- This event has passed.
5 Steps to Price & Offer Premium Advisory Services with Confidence

May 27 @ 2:00 pm – 3:00 pm EDT
Description
Are you burnt out at the close of each tax season and tired of doing work for free? As an advisor to your clients, there is a new way to rewarding the work you do. Chances are you’re undervaluing your expertise, undercharging your clients and working too many hours for too little in return. This does not feel rewarding or good and is not sustainable. How do you increase your revenue without burning yourself out?
Join Michelle Weinstein, an expert sales strategist, to learn the NEW way: 5 simple steps that will allow you to offer premium advisory services with confidence – and charge top dollar! She will share how she coaches accounting professionals like you to change their mindset, identify and communicate your value as an advisor, and differentiate your firm from the others.
By attending this course, you will be able to:
- Change your mindset and limiting beliefs around sales, pricing, and service offerings
- Learn how to differentiate your firm and stand out among competitors
- Understand the true value and benefits of offering premium services instead of or in addition to transactional/compliance work
- Identify your ideal client and be able to communicate clearly to current/potential clients
- Learn the step-by-step system that will allow you to provide premium advisory service in the most efficient and profitable way possible
Who Should Attend?
Anyone who prepares tax returns and advises clients
Prerequisite: None
Course Level: Basic
Course Length: 60 minutes
Delivery Method: Group – Live Internet
Field of Study: Business Management & Organization – Non-Technical
CPE: 1
CE: 0
Intuit (Sponsor ID# 103311) 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.
Note: This event is free and there is no fee to attend. For concerns about this event or program cancellation policies, please reach out to [email protected].@intuit.com.



