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How and Why to Talk About Price Upfront

HOW AND WHY TO TALK ABOUT PRICE UPFRONT

This webinar was previously titled HOW TO TALK ABOUT PRICE UPFRONT THIS TAX SEASON
Cost Free
Presentation Length 1.0 hour

Recorded DateFebruary 24, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Pricing and fees shouldn't be an awkward conversation. You're providing a valuable service, and the last thing you should be worrying about is clients questioning your fees and dragging their feet paying. This webinar focuses on how to talk to your clients about pricing and payment terms. Josh Lance, CPA, Managing Partner at Lance CPA Group, guides us in how he transitioned from hourly billing to pricing his firm's tax and accounting services upfront - and got his clients to pay upfront. This webinar will show you how to price your services upfront with confidence and help you eliminate your accounts receivable and the time required to manage that.

Learning Objectives:


  • Identify how to price tax engagements upfront confidently 

  • Recognize why clients prefer fixed fees and no unpleasant surprises

  • Identify how to get clients to pay for your services ahead of time

  • Identify how moving to a monthly recurring revenue model can help you better serve your clients

  • Identify how to win new clients by talking about the price upfront

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Joshua Lance

Ignition
Head of Accounting at Practice Ignition
[email protected]
(630) 537-0218

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About Our Presenter

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Ignition makes it simple to engage clients, get paid and run your accounting or professional services business on autopilot. From impressive online proposals to automated engagement letters and payments, we free you up to focus on what matters most - your clients.