How to use AI to build a firm full of your ideal clients that pay you what you’re worth
July 22 @ 2:00 pm – 3:00 pm EDT
Description
Accounting, tax, and bookkeeping professionals face growing pressure to compete on price rather than value. This session equips participants with practical strategies and AI-powered tools to reposition their firms around expertise and results. Participants will explore how to define and attract ideal clients, quantify the value of their services, implement stronger qualification and engagement processes, and price with confidence. Through applied frameworks and AI prompts, attendees will leave with actionable steps to reduce scope creep, protect their time, and build a more profitable and sustainable practice.
Learning Objectives:
Upon completing this session, participants will be able to:
- Identify the measurable value of their accounting, tax, or bookkeeping services to support premium and value-based pricing decisions.
- Define characteristics of an ideal client profile and establish qualification criteria to evaluate prospective client fit and firm profitability.
- Apply AI prompts and tools to refine client-facing messaging and clarify ideal client targeting strategies.
- Implement engagement processes, scope management practices, and professional boundaries to reduce scope creep and protect billable time.
- Apply a repeatable client attraction framework to increase recurring revenue and improve long-term firm sustainability.
Prerequisites: None
Course Level: Basic
Course Length: 60 minutes
Advance Preparation: None
Field of Study: Business Management and Organization
Delivery Method: Group – Live Internet
CPE: 1
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.
