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Critical Steps to Raise Your Rates without Losing Clients

  • CPA (CA)
  • CPA (US)
Critical Steps to Raise Your Rates without Losing Clients

1 Credit


Subject Area

Business Management and Organization

Webinar Qualifies For

1 CPE credit of Business Management & Organization for all CPAs

1 CPD credit (Verifiable) for Canadian CPAs

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Course Description

Most Professionals are overworked–working far too many hours–for far too little reward. This needs to change.

Up to 57% of accounting professionals undercharge for their services. Raising your rates increases your profit margin, without working additional hours.

You worry that if you raise your prices, you’ll lose business. But what if you could seamlessly transition clients to your new rates – and only work with clients who value you?  because now you know that the old model of depending on high volume and low-profit compliance is not the future.

You know what you want. Now discover the exact steps to grow a prosperous firm without compromising your values. 

Whether you just have a small base of business clients, or your firm is full with high volume and low-profit work, this online CPE course will lay out the path in growing your revenue, while reducing your hours, and increasing both the quality of your client and the value of your work. If you’ve ever wondered about how to get paid what you’re really worth, and how you can get clients to see your value, then this CPE webinar is for you.

The keys to price your services so they reflect your value are counter-intuitive. Together we’ll map out the next steps to boost your income doing what you love!  

Key topics covered in this online CPE webinar:

  • What are legacy clients and how to maintain them?
  • What is client value?
  • What is Churn rate?
  • What is fixed price pricing?
  • What is the foundation value pricing?
  • How to deal with price sensitive clients?
  • What is conversion value?
  • What are the different formulas to raise your fees?

Click here for more webinars | Business Management | Personal Development | Communication & Marketing |

Learning Objectives

  • To identify the #1 pricing insight which grows your bank account.   
  • To discuss a proven formula to successfully raise your rates with confidence and ease.
  • To list 5 simple steps to convert existing clients to your new pricing.

Who Should Attend?

  • Accountant
  • Accounting and audit managers/practitioners
  • Accounting Firm
  • Accounting Practice Owners
  • Bookkeepers & Accountants & Tax Preparers
  • Certified Public Accountant
  • Chartered Professional Accountant
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Senior Accountant
  • Tax Firm
  • Tax Pros
  • Xero Advisor
  • Young CPA


    [average] => 4.2727
    [no_of_record] => 11




I don't work somewhere we set billing rates, but I was still looking forward to this presentation. It had some useful ideas that can be applied to other areas of life. The three examples (coincidentally all ladies?) were super interesting. I am happy for them, and for the instructor, for being able to help them. And I went two for two on riddles today - keep them coming!