Educational Webinar

Niche Marketing for Your Accounting Practice: The Benefits of Becoming a Specialist for Accountants

THIS EVENT IS IN THE PAST
Registration for this event is currently closed
2023-10-18
Wednesday 11:00 AM PDT
until
12:00 PM PDT Duration: 1 hour

Webinar Highlights

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 explains to accountants the value of becoming a specialist. According to Andrew, specializing in a niche allows an accountant to build a much deeper knowledge base in his or her area of interest and expertise, allowing that accountant to work more effectively and also provide clients, prospects and referrers with better information, advice, and strategies. 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 only those clients from industries or other niches that you actually choose to work with.


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Learning Session

  • Non-sponsored events mean you never listen to a 3rd party sales pitch – it’s all just great education
  • Expert-instructor-led learning with live Q&A
  • Based on a great course on Illumeo

Speakers

Andrew Schwartz, CPA Partner, Schwartz & Schwartz PC

Andrew D. Schwartz, C.P.A., is founder and managing partner of Schwartz & Schwartz, PC, in Woburn, MA. Since 1993, Andrew has provided tax, practice management, and basic financial planning services to healthcare professionals and their practices. Andrew is also the founder of The MDTAXES Network, a national association of CPAs that specialize in the healthcare profession

Andrew is a frequent speaker at national and area conferences (including the Yankee Dental Congress and the 2012 National Audiology Conference), medical and dental schools, and community events. He was a regular contributor to QuantiaMD’s website for medical professionals as their “Ask the Expert” columnist for tax and financial advice.

Jennifer Robbins, Webinar Manager, Illumeo

Jennifer is a marketing specialist and the webinar manager for Illumeo. She has been a part of more than 300 webinar presentations, supporting our expert presenters and Illumeo users alike. When she’s not moderating webinars, she’s creating and managing marketing content.

Objectives

After attending this event you will be able to:
  • Recognize how specializing within a niche is preferable to operating as a generalist for accountants working in today’s competitive business environment
  • Discover how to create a concise vision statement and a meaningful tagline for your firm’s specialty using examples provided in the course
  • Learn from real-life benchmarking examples created by Andrew for his niche client base

Continuing Education Information

Certified Public Accountant

Continuing Ed Credit: 1 CPE Credits
Field of Study: Accounting
CPE Delivery Method: Group-Internet
Program Location: Online

Chartered Accountant (IES8 CPD)

Continuing Ed Credit: 1 Hours
Field of Study: Accounting
CPE Delivery Method: Group-Internet
Program Location: Online

Certified Management Accountant

Continuing Ed Credit: 1 CPE Credits
Field of Study: Accounting
CPE Delivery Method: Group-Internet
Program Location: Online
Program Level: Basic
Prerequisites:
No advanced preparation or prerequisites are required for this course.

Certified Internal Auditor

Continuing Ed Credit: 1 CPE Credits
Field of Study:
Auditing and accounting
CPE Delivery Method: Group-Internet
Program Location: Online
Program Level: Basic
Prerequisites:
No advanced preparation or prerequisites are required for this course.

Certification in Risk Management Assurance

Continuing Ed Credit: 1 CPE Credits
Field of Study:
Other activities contributing to professional competence
CPE Delivery Method: Group-Internet
Program Location: Online
Program Level: Basic
Prerequisites:
No advanced preparation or prerequisites are required for this course.