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Growth & Marketing Strategies for Small Firms

How to grow small to medium firms by understanding marketing differentiation and how to position your services for the greatest profit.

Created byTyra Hendrickson, CPA
IntermediateUpdated Mar 4, 2025

What You'll Learn

  • check_circleHow to create a clear message
  • check_circleHow to determine your value
  • check_circleHow to determine your ideal client
  • check_circleHow to solve your client's need using a persona
  • check_circleHow to build loyalty through client service

About This Course

In this course, small firms will learn what it takes to compete in the market and grow a profitable practice. The course explores: *How to stand out in a crowded market *How to identify your ideal client and determine your value *How to solve your client's needs *How to build client loyalty through exceptional client service Field of Study: Communications and Marketing

Course Content

6 activities • 10 videos • duration: 56m

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Create a Clear Message-Part12 videos • 12 min
  • videocam1- Course Agenda & Objectives
    Duration 3:11
  • videocam2 - Cutting Through The Noise
    Duration 9:13
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Determine Your Value-Part12 videos • 16 min
add
Solve Your Clients' Needs-Part12 videos • 11 min
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Build Client Loyalty-Part14 videos • 16 min
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Review Questions-Part11 quiz
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Final Exam-Part11 quiz

Your Instructor

Tyra Hendrickson, CPA

CPA and Sales Evangelist

menu_book18 courses
star897 reviews

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.

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

4.9 out of 5
Student's Choice
17 reviews
  • AN
    Amany N.
    starstarstarstarstar

    Interesting course thank you

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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