This course is concentrated on defining an ideal client profile and standardizing for client industry niches. It is designed for CAS practices that are ready to refine their client base and build a more focused, scalable practice.
By narrowing focus to right-fit clients and industry niches, learners will explore how their practice can gain clarity, improve operational efficiency, and deliver more consistent value. The course helps learners identify clients that align with the firm's strengths, analyze potential client industry niches, right-size the client list, and connect niche strategy to people, process, and technology decisions.

Best fit for learners who what to:

Refine the client base, evaluate right-fit clients, and build a more focused, scalable CAS practice around selected client types or industry niches.

Learning Objectives

By the end of this course, learners will be able to:

  • Define an ideal client profile based on specific criteria such as demographics, niches or verticals, and business needs.
  • Identify and analyze potential client industry niches.
  • Evaluate and right-size a client list based on client industry niches.
  • Identify how niches can drive standardized processes and efficiencies.

 

CPE Credit

Requirements: Familiarity with ideal client profiles and prior completion of a basic-level course in ICPS or equivalent practical experience.

Advanced Preparation: None

Field of Study: Business Management & Organization 

Number of CPE credits: 1.0

Program Level: Intermediate

Instructional Method : QAS Self Study

Location:  Online


Purchase

CPA.com (Registration # 108347) 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 web site: www.nasbaregistry.org

REFUND POLICY

No refunds will be issued for online CPE subscription products.

For more information regarding administrative policies such as complaints, cancellations, and refunds, please contact workshops@hq.cpa.com.