2026) 2 RCH Approved
Association of Chartered Certified Accountants (ACCA) 2 CPE Eligible
HR Business for Senior Professional in Human Resources - International (SPHRi) (Approval No. 723932) (Valid upto : Nov 30, 2026) 2 RCH Approved
HR Business for Professional in Human Resources - International (PHRi) (Approval No. 723932) (Valid upto : Nov 30, 2026) 2 RCH Approved
HR Business for Associate Professional in Human Resources - International (aPHRi) (Approval No. 723932) (Valid upto : Nov 30, 2026) 2 RCH Approved
HR Business for Global Professional in Human Resources (GPHR) (Approval No. 723932) (Valid upto : Nov 30, 2026) 2 RCH Approved
Chartered Accountant - ICAEW 2 CPE Eligible
Communications and Marketing for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Communications and Marketing for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
Chartered Accountants - Scotland 2 CPD Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
License details Credits Status
Communications and Marketing for Certified Public Accountants (CPA-US) 2 CPE Approved
Communication for Chartered Professional Accountant in Canada 2 CPD Eligible
Communications and Marketing for Certified Fraud Examiner (CFE) 2 CPE Eligible
Business Acumen for SHRM-Certified Professional (SHRM-CP) (Valid upto : Dec 31, 2026) 2 PDC Eligible
HR Business for Professional in Human Resources (PHR) (Approval No. 723932) (Valid upto : Nov 30, 2026) 2 RCH Approved
HR Business for Senior Professional in Human Resources (SPHR) (Approval No. 723932) (Valid upto : Nov 30, 2026) 2 RCH Approved
Business Acumen for SHRM-Senior Certified Professional (SHRM-SCP) (Valid upto : Dec 31, 2026) 2 PDC Eligible
HR Business for Associate Professional in Human Resources (aPHR) (Approval No. 723932) (Valid upto : Nov 30, 2026) 2 RCH Approved
Certified Government Financial Manager (CGFM) 2 CPE Eligible
Communications and Marketing for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
HR Business for Professional in Human Resources - California (PHRca) (Approval No. 723932) (Valid upto : Nov 30, 2026) 2 RCH Approved
Association of Chartered Certified Accountants (ACCA) 2 CPE Eligible
HR Business for Senior Professional in Human Resources - International (SPHRi) (Approval No. 723932) (Valid upto : Nov 30, 2026) 2 RCH Approved
HR Business for Professional in Human Resources - International (PHRi) (Approval No. 723932) (Valid upto : Nov 30, 2026) 2 RCH Approved
HR Business for Associate Professional in Human Resources - International (aPHRi) (Approval No. 723932) (Valid upto : Nov 30, 2026) 2 RCH Approved
HR Business for Global Professional in Human Resources (GPHR) (Approval No. 723932) (Valid upto : Nov 30, 2026) 2 RCH Approved
Chartered Accountant - ICAEW 2 CPE Eligible
Communications and Marketing for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Communications and Marketing for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
Chartered Accountants - Scotland 2 CPD Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
On Demand (video)
  • To describe the scope and purpose of sales prospecting for professional services.
  • To analyze the five rules of selling professional services.
  • To develop a branding statement for themselves and their organization.
1 Hour
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 Certified Fraud Examiner (CFE) 1 CPE Eligible
Oral and written communications for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Communications and Marketing for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Association of Chartered Certified Accountants (ACCA) 1 CPE Eligible
Chartered Accountant - ICAEW 1 CPE 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
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 Certified Fraud Examiner (CFE) 1 CPE Eligible
Oral and written communications for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Communications and Marketing for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Association of Chartered Certified Accountants (ACCA) 1 CPE Eligible
Chartered Accountant - ICAEW 1 CPE 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
On Demand (video)
  • To relate the impact of client service.
  • To list the 5 fundamentals of client service.
  • To relate the 5 fundamentals to the current role.
1 Hour
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 Certified Fraud Examiner (CFE) 1 CPE Eligible
Oral and written communications for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Communications and Marketing for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Association of Chartered Certified Accountants (ACCA) 1 CPE Eligible
Chartered Accountant - ICAEW 1 CPE 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
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 Certified Fraud Examiner (CFE) 1 CPE Eligible
Oral and written communications for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Communications and Marketing for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Association of Chartered Certified Accountants (ACCA) 1 CPE Eligible
Chartered Accountant - ICAEW 1 CPE 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
On Demand (video)
  • To re-define what an objection means in a sales process.
  • To list the 4 reasons for skepticism in negotiations.
  • To apply the 3 steps to deal with a misunderstanding.
1 Hour
License details Credits Status
Business Mgmnt and Org for Certified Public Accountants (CPA-US) 1 CPE Approved
Business Mgmnt and Org for Chartered Professional Accountant in Canada 1 CPD Eligible
Business Mgmnt and Org for Certified Management Accountants (CMA) 1 CE Eligible
Business Mgmnt and Org for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Business Mgmnt and Org for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Business Mgmnt and Org for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
License details Credits Status
Business Mgmnt and Org for Certified Public Accountants (CPA-US) 1 CPE Approved
Business Mgmnt and Org for Chartered Professional Accountant in Canada 1 CPD Eligible
Business Mgmnt and Org for Certified Management Accountants (CMA) 1 CE Eligible
Business Mgmnt and Org for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Business Mgmnt and Org for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Business Mgmnt and Org for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
On Demand (video)
  • To define a CRM system.
  • To describe the history of CRMs.
  • To list 3 reasons why an accounting firm should use a CRM.

* Disclaimer: Before attending any course, please verify that the credit details align with your qualification requirements. This certificate is designed to help you acquire new skills and knowledge, which may or may not fulfill specific compliance criteria. While we have made every effort to ensure our courses adhere to compliance standards, we recommend reviewing the details to confirm applicability for your needs.

Instructors

Apoorv Dwivedi

Apoorv Dwivedi

CMO, Fixyr Marketing

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. 

More...
Christopher Salem

Christopher Salem

Chief Executive Officer (CEO), CRS Group Holdings, LLC

Christopher Salem is an Executive Coach, Corporate Trainer, and Professional Speaker mentors C-Suite, CPAs, Financial Advisors, Physicians, and other business leaders to build and protect their brands by raising their level of influence as trusted advisors to maximize their results.  He also works with companies to create an interdependent work environment and thriving culture through a growth mindset foundation, effective communication, transparent leadership, and higher engagement.  

His book Master Your Inner Critic / Resolve the Root Cause – Create Prosperity went international best seller in 2016. He also co-authored the recent edition to "Mastering the Art of Success" with Jack Canfield. His weekly radio show Sustainable Success is part of the Voice America Influencers Channel.  Chris is also an accomplished business & emotional intelligence strategist, award-winning author®, certified mindset expert, radio show host & media personality, and wellness advocate.

He works with organizations such as such as JP Morgan – Chase, Ralph Lauren, GE Research, UTC - Pratt & Whitney, Raytheon, Microchip Technologies, Anthem, US Census Bureau, United Healthcare, Laticrete Corporation, Hubbell Corporation, Conning & Company, Foxwoods Casino, and NYPD Forensics Department including universities such as University of Hartford, Westchester Community College, Bay Path University, Worcester State University, and spoke on overcoming limited beliefs for peak performance at Harvard University’s Faculty Club and US Senate.

More...
Cynthia Widlitze

Cynthia Widlitze

President, Adduco consulting

After more than 30 years in sales and management, Cynthia Widlitze founded Adduco Consulting.  With a passion for serving others as a sales coach, sales consultant, executive coach and professional speaker, Cynthia helps companies and individuals increase their sales.  She teaches and coaches on implementing simple, repeatable sales processes, and collaborates with her clients to create extraordinary customer experiences.

A high energy and goal-driven woman, Cynthia’s career and life experiences contribute to her ability to actively engage her audiences.  Her presentations are filled with precise, relevant and occasionally humorous, content, resulting in opening the eyes, ears, and hearts of her audiences with simple skills they can apply to their everyday lives.


More...
Stay Ahead of the Game with Jennifer Louis CPD/CPE Webinars

Jennifer Louis

President, Emergent Solutions Group LLC

Jennifer F. Louis, CPA has over 25 years of experience in designing and instructing high-quality training programs in a wide variety of technical and “soft skills” topics needed for professional and organization success. In 2003, she founded Emergent Solutions Group, LLC, where she focuses her energy on designing and delivering high-quality, practical, and engaging accounting and auditing training. She was most recently Director of Audit Product Development at Surgent Professional Education, and prior to that served as Executive Vice President/Director of Training Services at AuditWatch, Inc., a highly-respected training and audit process consulting firm. Before joining AuditWatch, Jennifer was the Financial/Operational Audit Manager at AARP. At the start of her professional career, Jennifer was an Audit Manager for Deloitte & Touche LLP, where she frequently served as a local and national instructor. Jennifer graduated summa cum laude from Marymount University with a BBA-Accounting. Besides loving life on the lake with her husband in Charlotte, NC, she enjoys hiking with her little dog Frodo Beggins, and savoring any precious moments spent with her two young adult boys.

More...
Loren Fogelman| CE/CPE/CPD Courses for CFE CMA & more

Loren Fogelman

Business Coach, Business Success Solution

Loren Fogelman is a keynote speaker and one of America’s top ranked business coaches. From 2018 to 2021, she continues to be recognized by HubSpot in its annual list of the world’s top 22 business coaches.  

She delivers talks and workshops across the United States at major conferences such as Inbound, one of the world’s most esteemed content marketing events for entrepreneurs, as well as many niche accounting conferences.  

Loren is an expert in pricing strategy and sales for accounting professionals. She coaches them to shift away from the “dollars-per-hour” pricing trap to a value-based pricing model. This allows her clients to reduce workload by as much as 50% while doubling revenues. 

She’s a regular contributor to Intuit’s Firm of the Future series, Accounting Web and the author of two Amazon best seller books: The Winning Point: How to Master the Mindset of Champions and The Success Solution: Break Through Limiting Beliefs for Business Success.  

Ready to value price your services? Discover how to double your income while working half the time. Claim your FREE RESOURCE to separate your fees from your time at https://www.businesssuccesssolution.com/value-book/. 

More...
Join now Matt Solomon CPA, CFE, CMA live webinar at myCPE

Matt Solomon

Advisor, Center for Enlightened Business

Matt Solomon, is the CEO of The Center for Enlightened Business. His company provides a system and support for the small- to medium-sized accounting firm to price, sell, and deliver high profit work. They’ve helped over 10,000 accountants grow revenue, increase profitability, and get their time back by adding tens of millions of dollars of new, leveraged business to their bottom line.

 

He is a weekly contributing author in CPA Trendlines, member of CPA consultants alliance, speaker on stages for QuickBooks and Intuit, and trainer for fortune 500 companies.

More...
Mike Clark

Mike Clark

Wealth Management Advisor, 3 AM Education

I began my career as an award-winning leader at Johnson & Johnson before transitioning into high-level financial advisory. Throughout my journey, I have successfully raised over $42 million in capital and completed my MBA, equipping me with both practical experience and advanced business knowledge.


Today, I specialize in building digital family offices for business owners, integrating their financial, tax, and legacy planning into a unified strategy. My focus is on helping clients preserve and grow their wealth through innovative, tailored solutions that address every aspect of their financial future.

More...
Rod Burylo

Rod Burylo

Manager, Pinnacle Accounting and Finance

Rod Burylo, CIM, FCSI, serves as Board Advisor and Manager of Capital Markets at Pinnacle Accounting and Finance, bringing decades of financial services leadership as CCO, CFO, and Director across diverse firms.


With over 30 years designing continuing education on business ethics and professional responsibility for CPAs, CFPs, PBAs, and IIROC professionals—as a writer, speaker, and 2004 Canadian Advisor of the Year—he authored books like The Wealthy Buddhist (2019) and earned a 2019 Financial Literacy Champion Finalist nod. Rod consults boards on governance, communications, and compliance while serving public/private companies, associations like the National Exempt Market Association, and nonprofits including the Foundation for the Advancement of Entrepreneurship.

More...
Ross Maynard

Ross Maynard

Managing Director, Ideas2Action Process Excellence Ltd

My philosophy is to inspire, challenge and support change. I have nearly 30 years’ experience as a business author and consultant. 

As a consultant, I specialise in process improvement based on the Lean philosophy. I facilitate improvement teams and provide expertise in performance measurement and management; problem solving; and process improvement. 

As well as delivering webinars for MyCPE, I develop courses and webinars for the ACCA (Association of Chartered Certified Accountants) in the UK and other specialist business and finance providers.


I live in Scotland, near Glasgow, with my wife, daughter and Cocker Spaniel.

More...
Shane Lukas

Shane Lukas

AVN - Inspiring Accountants

Shane Lukas is dedicated to transforming accounting firms into future-proof, freedom-enabling businesses that function smoothly without owner intervention. With over 27 years of experience, he and his team at AVN have helped accountants achieve impressive results, such as 40% profitable revenue growth and 33% fewer working hours within just 90 days. By implementing strategies like team empowerment, AI integration, and premium client acquisition systems, Shane ensures firms scale sustainably and owners regain true work-life balance.


Members routinely break free from being business bottlenecks, take uninterrupted holidays, and build self-running teams that manage 90% of client queries. Shane’s hands-on coaching and proven methods guide accountants through lasting, impactful transformation—enabling them to enrich both their firms and their personal lives.

More...
Ty Hendrickson

Ty Hendrickson

Consultant, Inovautus Consulting

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.


More...

Trusted by Professionals. Designed for Your Success

  • Learn from top thought leaders delivering real-world insights.
  • Programs designed to strengthen core skills.
  • Earn credits and meet regulatory requirements.
  • Stay ahead with continuously refreshed content.
All Practical Training Programs Available Only in Teams Premium Plan
certificate
certificate
certificate

Unlock Annual Access to News & CPE Subscription

Your All-in-One CPE Learning Platform

$199/Year

Silver
Select

$299/Year

Gold
Selected
All Features Included In Your Plan

15,000+ Hrs of Content

500+ Subject Areas

Mandatory Ethics Courses

250+ Compliance Packages

50+ Conferences and Events Access

Formats: Live, Audio, Video, E-Books

Audio Based Courses & Podcasts

Latest News and Articles (CPE Approved)

Monthly and Quarterly Updates

Add External Certificates with Al

Al Compliance Tracking and Report

Instant Certification and Fast Reporting

Mobile App Access (iOS and Android)

Dedicated Support System

Practical Training Programs

Al Academy Access

Get Started Today

card

Payment failed. Your card has expired, please update your card details

Your information is securely encrypted using SSL

Please Wait

While we securely retrieve your payment information.
This may take a few seconds.

Frequently Asked Questions

This program covers client relationship building, professional communication, personal branding, LinkedIn prospecting, referral strategies, niche positioning, pricing, premium-client conversations, objection handling, sales techniques, CRM use, client retention, and exceptional client service for accounting professionals.

This program helps accounting professionals communicate value more confidently, improve prospecting and sales conversations, strengthen client relationships, handle objections, refine pricing strategies, and build a more consistent approach to practice growth. It provides practical techniques that can be applied to client engagement, business development, referrals, and long-term client retention.

The Practical Training Programs is created by qualified and experienced instructors. MYCPE ONE’s Practical Training Programs includes self-study courses, most of which are delivered as on-demand videos. These self-study video courses may be recordings of live presentations converted into on-demand format.

You can complete the Programs at your own pace. There is no limit on the number of exam attempts, so if you do not pass on the first attempt, you may retake the exam without any restrictions.

After completing each Programs within this Practical Training Programs , you can download a certificate showing the course title and number of hours completed. Certificates and study records are stored for life and can be accessed at any time. These certificates serve as valid proof of continuing education credits and may also be used as an additional designation.

Once registered, you will have full access to all courses included in the Practical Training Programs . The self-study format allows you to access materials online 24/7 and study at your own pace.

As per NASBA guidelines, you have one year from the date of purchase to complete each self-study course. After completing the course, you may take the final exam at any time and receive CPE credit instantly. The exam can be retaken multiple times at no additional cost.

Each Programs requires a minimum passing score of 70% on the final exam. Multiple attempts are allowed.

Our video player tracks and stores your watch time, which is displayed in the progress bar. Do not fast forward or manually move the progress bar, as the system will not capture your watch time if you do so. You may pause and resume the video at any time, and playback will continue from where you left off.
To complete a self-study course, you must:
1. Watch the entire video (100% completion).
2. Answer all review questions correctly. Review questions are located at the bottom of the same page as the video.
3. Once the video and review questions are completed, the Final Quiz will unlock. You must score at least 70% to earn CPE credit. Multiple attempts are allowed.
4. After completing the Review and Final Quiz, you can download your certificate from the “My Certificates” section. Ensure that multiple file downloads are enabled in your browser.
5. Certificates can be downloaded individually from your account or as a consolidated certificate from the package page.


A self-study course is a recorded video. If the course is a recording of a live session, polling questions may appear on the screen. You do not need to answer these polling questions. Do not fast forward the video, as doing so may prevent the system from tracking your watch time, requiring you to rewatch the video.
To unlock the final quiz, you must complete the entire video and answer all review questions correctly. Once unlocked, you must score at least 70% on the final quiz to qualify for credit. Multiple attempts are allowed for both review and final quiz questions.
If the issue persists, please email support@my-cpe.com or contact our support team via live chat.

The evaluation form is sent within 24 hours after you pass the final quiz with a minimum score of 70%. The evaluation form is available only to attendees who remained logged in until the end of the course and answered all polling questions.

MY-CPE LLC is PCI-compliant. MYCPE ONE uses Stripe, a secure payment gateway that meets PCI-DSS compliance standards, ensuring all payment details are protected through SSL encryption. Once you have registered for a package and completed payment, refunds are not provided unless you are unable to access the courses.