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Niche Strategy: Grow Your Bottom Line with High Value Clients

  • Accountant
  • CPA (CA)
  • CMA
  • CPA (US)
  • CWS

Published: October, 2021

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Before starting this self study program, please go through the instructional document.

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description


  • Reason marketing strategies fail to deliver results
    5 mins
  • Determine your ideal client
    15 mins
  • Critical Questions
    24 mins
  • A random sample of accounting websites
    31 mins
  • Connect the dots
    40 mins

Course Description

To niche or not to niche? Accounting professionals frequently wrestle with this decision.

With cloud accounting clients no longer simply search for a local firm. Instead, they now seek accounting professionals who will expertly resolve their specific business needs. 

As your firm continues to grow, you realize consultative services will make an even greater contribution to your clients. A niche strategy elegantly expands your services beyond the fundamentals and grows your bank account.  

In order to compete in the accounting profession in the new century, firms must focus their energies on building industry and service specializations, or niches. The evidence is clear. Two-thirds of Accounting Today’s 2021 Top 100 Firms cited industry specializations as an area in which their firms are increasing business. Client survey results tell us that industry knowledge is one of the main reasons why prospects select a CPA firm. Industry specialization has been cited as a factor of local firms’ ability to survive and prosper.

This singular move is liberating. A niche defines exactly where to focus your energy, time, and resources for optimal results.  

The many benefits of niche include:

  • High profitability.
  • Services that are of high value to clients
  • More easily identified prospects
  • Work that is not seasonal
  • Niche services lend prestige to your practice.

If you’re ready to attract high-value clients who seek you out, then this online CPE course is for you.

This Online Business Management CPE Webinar would be answering those pertinent questions and would also be highlighting the following key topics:

  • Niches-Why Niches?
  • Differentiation is difficult, Niches are achievable
  • Requisites to build a profitable and scalable Niche practice

Learning Objectives

  • To identify the secret to effectively communicate your value. 
  • To determine a profitable niche that’s an ideal fit for your firm. 
  • To define 5 actions to attract high value clients who respect your expertise.

Recommended For

  • This online CPE webinar is recommended for practicing CPAs desiring to start niche practices.
  • This Online CPD webinar is recommended for CPAs in Canada who wants to support their clients identify and excel in their niche practices. 

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Practice Owners
  • Certified Public Accountant (CPA)
  • Chartered Professional Accountant
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Staff of Accounting Firm
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 CPD Credit of Business Management and Organization for Chartered Professional Accountant (CPA Canada)
  • 1 CPE Credit of Business Management and Organization for Certified Public Accountants (CPA-US)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 General Credit of Business Management and Organization for Accountant/Bookkeeper/Tax Professionals
  • 1 CPE Credit of Business Management and Organization for Certified Management Accountants (CMA)

Additional details

  • Course Level :
  • Credits :
  • Instructional Method :
    QAS Self Study
  • Pre-requisites :
  • Advance Preparation :


MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:


About Presenter

Loren Fogelman

Co-Host, Business Success Solution

Loren Fogelman is a keynote speaker and one of America’s top ranked business coaches. From 2018 to 2021, she continues to be recognized by HubSpot in its annual list of the world’s top 22 business coaches.  

She delivers talks and workshops across the United States at major conferences such as Inbound, one of the world’s most esteemed content marketing events for entrepreneurs, as well as many niche accounting conferences.  

Loren is an expert in pricing strategy and sales for accounting professionals. She coaches them to shift away from the “dollars-per-hour” pricing trap to a value-based pricing model. This allows her clients to reduce workload by as much as 50% while doubling revenues. 

She’s a regular contributor to Intuit’s Firm of the Future series, Accounting Web and the author of two Amazon best seller books: The Winning Point: How to Master the Mindset of Champions and The Success Solution: Break Through Limiting Beliefs for Business Success.  

Ready to value price your services? Discover how to double your income while working half the time. Claim your FREE RESOURCE to separate your fees from your time at 

About Company

Business Success Solution

Imagine your business revenues going from $100K ->to $500K->to $1M. 

As your revenues increase, your workload lightens. You no longer feel like a hostage to your business, especially during tax season. 

At Business Success Solution we emphasize pricing and profits for accounting professionals. Whether you’re a bookkeeper, enrolled agent or CPA, we’ve got you covered. Our proven process, The Ultimate Pricing Formula, includes 5 powerful steps to earn more and communicate your value. 

Loren Fogelman, named by Hubspot as one of the Top 22 Coaches in the USA 20182021, and Founder of Business Success Solution, realizes the challenges of building a highly profitable firm without being a slave to your business. 

Unfortunately, too many accounting professionals sacrifice. 

Does any of this sound familiar? Do you lack a proven process to... -> Communicate your value to attract ideal clients who aren’t price sensitive. -> Price your services to earn more without being a slave to your business. -> Confidently enroll high value clients who happily pay your fees. -> Get paid for services you currently do for free because you don’t know how to charge for them. -> Reduce the overwhelm and constraints so you no longer feel trapped. 

Owning an accounting firm differs from working in someone else’s firm. Yes, ownership is riskier than working a 9 to 5. Because of that, you deserve to enjoy the rewards of firm ownership. That’s exactly why we show accounting professionals how to increase their revenues while lightening their workload. 


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  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
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