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Guide To Business Development For CPAs At A Start-Up

Designed by a Forbes Top 30 Under 30 Entrepreneur. Master the function of business developm...

Created byAndrew Dumont
IntermediateUpdated Oct 30, 2019

What You'll Learn

  • check_circleDifferentiate between sales and business development
  • check_circlePosition business development as a marketing function
  • check_circleIdentify and evaluate scalable partnership opportunities
  • check_circleUnderstand the structure and strategy of business development
  • check_circleLeverage existing partner ecosystems
  • check_circleDevelop a value proposition for partners

About This Course

Designed by a Forbes Top 30 Under 30 Entrepreneur. Master the function of business development in this practical, content-rich, and hands-on training course. Business development, both in the context of startups and large organizations, is exploding, yet it’s something that is rarely covered in a holistic manner. By Andrew Dumont, Former CMO at Bit.ly.

This course clears up the common confusion between sales and business development by diving deep into the unique value and purpose of business development. You’ll learn how it functions as a strategic marketing discipline, why scalability is its secret weapon, and how to structure a business development approach that works—especially in fast-growing startups. Whether you're looking to grow through partnerships or expand your market reach, this course equips you with actionable insights and frameworks to think like a high-performing business development leader.

Course Content

4 activities • 19 videos • duration: 1h 28m

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Section 1/Introduction-Part14 videos • 12 min
  • videocam1. Introduction and Objectives
    Duration 1:26
  • videocam2. The Difference Between Business Development and Sales
    Duration 3:26
  • videocam3. What is Business Development_
    Duration 4:15
  • videocam4. Laying the Groundwork
    Duration 3:04
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Section 2/Building a Base - The Soft Skills Required-Part16 videos • 28 min
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Section 3/The Nitty Gritty Goal Setting to Closing the Deal-Part16 videos • 34 min
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Section 4/Tools, Tips, and Summary-Part13 videos • 14 min

Your Instructor

Andrew Dumont

Startup Founder, Marketer and Mentor

menu_book1 courses
star609 reviews

Andrew is the former CMO at Bitly and Director of Business Development at Moz. He's worked across all areas of the customer acquisition funnel, from awareness through retention, with a heavy emphasis on SaaS and consumer internet. In previous lives, Andrew held similar roles at Seesmic (acquired by Hootsuite) and Tatango, and co-founded Stride (acquired by Crazy Egg) while working at Moz. Andrew’s work has been routinely recognized across an array of technology blogs like TechCrunch and Mashable, he’s a frequent mentor at groups like Startup Weekend and Techstars, and was named to the Forbes 30 under 30 list in 2014. Andrew holds a BA in Marketing and received his executive education from Stanford University. For more on Andrew, you can read his personal blog or follow him on Twitter at @AndrewDumont.

Credit Information

Is this course eligible for my CPD requirements as a Canadian CPA?

Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.

Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.

What Students Are Saying

4.4 out of 5
Student's Choice
609 reviews
  • HC
    Herman C.
    starstarstarstarstar

    Good overview for CPAs looking to join startups or tech companies with a potential career change in mind.

  • DC
    David C.
    starstarstarstarstar

    insightful

  • JT
    Jonathan T.
    starstarstarstarstar

    Good info. This is new to me and most helpful.

  • KH
    Ken H.
    starstarstarstarstar

    This course provides ideas for skill sets related to development, which I lack because I am a typical CPA. Unfortunately I could not sell water to a duck. This course is very helpful with good material and great ideas.

Frequently Asked Questions

We are a registered provider with 300+ associations and regulatory bodies worldwide. We operate across 27 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

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