Mastering a Niche and Growing a Specialized Practice
Chris Picciurro, CPA, CFE, EA
Executive officer and co-founder, Integrated Financial Group
1 CPE for CPA
Overview
This session guides tax professionals in identifying and dominating a niche. Attendees will learn to evaluate niches to determine if they align with their expertise. From there, they’ll learn how to implement strategies to become an expert through marketing and branding their specialized services.
Objectives
Upon completion of this session, you will be able to:
- Identify a profitable niche based on market needs and professional expertise
- Develop a customized marketing strategy to attract niche clients
- Create specialized service offerings and expertise
- Establish long-term client relationships and build a strong referral network
CPE
| Governing body | CPE credits | Designation | Field of study |
|---|---|---|---|
| IRS | 0 | AFSP | Federal Tax Law Topic |
| IRS | 0 | EA | Federal Tax Law Topic |
| NASBA | 1 | CPA | Business Mgmt & Organization |
| CTEC | 0 | CRTP | Federal Tax Law Topic |
| CFP Board | 0 | CFP® | N/A |
Details
Duration: 50 minutes
Course level: Overview
Prerequisite: N/A
Advanced preparation: None
Delivery method: Group Live