myCPE

Hands-On Training in Marketing Strategy for CPA Practices

Boost Growth with Marketing Tools for Accountants

  • Identify common marketing mistakes made by accounting firms
  • Optimize local SEO to increase visibility and leads
  • Apply referral, review, and branding best practices
  • Leverage AI and social media to drive firm growth
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All Practical Training Programs Available Only in Teams Premium Plan

Why Professionals Trust Our Practical Training Programs

  • Programs designed to build skills for more workplace efficiency.
  • Comprehensive tax training aligned with industry standards.
  • Supportive learning tools for application of knowledge.
  • Regular updates to course for staying with industry trends.
All Practical Training Programs Available Only in Teams Premium Plan
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Course Details

What You’ll learn

Success in today’s accounting world takes more than number crunching. This practical course is designed for accountants, firm owners, and marketing leads who want to grow their client base, improve visibility, and attract top talent. From branding to AI and referrals, each module focuses on simple, effective steps that fit the needs of public practice firms looking to stay competitive.

Major Topics covered

Local SEO

Employer Branding

Referral Strategies

Marketing Plans

AI in Marketing

Recommended For
  • CPAs and Public practice accountants looking to expand client reach
  • Marketing leads, admin staff, and firm owners focused on strategic growth in accounting
  • Students, career changers, and support professionals exploring marketing roles in accounting firms
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.

Course Modules

Course Title Time Total Session
1. Lead Generation for Public Practice Accountants
47 Mins 1 Session
  • Play Now - Lead Generation for Public Practice Accountants
2. Avoiding Common Marketing Mistakes in Accounting Firms
52 Mins 1 Session
  • Play Now - Avoiding Common Marketing Mistakes in Accounting Firms
3. Dominate Local Search: Mastering SEO in the Changing Landscape
50 Mins 1 Session
  • Play Now - Dominate Local Search: Mastering SEO in the Changing Landscape
4. 5 Priorities for New Marketers at Accounting Firms
47 Mins 1 Session
  • Play Now - 5 Priorities for New Marketers at Accounting Firms
5. Improve Recruitment Through Effective Employer Branding
46 Mins 1 Session
  • Play Now - Improve Recruitment Through Effective Employer Branding
6. Building a Marketing Plan for Your Accounting Practice in 7 Easy Steps
50 Mins 1 Session
  • Play Now - Building a Marketing Plan for Your Accounting Practice in 7 Easy Steps
7. Why Small Business Owners Choose Accounting Firms?
47 Mins 1 Session
  • Play Now - Why Small Business Owners Choose Accounting Firms?
8. The 7-Steps to Marketing Success for Accountants
51 Mins 1 Session
  • Play Now - The 7-Steps to Marketing Success for Accountants
9. Harnessing the Power of Reviews
49 Mins 1 Session
  • Play Now - Harnessing the Power of Reviews
10. Proven Referral Strategies for Accountants
54 Mins 1 Session
  • Play Now - Proven Referral Strategies for Accountants
11. The Artificial Intelligence (AI) for Professionals
48 Mins 1 Session
  • Play Now - The Artificial Intelligence (AI) for Professionals
12. Brand You - Social Media Networking for Accounting Professionals
49 Mins 1 Session
  • Play Now - Brand You - Social Media Networking for Accounting Professionals
13. Ask These 4 Questions to Fix Your Marketing
34 Mins 1 Session
  • Play Now - Ask These 4 Questions to Fix Your Marketing
      14. Final Quiz

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Discover Why We’re the Preferred Choice!

Insightful & Actionable

“Concise, clear, and packed with ideas I can actually use. The session on SEO alone was worth it. The real-world examples made it all click. A great reminder that marketing is part of our job too.”

Jennifer Simmons

Jennifer Simmons, CPA

Senior Tax Advisor

Game Changer for My Practice

“This course completely shifted how I approach firm growth. From client referrals to local SEO to personal branding, everything felt relevant and actionable. My favorite module was on employer branding—I hadn’t realized how much it affects recruitment and client trust. Huge thanks to myCPE for putting this together!”

Michael Reyes

Michael Reyes, EA

Tax Planning Specialist

Perfect Blend of Strategy & Simplicity

“Marketing doesn’t have to be overwhelming, and this course proves it. Each module is short but impactful. I’ve already implemented two ideas from the referral strategies module. Loved the mix of content—from social media to reviews to AI.”

Linda Cooper

Linda Cooper, CPA

Marketing Lead, Accounting Firm

A Much-Needed Resource for Small Firms

“I’ve run a small practice for 12 years, and this was exactly what we needed. The 7-step marketing plan was gold, especially for firms without a dedicated marketer. Everything was jargon-free and straightforward. I’ll be recommending this to my partners.”

Alex Barnes

Alex Barnes, CPA

Tax Partner

Practical and Powerful

“Marketing used to intimidate me, but not anymore. This course broke it down into manageable strategies that actually work in the real world. Plus, shoutout to myCPE—great layout and easy platform to navigate! 🎯”

Samantha Price

Samantha Price, JEBA

Tax Compliance Analyst

Reinforced Key Growth Strategies

“Good refresher with modern examples. The SEO tips helped me think more locally. This isn’t fluff—every topic matters if you want your practice to grow.”

Brian Whitaker

Brian Whitaker, JD

Tax Consultant

Easy to Follow & Well Structured

“I appreciated how well-organized the content was. The branding section gave me new language to use in client pitches, and the referral module had a few clever tips I hadn’t heard before.”

Olivia Jensen

Olivia Jensen, EA

Tax & Payroll Specialist

Great Investment for Career Builders

“I took this course to improve how I support our firm’s partners, and it was worth it. Discussing AI in marketing really caught my attention—it’s not just hype, it’s here. Love how myCPE keeps courses practical and future-focused. 🚀”

Marcus Young

Marcus Young, MAcc

Client Development Coordinator

Finally, a Marketing Course That Gets Us

“This wasn’t just theory—it was accounting firm–specific and filled with smart ideas. The instructor clearly understands our industry. My team walked away with strategies we’re already testing out. More courses like this, please!”

Karen Mitchell

Karen Mitchell, CPA

Firm Own

Solid Foundation for Growth-Oriented Accountants

“From branding to SEO to reviews, this was a one-stop shop. Good content, timely advice, and clean delivery. I especially liked that it didn’t try to oversell—it just delivered real value. Thanks to myCPE for making marketing finally approachable!”

James Owens

James Owens, AFSP

Tax Research Associate

Frequently Asked Questions

The course covers key areas such as local SEO for accountants, building referral networks, branding for recruitment, leveraging online reviews, creating 7-step marketing plans, social media for professionals, and using AI tools to boost firm visibility and growth.

Completing the course can lead to roles such as Marketing Coordinator, Client Specialist, Branding Strategist, Growth Consultant, and SEO Specialist. Expected salaries range from $35,000 for entry-level roles to over $92,000 in mid-senior positions depending on firm size and region.

The course emphasizes real-world application through step-by-step frameworks, sample strategies, and examples tailored specifically for accounting firms. Each module focuses on immediate implementation rather than abstract theory.

Participants benefit from expert-led instruction, downloadable resources, and real-life firm examples, all designed to connect marketing strategies with the daily challenges faced by accounting professionals.

Instructors bring deep experience in accounting firm growth, client acquisition, and digital marketing. With backgrounds in both public accounting and marketing consulting, they deliver grounded insights that blend industry know-how with actionable strategy.