CPAacademy.org | PRICING STRATEGIES AND REVENUE OPTIMIZATION FOR FIRMS

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Self-Study CPE

INCREASE EFFICIENCIES WITH BILL's ACCOUNTS PAYABLE TECHNOLOGY
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SHIFTING YOUR MINDSET: HOW TO GROW AND SCALE A MODERN ACCOUNTING FIRM
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ASSESSING THE RISK OF YOUR ORGANIZATION: NON-INSURANCE RISK MANAGEMENT ISSUES
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TAKING AUTOMATED SERVICES PAST THAT FIRST CLIENT
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Pricing Strategies and Revenue Optimization for Firms

Business Management and Organization

PRICING STRATEGIES AND REVENUE OPTIMIZATION FOR FIRMS

Available Date(s)

Wednesday, January 22, 2025: 12:00PM EST

Choose Your Time Zone:

Cost Free

CPE Credits 1.0 hour

Subject Area 1.0 - Business Management and Organization

CE Credits 0.0 hours

Course Level Basic

Instructional Method Group Internet Based

Prerequisites None

Advanced Preparation None

Who Should Attend CPA - small firm

Course Description

Join us for this engaging webinar where we dive into the pivotal challenge faced by many firm leaders—ensuring adequate capacity to serve clients effectively. Recognizing the limitations posed by traditional billable hours, accounting firms are reevaluating their pricing models to align with evolving client demands, market dynamics, staff retention, and technological advancements. In this session, we will explore innovative pricing strategies that focus on revenue optimization, providing a holistic approach to address capacity challenges without sacrificing client relationships.

Throughout the webinar, we will discuss the shift from conventional models to revenue replacement, emphasizing the need for a strategic pricing framework that not only sustains but enhances your firm's financial health. By the end of the session, you will gain actionable insights into crafting pricing strategies that align with client expectations, boost competitiveness, and promote sustainable revenue growth.

Learning Objectives:

Recognize the limitations of traditional billable hours and explore alternative pricing models that cater to evolving client demands and market dynamics

Identify innovative pricing strategies that focus on revenue optimization, ensuring your firm remains competitive while effectively addressing capacity challenges

Determine how to craft a strategic pricing framework that promotes client retention, staff satisfaction, and sustainable financial growth for your firm

Keith Hall Jr.

Thomson Reuters
Senior Solutions Consultant
[email protected]

Keith is a Senior Solutions Consultant. As a part of the Thomson Reuters team since 2015, he currently specializes in Advisory solutions while also working with solutions involving tax preparation, tax planning, firm management, document management, information exchange, and more.

Danielle Esper

Thomson Reuters
Solutions Consultant
[email protected]

With over 8 years at Thomson Reuters, Danielle serves as a Solutions Consultant specializing in Advisory. A dedicated professional, she actively participates in Thought Leadership events, including Partner Summits, Advisory Symposiums, and Synergy conferences. Danielle leverages this experience to drive innovative solutions, contributing to the evolution of Advisory services within the industry.

Jon Hubbard

Boomer Consulting, Inc.
Shareholder & Consultant
[email protected]
(785) 537-2358

Jon Hubbard, Shareholder and Consultant at Boomer Consulting helps accounting firm leaders find success in the areas of leadership, talent and growth. Jon is a facilitator for the Boomer P3 Leadership Academy, Boomer Talent Circle, Boomer Marketing and Business Development Circle, and the Boomer Operations Circle. He also guides firms to grow and be more effective in the areas of client service, marketing and business development. Jon speaks at various industry conferences, user conferences, state societies and associations. He is a StoryBrand Certified Guide and Certified Kolbe Consultant.

Additional Materials

Webinar Technical FAQs

Frequently Asked Questions

To receive CPE credit, you must register for the webinar before it starts.
CPE is available to all eligible participants within 24 hours of each webinar.
To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.

Handout Materials

Presentation Slides

NASBA Approved

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About Our Presenter

Thomson Reuters (TSX/NYSE: TRI) (“TR”) informs the way forward by bringing together the trusted content and technology that people and organizations need to make the right decisions. The company serves professionals across legal, tax, accounting, compliance, government, and media. Its products combine highly specialized software and insights to empower professionals with the data, intelligence, and solutions needed to make informed decisions, and to help institutions in their pursuit of justice, truth, and transparency. Reuters, part of Thomson Reuters, is a world-leading provider of trusted journalism and news. For more information, visit tr.com.