Your presentation was informative and gave us a number of things to think about. We appreciate McLane bringing such great programming and speakers like you.

– M.W., Burlington, MA

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Speaking Engagements

Andrew Schwartz CPA has boiled down his 30+ years of experience from organically building his narrowly focused niche specialty CPA firm into either a 1-hour or 2-hour presentation on How to Build a Successful Niche Practice within your CPA firm.

Andrew’s presentation makes a perfect topic for a short morning, evening or lunch’n’learn meeting or can be plugged in as part of a larger conference.  Pairing this talk with Andrew’s niche-marketing workshop makes for a very informative and interesting half-day meeting.

Watch a sample video of Andrew presenting

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Workshops

If a hands-on experience is preferred, Andrew can facilitate a 2-hour niche marketing workshop during which participants will collaborate on a written niche marketing plan.  Once lucky participant at each workshop will leave the session with a written plan in the niche of his or her choice.

Another option is “speed coaching” sessions which are 15-minute one on one meetings between Andrew and the participants of a meeting or members of a firm.  Speed coaching is a great way to add a different experience for meeting attendees.

2023 Events & Workshops:

November 2023 – Thomson Reuters Synergy Conference – How to Turbocharge Your Niche Specialty with Benchmarking

October 2023 – Bentley University – Guest lecturer for a cost accounting class – on Understanding Benchmarks and Metrics

October 2023 – Illumeo – The Benefits of Becoming a Specialist for Accountants

September 2023 – Illumeo – How to Turbocharge Your Niche Specialty with Benchmarking

April 2023 – Bentley University Beta Alpha Psi – On the benefits of becoming a specialist

January 2023 – Yankee Dental Conference – Doing Your Financial Due Diligence when Purchasing a Dental Practice

Sample of Past Speaking Events & Workshops:

Illumeo On Demand Course: Creating a 6 Step Niche Marketing Plan for Your Accounting Practice

Accounting & Finance Show – Toronto, Canada

Mass. Society of CPAs – New England Practice Management Conference (MAP)

Mass. Society of CPAs – Emerging Leaders, Round Table Facilitator

Beta Alpha Psi (BAP) Chapters – Bentley University, University of Massachusetts, Stonehill College

S&S Annual Dental Client Fall Seminar – Watch Sample Video

McLane Middleton – Educational Series

New England Graduate Accounting Studies Conference

MDTAXES Annual Meeting – Key Note Speaker

Next Steps…

Please contact us to have Andrew:

  • Speak at one of your CPA meetings about how to grow your CPA firm by specializing within a niche.
  • Facilitate a niche-marketing workshop for your partner group, staff, or other team, or to spice up a meeting with speed coaching sessions for the attendees.
  • Consult with you and your partners, mangers or younger staff on building a niche practice within your firm.

Contact Andrew

Andrew, great presentation yesterday.  Certainly forcing me to think.

-G.D., Boston, MA