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Free Webinar: The Importance of a Niche

Published by Summit Marketing Team on 12 Oct 2023

UPDATED ON 11/07/2023



The Importance of a Niche

This webinar has already occurred,
but you can catch the replay to the left.

Subscribe to our YouTube channel!

Why can business niches make your CPA firm more profitable? How do you get started with a niche? Guillermo Rodriguez and Kelly Schuknecht join us to discuss Summit’s experience with niches and how your own firm can carve out niche verticals that accelerate business growth.

Learning Objectives:

  • Explore ways a niche increases profits

  • Discover what makes a niche profitable

  • Learn how to create a niche strategy

Who should attend:

  • Practicing accountants looking to learn more about niches

  • Firm owners starting niche marketing

  • CPAs looking to scale their firm

Webinar Presenters









Tom Wadelton-3


Guillermo Rodriguez, CPA

Virtual CFO, Summit Virtual CFO by Anders

Kelly Schuknecht 

Marketing Director, Summit Virtual CFO by Anders

Tom Wadelton

Virtual CFO, Summit Virtual CFO by Anders



Summit CPA Group I Accountant Community

Prerequisites: Experience providing client services
Program Level:
Advanced Preparation:
Delivery Method:
Group Internet Based

Registration: RSVP to attend the online meeting on the date listed above. Details for connecting to the meeting will be provided.

Refunds and Cancellations: There is no cost for this program so no refunds will be offered. For more information regarding refund, complaint, and/or cancellation, please contact our office at 314-492-4328




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