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Optimize Your Pricing and Delivery Strategies to Improve Client Experience
January 4 @ 1:00 pm – 2:00 pm EST
When running a firm, it can seem like there’s endless problems to solve. Your firm only has three problems:
-Create value: if you’re not creating value for clients, they won’t want to give you money.
-Price effectively: if you’re not pricing effectively, you’re working harder than necessary & leaving money on the table.
-Deliver efficiently: if you’re not delivering efficiently, you’re wasting time that could be used for other areas of your life.
When you focus on solving these problems, you make meaningful progress in improving your firm.
Instructors: -Geraldine Carter, Owner, Geraldine Carter LLC Facilitated by Tom Wadelton, CPA, Virtual CFO, Summit Virtual CFO by Anders
Learning Objectives: -Discover how to create value for clients -Explore profit maximizing pricing -Improve service delivery
Designed for: -Firm owners and practicing accountants identifying ways to increase value and maximize profits
Participants will earn 1 CPE Credit in the Management Services field of study Prerequisites: Experience providing client services
Program Level: Basic Advanced
Preparation: None
Delivery Method: Group Internet Based
Registration: RSVP to attend The CFO Community online meeting on the date listed. 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
NASBA Sponsor Identification Number: 144761 Anders Minkler Huber & Helm LLP 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
