Creating or Expanding Firm Niches
Over the years, we have accumulated very specific knowledge to aid in differentiating a firm and creating profitable growth niches. Below, we have described some of the more common “non-tax” speciality niche areas, but if you have another need or idea to promote, just ask.
Outsourced Accounting Service Marketing
This is referred to commonly as Client Accounting Services or CAS. This is the hottest growth service area and can be the most profitable division inside a firm. We know how to market these services, price them, and how to utilize them to expand the service scope with clients.
Creating an Exit & Succession Niche in Your Firm
The business lifecycle is a natural process. There will always be clients and prospects in need of an exit strategy or family succession. At all times, most likely 20% of more of your clients are in the transition stage. We can show you how to approach them, as well as open doors with banks to provide value to their clients in this stage of the lifecycle.
Valuation, Fraud, Litigation Support
Our team understands how to position and market these services. Let us help you create demand and increase awareness of the use and need of these services.
The Visionary CPA Resource Network
We have solutions with other advisors to use as needed to support your clients with profit enhancement, expense reduction efforts, specialty tax solutions, software, human resources, and almost any potential need a company would encounter.