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: March 23, 2024
3 Reviews (8 ratings)


Member's Profile
Interesting information. I'd like to do a comparison for my clients but not niche enough. Will think about potential ways to specialize.

Anonymous Author
The instructor presents some good information while managing to even insert a little humor. It gave me some good takeaways.

Anonymous Author
Very informative lesson for folks looking to start their own practice or pivot their existing one.

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 .
Instructor for this course
Course Syllabus
  Introduction to Niche Marketing for Your Accounting Practice: Turbocharge Your Firm Specialty with Benchmarking00:58
  Things That Make Me Go "Hmmm"5:50
  Commit to Your Niche4:32
  My Firm's Tagline7:09
  Turbo Charge Your Specialty With Benchmarking14:49
  Sample Benchmarking Reports14:12
  Productivity Metrics:9:15
  Niche Marketing for Your Accounting Practice: Turbocharge Your Firm Specialty with Benchmarking56:48
Supporting Materials
  Slides: Turbocharge Your Firm Specialty with BenchmarkingPDF
  Slides: Turbocharge Your Firm Specialty with Benchmarking Glossary/IndexPDF