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Integrating Technology Consulting into Your Client Services

INTEGRATING TECHNOLOGY CONSULTING INTO YOUR CLIENT SERVICES

Cost Free
Presentation Length 1.0 hour

Recorded DateJune 29, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

It is one thing to piece together a set of ideal tech solutions and processes for your clients, and it is another thing entirely to be charging them appropriately for your expertise. Clients seek your services because you’ve spent a lot of time and energy researching and assessing technology, and that knowledge shouldn’t be given away for free. Even if you can offer your clients aligned solutions in seconds, you need to remember that you spent a lot of time and energy developing that expertise. Ultimately, your consultative knowledge is something that your clients should be paying for.

Join us in this session where technology expert and thought leader, Nayo Carter-Gray, will offer insights into how you can structure your services and pricing to incorporate the costs and benefits of the technology you leverage along with the value of your consulting expertise.

Learning Objectives:


  • Identify ways to structure services to prospective clients

  • Outline how to incorporate costs of technology into value as a consultant

  • Give examples of ways to demonstrate value as a consultant

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Making Accounting a Little Less Taxing ® for small business owners is Nayo Carter-Gray’s goal as owner and founder of 1st Step Accounting LLC. A self-proclaimed techie, Nayo decided a virtual accounting practice was the best way to experience her love of travel and still help small business owners all across the U.S. reduce the stress of managing their disorganized financial systems. Mrs. Carter-Gray is an Enrolled Agent, a QuickBooks Online Advanced Certified Pro-Advisor, was named one of Hubdoc’s 2017 and 2018 Top 50 Cloud Accountants in North America, was handpicked to sit on the 2018-2019 Intuit Accountant Council, was named one of Forbes Top 100 Tax Twitter accounts to follow and one of the Top 50 Women in Accounting by Practice Ignition 2 years in a row. 

About Our Sponsor

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Since 2015, Rewind has been on a mission to help businesses protect their SaaS and cloud data. Today, over 80,000 customers in more than 100 countries use Rewind’s top-reviewed apps and support to ensure their software-as-a-service applications run uninterrupted. The Rewind platform enables companies to back up, restore, and copy the critical data that drives their business across multiple cloud platforms including QuickBooks Online, Shopify, Bigcommerce, and more.