What K2 Enterprise does

K2 Enterprises is a private continuing professional education (CPE) provider headquartered in Hammond, Louisiana, focused on technology training for accounting and financial professionals across the United States and Canada. The company's core products are NASBA-approved CPE seminars, multi-day conferences (such as K2's New Technology Innovations Conference, Mid-Year Skills Boost, and Next-Gen Technology for Forward-Thinking Firms), on-demand self-study web-based training, and customized on-site corporate training for accounting firms. Instruction spans Excel, QuickBooks, Microsoft 365, accounting software, security, and workflow automation, delivered by a small core instructor team (Brian Tankersley, Lawrence A. "Mac" McClelland, Tommy Stephens, Stephen Yoss) with Randy Johnston as a prominent content contributor.

The underlying technology stack centers on the CPE Today event registration and learning management system at cpetoday.com, which catalogs courses, manages NASBA credit tracking, and handles attendee registration. K2 also operates a network of affiliated sites and sub-brands — including CPE Today, K2 Canada, Totally Paperless, Accounting Software World, and CPA Firm Technology — and a monthly Tech Update newsletter distributed via email, supported by an Instagram presence (@k2e_cpe) and a steady cadence of long-form articles on topics such as AI adoption for accountants, QuickBooks hosting for CAS firms, and advisory practice development.

The business model combines three revenue streams: per-seat CPE course and conference registration fees (one-time purchases), subscription-based self-study web-based training (recurring revenue), and professional services revenue from on-site corporate and group training engagements. Distribution is hybrid: a self-service catalog targeting individual professionals and SMBs, direct enterprise sales for on-site firm engagements, and cooperative delivery through partnerships with state CPA societies, associations of Chartered Accountants, and technology product vendors. The company has no disclosed institutional capital, no funding rounds, and operates as an independent, privately held entity with 11-50 employees.

Name

K2 Enterprise

Legal name

K2 Enterprises

Website

https://k2e.com

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

K2 Enterprises is a private continuing professional education (CPE) provider that delivers technology-focused seminars, conferences, self-study courses, and on-site training to accounting and financial professionals across the U.S. and Canada.

Ownership category

akta.pro rank

Product category

Continuing Professional Education (CPE) Training

NAICS

Professional and Management Development Training (611430), Computer Training (611420)

SIC

Services-Educational Services (8200)

akta.pro primary industry

Accounting, Audit & Tax (CPA/CA/ACCA CPE) (EDAAALAA)

akta.pro secondary industries

Finance, Banking & Capital Markets (EDAAAPAG), Professional Certification & Training Content Publishing (Exam Prep, CE/CPD) (MPAJACAL)

Keywords

• Continuing professional education
• Accounting technology training
• CPE seminars conferences
• Professional development courses
• On-site corporate training

Headquarters

HQ city

Hammond

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Technology or R&D, Others

Revenue model

1. CPE Course Registration: Revenue generated from professional registration fees for continuing education courses, seminars, and conferences offering CPE credits for CPAs and accounting professionals.
2. Self-Study Web-Based Training: On-demand web-based training programs allowing professionals to complete CPE requirements at their own pace.
3. Corporate and Group On-Site Training: Customized on-site technology training delivered to accounting firms and organizations, providing tailored learning experiences for team skill development.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

K2 Enterprises produces and delivers technology-focused continuing professional education (CPE) courses, live seminars, and multi-day conferences for accounting and financial professionals. Training is offered across formats — live instructor-led seminars and conferences, on-demand web-based self-study courses, and customized on-site corporate training — and covers topics such as Microsoft Excel, QuickBooks, Microsoft 365, accounting software, security, and workflow automation. Course registration and CPE credit tracking are delivered through the affiliated CPE Today platform (cpetoday.com).

Product overview

K2 Enterprises is a continuing professional education (CPE) provider for accounting and financial professionals, offering technology-focused training across multiple delivery formats. The core offerings include a Course Catalog of CPE courses, Self-Study Training (web-based on-demand courses), live Seminars, and Conferences. Additional offerings include Corporate & Group Training (on-site customized training), the K2 Tech Update Newsletter (monthly technology news), Tech Tips (free instructional content), and Articles (educational blog posts). The company operates through its affiliated site CPE Today for event registration and course delivery.

Differentiator

Problem solved

Functional benefit

Brands

• K2 Tech Update: Monthly technology update newsletter covering accounting and finance technology news
• CPE Today
• K2 Canada

Products and services

• Course Catalog An online catalog of continuing professional education (CPE) courses for accounting and financial professionals covering technology topics including Excel, QuickBooks, Microsoft Office, security, and accounting software.
• Self-Study Web-Based Training On-demand CPE courses that allow accounting and financial professionals to complete continuing education at their own pace via web-based training modules.
• Seminars Live instructor-led seminar sessions providing hands-on technology training for business professionals, covering topics such as Excel techniques, analytics, productivity tools, accounting software, and workflow automation.
• Conferences Multi-day technology-focused conferences for accounting and financial professionals, including events such as K2's New Technology Innovations Conference, Mid-Year Skills Boost: Tech Refresh & Efficiency Week, and Next-Gen Technology for Forward-Thinking Firms.
• Corporate & Group Training (On-Site Training) Customized on-site technology training delivered at client locations for accounting firms and business organizations, providing tailored learning experiences for team skill development.

Quantifiable outcome

• Attendees report high satisfaction with technology and productivity skills improvement courses.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Four partnerships are on record, tiered core and minor.

• State CPA SocietiescoreStrategic or Co-development PartnerK2 Enterprises works cooperatively with state CPA societies to deliver technology-focused CPE courses and seminars to accounting professionals in various jurisdictions.
• Associations of Chartered AccountantscoreStrategic or Co-development PartnerK2 Enterprises partners with associations of Chartered Accountants to provide continuing professional education and training programs.
• Thomson ReutersminorStrategic or Co-development PartnerK2 Enterprises references Thomson Reuters solutions including Ready to Advise (AI-powered tax planning) and Practice Forward (advisory practice framework) as recommended platforms for firms looking to scale advisory services.
• CPE TodaycoreTechnology or IntegrationCPE Today is K2's affiliated course catalog and event registration platform (cpetoday.com), providing the infrastructure for course delivery and CPE credit tracking.

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

Direct peers

• Surgent: Surgent is one of the largest dedicated CPE-for-accountants providers, offering live, on-demand, and self-study CPE courses across the same NASBA fields. It overlaps directly with K2's core catalog, multi-format delivery, and CPA-targeted learner base.
• CPAacademy.com: CPAacademy.com is an online CPE marketplace targeted at accounting professionals with webcasts and self-study courses. It competes directly for K2's individual-practitioner segment in the same NASBA-approved credit categories.
• SelfStudyCPE: SelfStudyCPE offers on-demand CPE courses for CPAs focused on self-paced, web-based delivery — directly overlapping with K2's self-study/web-based training stream.
• CPE Link: CPE Link provides live and on-demand CPE webinars and self-study courses for accounting and finance professionals, competing head-to-head with K2 on format and audience.
• AccountingEd: AccountingEd is a CPE catalog and event platform serving accounting professionals, competing with K2's Course Catalog and CPE Today destination through similar self-study and live-event offerings.

Broad incumbents

• Becker Professional Education: Becker is a large-scale education provider covering CPA exam prep and continuing education. As a broader incumbent it overlaps with K2 in CPE for accountants while also operating adjacent exam-preparation services.
• AICPA: The AICPA is the U.S. national CPA association, offering its own extensive CPE catalog to its membership. As the standards-setter and largest membership body, it competes broadly in CPE distribution while also shaping the regulatory regime K2 depends on.
• Wolters Kluwer (CCH): Wolters Kluwer's CCH and ProSystem fx lines deliver professional tax and accounting content with bundled training and CPE, overlapping K2's high-end tax and accounting-software content verticals as part of a much broader compliance portfolio.
• Thomson Reuters (Tax & Accounting): Thomson Reuters provides tax/accounting software and professional content including training, and is named as a referenced partner by K2. Its Checkpoint and Practice Forward platforms offer advisory and CPE-adjacent education to overlapping accounting-firm customers.
• Intuit (QuickBooks Training): Intuit offers free and low-cost QuickBooks and accounting workflow training to accountants and bookkeepers — directly overlapping K2's QuickBooks and CAS-focused content and competing for the same CPE-eligible learning time.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Instagraminstagram.com/k2e_cpe
• Xx.com/K2Delivers
• Facebookfacebook.com/273294506124851
• LinkedInlinkedin.com/company/433682

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Subsidiaries5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about K2 Enterprise