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

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

Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 3, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
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As client expectations shift, hourly billing has become outdated creating a need for a model that aligns fees with tangible client outcomes.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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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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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.

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.