Course info

In a profession where many CPAs and accountants operate as generalists, specializing within a niche can provide a huge competitive advantage.  Many firms have realized that the more focused their practices become, the more their practices grow.  Plus, clients and prospects will travel further, wait longer, and also pay higher fees to work with a specialist. 

In this course, Andrew Schwartz, CPA, has boiled down his 30+ years of experience from organically building his narrowly focused niche specialty CPA firm into an easy-to-follow 6-step Niche marketing plan for your firm’s specialty. Many course attendees will leave the session with a new excitement to commit to a niche and will realize how easy it is to build a successful firm or practice group working primarily with those clients from industries or other niches that you actually choose to work with.

According to one of Andrew’s colleagues who began building her niche CPA practice in the late 1990’s: 

“I started my tax practice with a variety of clients that I had found via community and civic associations.  I spent a lot of time trying to figure out the nuances of different occupations and businesses so that I could provide quality services to those clients.  Once I concentrated on [prospects within my niche], my practice changed for the better. By focusing on one type of client, I was able to provide services that were tailored just to that profession. My clients are relieved that I know what they are talking about when they speak in the jargon of their profession.  The have confidence in my opinion as I have solved whatever their issue is for another client already.  I am now known as an expert on issues [affecting professionals in my niche] in my geographical area and get many referrals because of this.” 

Course Key Concepts: Accountant, CPA, niche, specialist, specialty, benchmark