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Mastering a Niche and Growing a Specialized Practice

Chris Picciurro, CPA, CFE, EA Executive officer and co-founder, Integrated Financial Group

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

Don’t miss out on rock-solid learning!