MYCPE ONE

Marketing Metrics Every CPA Firm Should Track

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Conference Overview

Effective marketing requires measuring the right activities and outcomes, yet many CPA firms either track nothing or focus on vanity metrics that don't reflect actual business impact. This webinar identifies the essential marketing metrics that accounting firms should monitor to understand what's working, where to invest resources, and how marketing efforts contribute to firm growth. Learn how to establish practical measurement systems that provide actionable insights without requiring sophisticated tools or excessive time investment.  

Major Topics:

  • Marketing metrics fundamentals: distinguishing between vanity metrics and meaningful indicators
  • Website metrics: traffic, sources, behavior patterns, and conversion rates
  • SEO performance indicators: rankings, organic traffic, and visibility trends
  • Content engagement: which articles, resources, and pages resonate with your audience
  • Email marketing metrics: open rates, click-through rates, and engagement patterns
  • Social media measurement: focusing on meaningful engagement rather than follower counts
  • Lead generation tracking: inquiry volume, quality, and source attribution
  • Conversion metrics: how website visitors and inquiries become clients
  • Client acquisition cost: understanding what you invest to gain new clients
  • Return on marketing investment: connecting spending to business outcomes
  • Setting benchmarks: understanding what good performance looks like for your firm
  • Creating simple dashboards: organizing key metrics for regular review
  • Using data for decisions: how metrics should inform strategy and resource allocation
  • Common measurement mistakes and how to avoid them

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Continuing Education Credits

The sessions of the conference qualifies for

Qualification Credits Subject Area
CPA (US) 1 Communications and Marketing
CPA in Canada 1 Communication
ACCA 1 All
CA - ICAEW 1 All
CA - Scotland 1 All
CA - Ireland 1 All
CPA - Ireland 1 All

Sessions

Nov 4th, 2026

Speakers:
Speaker Name
Apoorv Dwivedi


CMO, Fixyr Marketing

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Speaker Name
Priyanka Sharma

VP Of Marketing
MYCPE ONE

Effective marketing requires measuring the right activities and outcomes, yet many CPA firms either track nothing or focus on vanity metrics that don't reflect actual business impact. This webinar identifies the essential marketing metrics that accounting firms should monitor to understand what's working, where to invest resources, and how marketing efforts contribute to firm growth. Learn how to establish practical measurement systems that provide actionable insights without requiring sophisticated tools or excessive time investment.  

Major Topics:

  • Marketing metrics fundamentals: distinguishing between vanity metrics and meaningful indicators
  • Website metrics: traffic, sources, behavior patterns, and conversion rates
  • SEO performance indicators: rankings, organic traffic, and visibility trends
  • Content engagement: which articles, resources, and pages resonate with your audience
  • Email marketing metrics: open rates, click-through rates, and engagement patterns
  • Social media measurement: focusing on meaningful engagement rather than follower counts
  • Lead generation tracking: inquiry volume, quality, and source attribution
  • Conversion metrics: how website visitors and inquiries become clients
  • Client acquisition cost: understanding what you invest to gain new clients
  • Return on marketing investment: connecting spending to business outcomes
  • Setting benchmarks: understanding what good performance looks like for your firm
  • Creating simple dashboards: organizing key metrics for regular review
  • Using data for decisions: how metrics should inform strategy and resource allocation
  • Common measurement mistakes and how to avoid them

Learning Objectives

  • Informed Decision-Making: Base marketing choices on data rather than assumptions.
  • Resource Allocation: Understand where to invest time and budget for best results.
  • Identify What Works: Recognize and double down on effective activities.
  • Eliminate Waste: Stop investing in tactics that don't deliver results.
  • Demonstrate Value: Show how marketing contributes to firm growth.
  • Practical Systems: Implement measurement without excessive complexity.
  • Focus Attention: Track what matters rather than getting lost in meaningless numbers.
  • Continuous Improvement: Use metrics to refine and optimize your marketing over time.

Qualifies For

License details Credits Status
Communication for Chartered Professional Accountant in Canada 1 CPD Eligible
Communications and Marketing for Certified Public Accountants (CPA-US) 1 CPE Approved
Chartered Accountant - ICAEW 1 CPD Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible

Other Details

Subject Area

Communications and Marketing

Course Level

Intermediate

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

Session Speakers

Apoorv Dwivedi
Apoorv Dwivedi


CMO, Fixyr Marketing

Nov 4th, 2026

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Priyanka Sharma
Priyanka Sharma

VP Of Marketing
MYCPE ONE

Nov 4th, 2026

View More

Frequently Asked Questions

Virtual conference with MYCPE ONE is enveloped around a theme or subject or driven towards a particular audience, and is designed to be more collaborative; with a tremendously interactive agenda, panel discussions, and gives an option to all participants being able to turn their web cameras on and participate more actively. Virtual conference offers multiple sessions over a longer time frame of more than 8 hours. Virtual conferences help build a community or initiate networking opportunities.

MYCPE ONE is seamlessly integrated with ZOOM for conducting continuing education events. Please ensure that you check the system requirements before the event starts. The system requirements are :

  • An internet connection – broadband wired or wireless (3G or 4G/LTE)
  • Speakers and a microphone (required in case of interactive sessions) – Built-in, USB plug-in, or wireless Bluetooth
  • A webcam or HD webcam - built-in, USB plug-in (required in case of interactive sessions)
  • CLICK HERE to view the System Requirements for Zoom.

There is an official break scheduled for this workshop/events. Other than the scheduled break, the in-session breaks shall be available at discretion of the speaker.

The MYCPE ONE virtual events are designed to impart education around a specific theme or subject from a basic to an advanced level, which is why we do not recommend you to leave the event in between. However, if you had to leave the event because of some unforeseen circumstances, you would be granted the credits for the sessions that you attended completely and wherein you answered all the polling questions.

The recording of the event can be made available to you, on request. You can reach out to us at support@my-cpe.com or can also let us know through live chat support if you need a recording for this event. However, the recording shall not be available for Continuing Education Credits.


During every conference the chat panel shall always be open. You can mention the issue faced by you in the chat panel and our moderator will take it up for resolution shortly. You can also reach out to our support team in the live chat support or at support@my-cpe.com



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