Future Forward: N is for Niche: Naming, Narrowing, and Nailing It
Presenter: Debra Kilsheimer
Sponsored by: Finatical Software
Topic: N is for Niche: Naming, Narrowing, and Nailing It
This session will help accounting and advisory professionals define and refine their business niche to increase clarity, focus, and client alignment. Participants will learn how to identify their ideal client, validate market demand, and develop service offerings that align with measurable results. The session also covers practical strategies for creating a positioning statement and an actionable 30-day implementation plan, 3 offer ideas, and the first draft of your positioning line..
Learning Objectives:
After completing this session, participants will be able to:
- Define your niche using a 3-part filter: Ideal Client, Ideal Problem, Ideal Result
- Validate demand in 60 minutes: search, signals, quick interviews
- Build a simple “flagship offer” with scope, price, and success metric
- Draft a positioning line that passes the 5-second test
- Set a 30-day plan: 3 outreach plays, 2 proof assets, 1 pricing improvement
Cost: Free
CPE Credits: 1
Subject Area: Business Management & Organization
Course Level: Basic
Instructional Method: Group Internet Based
Prerequisites: None
Advanced Preparation: None
Who Should Attend: CPA, Bookkeeper, Accountant, Enrolled Agents, Tax Preparer
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