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HOW TO WIN HIGH-VALUE ADVISORY WORK AND BUILD A PROFITABLE SERVICE

Cost Free
CPE Credits 1.5 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Technology is disrupting the accounting profession.  As cloud accounting systems continue to automate data entry tasks there will be increasing downward pressure on price for compliance services.
 
The profession has to change and focus on an increasing proportion of annual fees coming from advisory services. 
 
How do you package and price advisory services?  How do you deliver these services?  How do you sell them to clients?  This webinar will address all these issues and give you key strategies for building a profitable business advisory service.

Learning Objectives

  • Why bundling is your first step to value pricing and building a menu of advisory services.

  • How to successfully sell expensive advisory services with the top down approach – and without having to do any selling!

  • You’ll learn how to package your advisory services.

  • You’ll learn a structured approach to delivering the work.

  • You’ll learn how to value price this service offering so it becomes highly profitable.

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Mark Wickersham – Chartered Accountant, public speaker and #1 best-selling author – is known as the most sought after profit improvement expert in the accounting community. He is famous for helping accounting firms double their profits in less than 18 months without having to work harder or do any uncomfortable marketing. Mark is passionate about this great accounting profession. He believes that we have the power to make a profound difference to the lives of our clients and in return accountants should be very richly rewarded. Unfortunately the reality is very different; benchmarking studies show over half of accounting firms are actually making a true economic loss. Mark wants to CHANGE that. He is passionate about the accounting profession and helping accountants to become much more profitable. He believes every firm – including you – has the potential to double profits using the 7-step “Fastest Way To Double Your Profits” formula. He also strongly believes that the old business model (the way accountants are taught to run accounting firms) is not only commercially stupid, but UNETHICAL. We owe it to our clients to change our focus. Mark is also a widely published author on practice issues. In May 2011 his book, “Effective Pricing for Accountants”, was a number 1 Amazon bestseller. His other books include, “A Practical Approach to Value Pricing” and “How to Build a Successful Bookkeeping Business”, both of which have been widely acclaimed. In 2015 Mark was shortlisted in the AccountingWeb “Outstanding Contribution to Accounting” award. Mark has over 100 recommendations from accountants on LinkedIn; CONNECT with him on LinkedIn to get access to free resources Mark has created for accountants in practice.

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Liveplan

Kathy Gregory comes to Palo Alto Software and LivePlan with 15+ years experience in business development, including: financial forecasting, strategic planning, process development, project management, and mergers and acquisitions. She has worked in public and private, small to mid-size organizations doing business development, and strategic planning and implementation, working with executives, boards and their investors.

Additional Materials
Webinar FAQs
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.
Nasba

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 Presenter

Mark wickersham logo final with text latest
I have been helping accountants to build more successful, more profitable and more enjoyable accounting firms since the year 2000. As well as being a professional speaker and Amazon number 1 bestselling author, I am the creator of Cloud Pricing. Cloud Pricing is a cloud-based tool enabling accountants and bookkeepers to implement value pricing and systemise the process of creating a price in a client meeting. You can find out more here, http://www.pricinginthecloud.com/us.