myCPE
myCPE

Why Small Business Owners Choose Accounting Firms? 1 Credit

Jan 16, 2025, 10:00 AM ET

Why Small Business Owners Choose Accounting Firms? 1 Credit

  • Rating

    4.6
  • Published on

    January, 2025
  • Subject Area

    Business Mgmnt and Org

Select your learning mode

  • 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
Jan 16, 2025, 10:00 AM ET

Learning Objective

  • Identify the primary factors small business owners consider when choosing an accounting firm.
  • Explain the importance of trust, expertise, and personalized service in client decisions.
  • Learn practical strategies to market your accounting services to small business owners.
  • Develop client relationships that foster long-term loyalty and satisfaction.
  • Enhance your firm’s value proposition to stand out in a competitive market.

Course Overview

Have you ever wondered what drives small business owners to choose one accounting firm over another?

In this CPE Course, we delve into the essential factors that influence these critical decisions. This course is designed to provide accounting professionals with a deep understanding of the priorities and preferences of small business clients.

Through an engaging exploration of client needs, you'll discover what truly matters to small business owners when selecting an accounting partner. We will examine key considerations such as trust, expertise, and personalized service, offering insights into how to tailor your offerings to meet these demands effectively. By aligning your services with client expectations, you can position your firm as the go-to choice for small business clients.

Moreover, the webinar will equip you with practical marketing strategies to attract and retain small business clients. Learn how to craft compelling messages and develop strategies that resonate with this target audience, ultimately helping you grow your client base and enhance your firm's reputation. Don’t miss this opportunity to gain valuable knowledge and take actionable steps toward attracting more and better clients.

Key topics:

  • Client Trust Building
  • Tailoring Services Effectively
  • Marketing for Retention
  • Understanding Client Priorities

For more CPE Business Management Courses, Click here.

On Demand Credits for All Qualifications

Nano Credits for All Qualifications

On Demand Credits for All Qualifications

Live Webinar Credits for All Qualifications

License details Credits Status
Certified Public Accountants (CPA-US) 1 CPE Approved
BusIness Management & Organization for CPA in Canada 1 CPD Eligible
Business Management for Certified Management Accountants (CMA) 1 CPE Eligible
BusIness Management & Organization for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
BusIness Management & Organization for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
BusIness Management & Organization for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
License details Credits Status
Certified Public Accountants (CPA-US) 1 CPE Approved
BusIness Management & Organization for CPA in Canada 1 CPD Eligible
Business Management for Certified Management Accountants (CMA) 1 CPE Eligible
BusIness Management & Organization for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
BusIness Management & Organization for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
BusIness Management & Organization for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
License details Credits Status
Certified Public Accountants (CPA-US) 1 CPE Approved
BusIness Management & Organization for CPA in Canada 1 CPD Eligible
Business Management for Certified Management Accountants (CMA) 1 CPE Eligible
BusIness Management & Organization for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
BusIness Management & Organization for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
BusIness Management & Organization for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
License details Credits Status
Certified Public Accountants (CPA-US) 1 CPE Approved
CPA in Canada 1 CPD Eligible
Business Management for Certified Management Accountants (CMA) 1 CPE Eligible
Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible

Additional Information

Credit

1

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.

Step into the world of CPA CPE courses with MYCPE ONE, where earning your credits is simple and stress-free. Our expert-led online courses cover a variety of topics tailored to your professional needs. With flexible scheduling and the freedom to learn at your own pace, you can leave traditional learning methods behind. Start your journey today and take a confident step toward achieving your professional growth and career goals!

About Instructor

Apoorv Dwivedi
Apoorv Dwivedi

President & Strategic Marketing Advisor, FIXYR

  • 4.6
  • rating
  • rating
  • rating
  • rating
  • rating

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. 

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.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars approved by NASBA and other regulatory bodies?

Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.

What are the requirements to maintain compliance with live webinar courses?

To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.

How can I access my webinar completion certificates?

After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your 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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LL

Les Les@fredericktaxcpa.com, CPA (US)
4

Really good basic information. Nothing that I had not thought of but was really good to be reminded of. Organization made it easy to digest.

WDGI

William D Griffith Iii, CPA (US)
4

Interesting topic to grow firm.

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Inclusions
  • Multiple Credits
    Multiple Credits

    Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.

  • Certifications & Reporting
    Certifications & Reporting

    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 - fastest in the industry.

  • Credit Tracker
    Credit Tracker

    Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.

  • Certificate Vault
    Certificate Vault

    Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.

  • Compliance Reminders
    Compliance Reminders

    Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.

  • Mobile App Access
    Mobile App Access

    The myCPE Mobile App allows you to learn on the go, providing access to educational content on Android and Apple iOS devices. You can learn anytime and anywhere, making it convenient for busy schedules.

  • Live Support
    Live Support

    Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.

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