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Self-Study CPE
THE INTENTIONAL FIRM - PROVIDING EXCEPTIONAL CLIENT SERVICE
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HOW TO PREPARE A BUSINESS PLAN AND SECURE FINANCING
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Aroundniche tsheets

BUILDING A FIRM AROUND A NICHE

Cost Free   CPE Credits 1.0 hour   Subject Area Business Management and Organization  Course Level Basic  Instructional Method Group Internet Based  Prerequisites None  Advanced Preparation None  Who should attend? Bookkeeper
CPA - small firm
CPA - medium firm 
Series: TSheets Business Bootcamp, Bookkeeper 
Course Description

You will learn how picking a niche will allow you to easier: select apps, offer fixed fee pricing, market your practice, and value bill. Eventually leading to new opportunities outside the normal scope of the typical QuickBooks ProAdvisor. The session will include niche examples from successful niche accounting practices. 

Learning Objectives:


  • Gain an understanding of why finding your niche is important.

  • Learn how niching enables you to use fewer apps, understand your costs, move to fixed pricing, provide deeper services to clients, and value bill.

  • Understand how choosing a niche can move you from being an accountant/bookkeeper to something much bigger.

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David Leary

Intuit
Global Small Business Ecosystem Evangelist
david_leary@intuit.com

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David Leary is a small business ecosystem evangelist at Intuit, and an innovative force in the small business accounting world. His business sense, vast technical knowledge and domain expertise has helped bridge the gap between developers, small business owners and accountants. He has worked multiple roles during his 19+ year career at Intuit: QuickBooks Support, Training, QA, Development, Marketing, Product and Project Management. In his current role, he focuses on bringing third-party SaaS solutions that work with QuickBooks Online to Apps.com. He was named by Accounting Today as a "One to Watch" in their Top 100 Most Influential People issue in 2015, and was a 2014 CPA Practice Advisor '40 under 40.' He also co-founded ViewMyPaycheck.

Handout Materials
Presentation Slides
Additional Materials
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Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.

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NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) 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: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Sponsor

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TSheets is a time tracking application designed and engineered for companies across multiple industries that need to track, manage and report time. Utilizing web-based, cloud computing technology that integrates with multiple platforms, smartphones and software programs, TSheets provides a customizable alternative to paper timesheets and punch cards to streamline HR and IT roles for businesses of all sizes—from freelance shops to corporations employing tens of thousands.