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UID:10011369-1784728800-1784732400@www.freelivecpe.com
SUMMARY:How to use AI to build a firm full of your ideal clients that pay you what you're worth
DESCRIPTION:Description\n\n\n\nAccounting\, 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. \n\n\n\nLearning Objectives:Upon completing this session\, participants will be able to: \n\n\n\n\nIdentify the measurable value of their accounting\, tax\, or bookkeeping services to support premium and value-based pricing decisions.\n\n\n\nDefine characteristics of an ideal client profile and establish qualification criteria to evaluate prospective client fit and firm profitability.\n\n\n\nApply AI prompts and tools to refine client-facing messaging and clarify ideal client targeting strategies.\n\n\n\nImplement engagement processes\, scope management practices\, and professional boundaries to reduce scope creep and protect billable time.\n\n\n\nApply a repeatable client attraction framework to increase recurring revenue and improve long-term firm sustainability.\n\n\n\n\nPrerequisites: None \n\n\n\nCourse Level: Basic \n\n\n\nCourse Length: 60 minutes \n\n\n\nAdvance Preparation: None \n\n\n\nField of Study: Business Management and Organization \n\n\n\nDelivery Method: Group – Live Internet \n\n\n\nCPE: 1 \n\n\n\nIntuit (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 Protax_training@intuit.com.@intuit.com.
URL:https://www.freelivecpe.com/event/how-to-use-ai-to-build-a-firm-full-of-your-ideal-clients-that-pay-you-what-youre-worth/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
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DTSTART;TZID=America/New_York:20260723T140000
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DTSTAMP:20260626T210748Z
CREATED:20260626T210736Z
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UID:10011312-1784815200-1784818800@www.freelivecpe.com
SUMMARY:What does the rise in agentic AI mean for Global Business Services?
DESCRIPTION:Key takeaways \n\n\n\nHistorically\, the mandate of Global Business Services (GBS) has been to centralize work\, drive standardization\, and maximize efficiency through automation and labor arbitrage. Agentic artificial intelligence (AI) is the next step change. It does not just speed the work\, it reorients the GBS operating model and the human roles within it\, from doing and transacting to overseeing and orchestrating. We’ll discuss: \n\n\n\nBarriers to adoption and potential solutions \n\n\n\nHow leaders should rethink their GBS organization in the age of agentic AI \n\n\n\nWhy GBS is the right partner to adopt and scale AI
URL:https://www.freelivecpe.com/event/what-does-the-rise-in-agentic-ai-mean-for-global-business-services/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
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