Instructor for this course
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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 shares how he generates meaningful industry specific benchmarking information to help clients and prospects within his niche better understand how their businesses are doing. Many viewers will leave the course with a new excitement to commit to a niche and will realize how easy it is to turbocharge their specialty by benchmarking.

Course Key Concepts: Accountant, CPA, Niche, Specialist, Specialty, Benchmark.

 

Learning Objectives

  • Recognize how specializing within a niche is preferable in today’s competitive business environment
  • Discover easy and efficient ways to benchmark
  • Identify four categories of benchmarking data
  • Learn from real-life benchmarking examples created by Andrew for his niche client base
Last updated/reviewed: November 14, 2019

2 Reviews (5 ratings)Reviews

5
Anonymous Author
The instructor presents some good information while managing to even insert a little humor. It gave me some good takeaways.
5
Anonymous Author
Very informative lesson for folks looking to start their own practice or pivot their existing one.

Prerequisites

Course Complexity: Foundational

No advanced preparation or prerequisites are required for this course.

Education Provider Information

Company:
Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact:
For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Course Syllabus
INTRODUCTION AND OVERVIEW
  00:58Introduction to Niche Marketing for Your Accounting Practice: Turbocharge Your Firm Specialty with Benchmarking
  5:51Things That Make Me Go "Hmmm"
  4:32Commit to Your Niche
  7:10My Firm's Tagline
  14:49Turbo Charge Your Specialty With Benchmarking
  14:13Sample Benchmarking Reports
  9:15Productivity Metrics:
CONTINUOUS PLAY
  56:48Niche Marketing for Your Accounting Practice: Turbocharge Your Firm Specialty with Benchmarking
Supporting Materials
  PDFSlides: Turbocharge Your Firm Specialty with Benchmarking
  PDFSlides: Turbocharge Your Firm Specialty with Benchmarking Glossary/Index
REVIEW AND TEST
  quizREVIEW QUESTIONS
 examFINAL EXAM