Surgent McCoy CPE

What Surgent McCoy CPE does

Surgent McCoy CPE (legally Surgent Accounting & Financial Education) is a U.S.-based, privately held provider of online continuing professional education (CPE), founded in 1985 and headquartered in Radnor, Pennsylvania. The company delivers the industry's largest CPE library—over 10,000 credits—through four primary formats: live webinars offered daily across all U.S. time zones, on-demand webcasts, downloadable self-study text, and an interactive course format. Its technology stack centers on a learning management system with adaptive learning technology embedded in the Surgent CPA Review course, which personalizes study paths to reduce time-to-pass for CPA candidates. The company is accredited by NASBA, the IRS, the CFP Board, and CTEC, making its credits broadly accepted for license maintenance across multiple professional designations.

The business operates a hybrid go-to-market combining product-led growth and enterprise field sales. Individual CPAs, EAs, tax preparers, corporate finance professionals, and CPA candidates purchase directly through the e-commerce website via three annual subscription tiers—Unlimited PLUS, Unlimited Webinars, and Unlimited Self-Study—plus individual courses and specialized certificate programs (Agentic AI Series, Data Analytics, Fraud Fundamentals, Microsoft Excel, Not-for-Profit A&A, Tax Engagement Letters, Enrolled Agent CE, Yellow Book, AFSP, and Audit Skills). On the enterprise side, a dedicated firm division targets top accounting firms with firm-wide subscriptions and customized training, while channel partnerships with State Societies of CPAs and educational institutions provide additional distribution reach. Pricing is publicly disclosed with promotional discounts (e.g., a 30% sitewide Summer 2026 promotion), and revenue is generated through recurring annual subscriptions, individual course sales, and enterprise contracts. The company employs 101–250 people, supports a U.S.-only operating footprint, and maintains an active digital marketing presence across email, blog, LinkedIn, Facebook, Instagram, X, and YouTube.

Name

Surgent McCoy CPE

Legal name

Surgent Accounting & Financial Education

Website

https://cpenow.com

Company type

Private

Founded year

1985

Operating status

Operating

Headcount range

51–100 employees

Short description

Surgent McCoy CPE is a U.S. provider of online continuing professional education, offering 10,000+ CPE courses and subscriptions to CPAs, accounting firms, EAs, tax preparers, and corporate finance professionals, with accreditations from NASBA, IRS, CFP Board, and CTEC.

Ownership category

akta.pro rank

Product category

Continuing Professional Education

NAICS

Professional and Management Development Training (611430), Educational Support Services (61171), Exam Preparation and Tutoring (611691)

SIC

Services-Educational Services (8200)

akta.pro primary industry

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

akta.pro secondary industries

Financial Services & Insurance (FINRA, CFP, IAR, Insurance CE) (EDAAALAJ), Continuing Education (CE/CPD) & Provider Accreditation Bodies (EDADACAF), Professional Certification & Training Content Publishing (Exam Prep, CE/CPD) (MPAJACAL)

Keywords

• Continuing professional education
• CPA exam review
• Professional certification courses
• Accounting professional training
• Tax continuing education

Headquarters

HQ city

Radnor

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Subscription Packages: Recurring subscription revenue from Unlimited PLUS, Unlimited Webinars, and Unlimited Self-Study packages providing unlimited access to CPE content library
2. Individual Course Sales: One-time purchase revenue from individual CPE courses, including live webinars, on-demand webcasts, and self-study text products
3. Certificate Programs: Specialized certificate programs including Agentic AI Series, Data Analytics, Fraud Fundamentals, Microsoft Excel, and Not-for-Profit A&A offered as premium educational tracks

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels5 records

Core offering

Surgent McCoy CPE delivers online continuing professional education (CPE) courses and subscriptions for licensed CPAs, Enrolled Agents, tax preparers, and CPA candidates. The platform offers more than 10,000 CPE credits across live webinars, on-demand webcasts, self-study text, and interactive course formats, supplemented by certificate programs and a CPA exam review course with adaptive learning technology. Revenue is generated through recurring subscription packages, individual course purchases, and enterprise agreements with accounting firms and state CPA societies.

Product overview

Surgent CPE is a comprehensive Continuing Professional Education platform offering multiple subscription tiers (Unlimited PLUS, Unlimited Webinars, Unlimited Self-Study) alongside individual certificate programs including Agentic AI Series, Data Analytics, Fraud Fundamentals, Microsoft Excel, Not-for-Profit A&A, Tax Engagement Letters, Enrolled Agent CE, and Yellow Book. The platform delivers courses through diverse formats including Live Webinars, On-Demand Webcasts, Self-Study Text, and Interactive modules. With a catalog of 10,000+ CPE credits, it serves CPAs, accounting firms, corporate professionals, EAs, tax preparers, and CPA candidates through packages like AFSP, Audit Skills Training, and CPA Exam Review with adaptive learning technology.

Differentiator

Problem solved

Functional benefit

Brands

• Surgent CPA Review: CPA Exam Review course with adaptive learning technology
• Unlimited PLUS
• Unlimited Webinars
• Unlimited Self-Study
• Agentic AI Series

Products and services

• Unlimited PLUS Subscription Premium annual subscription providing unlimited flexibility and advanced resources with access to thousands of CPE credits across all formats, intended for professionals who want maximum coverage.
• Unlimited Webinars Subscription Annual subscription giving unlimited access to Surgent's live webinar CPE courses for professional development and license compliance.
• Unlimited Self-Study Subscription Annual subscription providing unlimited on-demand access to self-study CPE courses in downloadable PDF/textbook and on-demand webcast formats for flexible learning.
• CPA Exam Review CPA exam preparation course with adaptive learning technology designed to shorten study time through personalized learning paths for candidates pursuing CPA certification.
• Agentic AI Certificate Series Five-module on-demand CPE certificate program teaching practical agentic AI skills for accounting, audit, tax and finance professionals, awarding a Credly badge upon completion.
• Data Analytics Certificate Certificate program covering data analytics skills tailored for accounting and finance professionals.
• Fraud Fundamentals Certificate Certificate program covering the fundamentals of fraud detection and prevention in accounting.
• Microsoft Excel Certificate Certificate program covering Microsoft Excel skills applied to accounting work.
• Not-for-Profit A&A Certificate Certificate program covering accounting and auditing for not-for-profit organizations.
• Tax Engagement Letters CPE certificate program covering tax engagement letters and related client documentation.
• Enrolled Agent CE Continuing education package for Enrolled Agents requiring CE credits for license renewal.
• Yellow Book CPE Package CPE program covering Yellow Book (government auditing standards) requirements for auditors of government entities.
• AFSP (Annual Filing Season Program) Annual Filing Season Program package designed for tax preparers seeking PTIN renewal and AFSP certification.
• Audit Skills Training Comprehensive audit skills training package covering practical audit skills for accounting professionals.
• One Big Beautiful Bill Act CPE Series Tax law update CPE series covering the One Big Beautiful Bill Act (OBBBA), helping professionals understand the new legislation.

Quantifiable outcome

• 10,000+ CPE credits available
• +1 more outcomes

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability1 record

Feature2 records

Partnerships

Three partnerships are on record, tiered core and minor.

• State Societies of CPAscoreChannel Partner/ Reseller/ DistributorSurgent partners with state societies of CPAs throughout the country, offering localized CPE programs and professional development opportunities through state-level CPA organizations
• Top Accounting FirmscoreChannel Partner/ Reseller/ DistributorStrategic partnerships with leading accounting firms providing firm-wide CPE solutions, custom training packages, and enterprise subscription services
• Educational InstitutionsminorStrategic or Co-development PartnerCollaboration with educational institutions throughout the country for CPE delivery and professional education programs

Scale indicators3 records

Recent moves6 records

Expansion highlights6 records

Emerging players

• Fast Forward Academy: Fast Forward Academy delivers EA, AFSP, and tax-focused CPE courses to enrolled agents and tax preparers, directly overlapping Surgent's tax preparer / EA continuing education segment.

Direct peers

• Roger CPA Review: Roger CPA Review is a prominent US CPA exam prep provider that has expanded into CPE, competing with Surgent for both candidates and licensed CPAs seeking continuing education.
• Gleim Accounting & CPA Review: Gleim provides CPA exam review, CMA, CIA, and CPE materials, directly overlapping Surgent's adaptive CPA review and self-study CPE offerings for accounting professionals.
• Becker Professional Education: Becker is the leading US provider of CPA Exam Review and CPE for accounting and finance professionals, directly competing with Surgent on both CPA prep (with adaptive learning) and continuing education subscriptions.
• Wiley CPA Review (Wiley Efficient Learning): Wiley's Efficient Learning platform offers CPA Review and CPE courses to accounting candidates and professionals, making it a direct peer on exam prep and continuing professional education content.
• Yaeger CPA Review: Yaeger is a smaller but established CPA exam prep provider that also sells CPE courses, competing with Surgent in both candidate and licensed-CPA segments.

Broad incumbents

• Thomson Reuters (Checkpoint Learning / Tax & Accounting CPE): Thomson Reuters' tax, audit, and accounting professional services include CPE and learning content for firms and practitioners, making it a broad incumbent competitor to Surgent's enterprise CPE business.
• Wolters Kluwer (CCH Learning): Wolters Kluwer's CCH learning and tax publication offerings include CPE and professional development for accountants and tax preparers, overlapping Surgent's professional subscription and certification content.
• AICPA (Association of International CPAs) - CPE & Learning: The AICPA offers its own CPE catalog and member-discounted learning, competing with Surgent as the established incumbent in CPA continuing education and credentialing content.

Others

• NASBA (National Registry of CPE Sponsors / QAS Self-Study): NASBA operates the QAS self-study registry and standardizes CPE sponsor quality, acting as the governing accreditation body for Surgent's CPE offerings and adjacent to its business model as the rule-setter for the category.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/SurgentAFE
• YouTubeyoutube.com/@SurgentLearning
• Facebookfacebook.com/SurgentAFE
• LinkedInlinkedin.com/company/surgent-accounting-and-financial-education
• Instagraminstagram.com/surgentafe

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

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 Surgent McCoy CPE