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Free cpe webinars
Value Pricing Made Easy: The Calculator to Boost Profit and Client Satisfaction

VALUE PRICING MADE EASY: THE CALCULATOR TO BOOST PROFIT AND CLIENT SATISFACTION

Available Date(s)
Tuesday, December 03, 2024: 10:00AM EST

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Forget theory, this webinar contains a practical, implementable approach to pricing that will transform your firm. This webinar will demonstrate how to revolutionize your pricing strategy with the first-ever value pricing calculator designed specifically for accountants offering high-value services like tax advisory, CFO, and consulting.

As client expectations shift, hourly billing has become outdated creating a need for a model that aligns fees with tangible client outcomes. This exclusive tool empowers professionals to set client fees based on a comprehensive five-parameter model ensuring fees reflect the true value of the work. The calculator begins by considering the core of financial gains so fees charged mirror measurable client value from the outset. The calculator then assesses complexity, urgency, risk, and intangible benefits, providing a holistic view of each engagement’s worth. This practical approach paired with an intuitive, downloadable workbook enables professionals to confidently transition to a value pricing model that both clients and firms understand and appreciate.

This session offers a special introduction to this groundbreaking tool which is designed to increase fees up to 500% while enhancing client satisfaction and loyalty. With value pricing, you’re not just boosting profitability, you’re creating a more ethical, transparent, and client-aligned pricing model. Don’t miss this chance to embrace a competitive edge with a clear, client-aligned pricing approach that enhances both your firm’s reputation and profitability.

Learning Objectives:


  • List the Five Parameters for Value Pricing

  • Recognize how to assess financial gains, complexity, urgency, risk, and intangible benefits to set fees that fully reflect the value of services offered

  • Evaluate how to use the Value-Pricing Calculator to quickly input client-specific data to determine fees that represent the true impact of tax advisory, CFO, and other consulting engagements

  • Identify how this model maximizes profitability by capturing the full scope of your expertise, establishing your firm as a leader in high-value, ethically sound pricing

  • Observe a comprehensive workbook that makes applying the value pricing model straightforward, guiding you through each client proposal

  • Evaluate case studies from firms already seeing increased revenue and client loyalty through value-based pricing, using the profession’s new standards in the ROI Method of Value Pricing

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Jackie Meyer, a 40 under 40 honoree with CPA Practice Advisor 2018-2022, is a pioneering serial entrepreneur speaker, focusing on practical solutions that enhance tax & financial literacy, from recruitment and retention to leveraging AI in accounting firms. As the former founder of an award-winning CPA firm (2010-2022), she now leads TaxPlanIQ, a SaaS Tax Advisory Platform (AICPA 2023 Accelerator Cohort), and is writing a book on The Balance Sheet of Life.

Her innovative ROI Method of Value Pricing™ emphasizes aligning pricing with client value, addressing cultural and workaholism issues to prevent burnout and turnover. Jackie speaks to tens of thousands of financial professionals and taxpayers annually, providing transformative solutions for entrepreneurs to thrive. Her mission is to improve health, wealth, and relationships for all.

Additional Materials
Webinar Technical FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides
Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) 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 website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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Our CPA firm, is a full-service, tax preparation accounting firm focusing on family owned businesses and advanced personal taxation. We provide tax preparation with the personalization that is needed with high net wealth clientele's evolving needs. As a CPA firm, we keep up-to-date with the changing tax laws and adhere to certain ethical standards and codes of professional conduct established by governmental bodies and peer organizations.