Content Provider
Aa

Sponsored by
Qbc connect logo new
Createpackages qbo

HOW TO CREATE PACKAGES, STEP-BY-STEP

QB Connect
CPE Processing FeeFREE
Webinar TranscriptionN/A
Presentation Length Hour(s)1.0 hour
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course LevelBasic
Instructional MethodQAS Self-Study
PrerequisitesNone
Advance PreparationNone
Recorded DateOctober 26, 2016
Date OfferedOctober 26, 2016
Expiration DateOctober 26, 2017
Course Description

Many of you are keen to adopt the “pricing of the future,” but are struggling with the implementation of package creation. In this session, we’ll provide you with a step-by-step formula on how you can create your packages for clients, how to charge a flat fee, and how to market them.

Self-Study Course Instructions:

FOR DOCUMENT-BASED COURSES

Download the course document(s) (below) and follow prompts contained in the document.



FOR RECORDED COURSES WITH VIDEO

Download any course document(s) (below) which may include handouts, glossary, transcripts, etc. Follow any prompts contained in the documents to help you complete the course. Most documents are searchable.

Play the recording, noting the sectional guides indicating where topics on the agenda are covered and the prompts to pause video playback to respond to a review question (located below the video playback area). The timestamps for review questions are also noted below.

Upon completing the video and successfully answering all review questions, you will then take the final exam.

Learning Objectives

  • How to transition from hourly pricing to package pricing.

  • What risks you need to avoid so you don’t lose your shirt.

  • What sample packages look like so you don’t have to reinvent the wheel.

Not logged
Additional Materials
Course Outline
Review Questions
Review Questions
QUESTION 1: 11:15 minutes
QUESTION 2: 35:00 minutes
QUESTION 3: 55:00 minutes
Frequently Asked Questions
  • CPAacademy self-study courses are online.
  • The self-study format allows you to a) access the material online 24/7 and b) study at your own pace.
  • Per NASBA guidelines, you have one year from date of purchase to complete each program.
  • Complete your final exam at any time and get graded instantly. You can retake the exam at no additional charge (unlimited attempts).
  • Print your own certificate of completion on the spot upon passing the exam.
  • Grading policies: a) courses have a minimum passing score 70% b) test takers will not be provided feedback on failed exams.
  • Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.

Loading ...

Loading ...
Linkedin
Aa

Sandi Leyva, CPA, is the founder and owner of Sandra L. Leyva, Inc. She has helped thousands of accounting and tax professionals get more business through her marketing strategies, web site and copywriting formulas, and millionaire mindset. More than 100,000 people have read her books and articles, used her training and coaching tools, or heard her speak at conferences.
 
Sandi was named one of the Top 25 Thought Leaders for 2019 and one of the Most Powerful Women in Accounting by CPA Practice Advisor. She won a 2013 Stevie Award for “Maverick of the Year,” and her work has been noted by Forbes, CBS News, PBS, Dallas Morning News, San Jose Mercury News, Accounting Today, Journal of Accountancy, Today’s CPA, and The Practical Accountant. She is a regular contributor to CPA Trendlines.
 
Sandi earned an MBA, holds a CPA in Texas and California, and earned an MS in neuroscience. She is an avid traveler and has visited 100 countries, including a backpacking trip alone around the world. Her volunteer work in Kenya, Russia, and Nepal earned her an AWSCPA Public Service Award and a Baird Community Service Award. In her spare time, she enjoys gardening, hiking, and spending time with family.

Nasba
Logo qas

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) 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.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Sponsor

Qbc connect logo new
QuickBooks Connect is a multi-day event that brings together QuickBooks partners to grow, learn & connect with each other.

The below courses are an opportunity to catch sessions that you may have missed onsite, while earning CPE.  Additional courses dropping soon.