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Critical Steps to Raise Your Rates without Losing Clients

  • Accountant
  • CPA (CA)
  • CFE
  • CMA
  • CPA (US)
  • CA - ICAEW
  • ACCA
  • CA - Ireland
  • CA - Scotland
  • CPA - Ireland
  • CWS

Published: December, 2021

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  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description


  • What you'll learn today
    6 mins
  • Who are your clients?
    12 mins
  • Value conversation
    23 mins
  • First steps to value pricing
    27 mins
  • Communicate your new rates
    38 mins

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/CPD 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/CPD webinar is for you.

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

Key topics covered in this online CPE/CPD webinar:

  • What are legacy clients and how to maintain them?
  • What is client value?
  • What is the 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?

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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.

Recommended For

  • This online CPE/CPD webinar is recommended for practicing CPAs desiring to thrive in their practice by charging their worth appropriately.

Who Should Attend?

  • Accountant
  • Accounting and audit managers/practitioners
  • Accounting Firm
  • Accounting Practice Owners
  • Bookkeepers & Accountants & Tax Preparers
  • Certified Public Accountant (CPA)
  • Chartered Professional Accountant
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Staff of Accounting Firm
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 CPD Credit of Business Management and Organization for Chartered Professional Accountant (CPA Canada)
  • 1 CPE Credit of Business Management and Organization for Certified Public Accountants (CPA-US)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 General Credit of Business Management and Organization for Accountant/Bookkeeper/Tax Professionals
  • 1 CPE Credit of Business Management and Organization for Certified Fraud Examiner (CFE)
  • 1 CPE Credit of Business Management and Organization for Certified Management Accountants (CMA)
  • 1 CPD Credit for CA - ICAEW
  • 1 CPD Credit for Chartered Certified Accountants (ACCA)
  • 1 CPD Credit for Chartered Accountants - Scotland
  • 1 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 1 CPD Credit for CPA - Ireland

Additional details

  • Course Level :
  • Credits :
  • Instructional Method :
    QAS Self Study
  • Pre-requisites :
  • Advance Preparation :


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MY-CPE LLC (Sponsor Id#: 143597) 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:


About Presenter

Loren Fogelman

Co-Host, Business Success Solution

Loren Fogelman is a keynote speaker and one of America’s top ranked business coaches. From 2018 to 2021, she continues to be recognized by HubSpot in its annual list of the world’s top 22 business coaches.  

She delivers talks and workshops across the United States at major conferences such as Inbound, one of the world’s most esteemed content marketing events for entrepreneurs, as well as many niche accounting conferences.  

Loren is an expert in pricing strategy and sales for accounting professionals. She coaches them to shift away from the “dollars-per-hour” pricing trap to a value-based pricing model. This allows her clients to reduce workload by as much as 50% while doubling revenues. 

She’s a regular contributor to Intuit’s Firm of the Future series, Accounting Web and the author of two Amazon best seller books: The Winning Point: How to Master the Mindset of Champions and The Success Solution: Break Through Limiting Beliefs for Business Success.  

Ready to value price your services? Discover how to double your income while working half the time. Claim your FREE RESOURCE to separate your fees from your time at 

About Company

Business Success Solution

Imagine your business revenues going from $100K ->to $500K->to $1M. 

As your revenues increase, your workload lightens. You no longer feel like a hostage to your business, especially during tax season. 

At Business Success Solution we emphasize pricing and profits for accounting professionals. Whether you’re a bookkeeper, enrolled agent or CPA, we’ve got you covered. Our proven process, The Ultimate Pricing Formula, includes 5 powerful steps to earn more and communicate your value. 

Loren Fogelman, named by Hubspot as one of the Top 22 Coaches in the USA 20182021, and Founder of Business Success Solution, realizes the challenges of building a highly profitable firm without being a slave to your business. 

Unfortunately, too many accounting professionals sacrifice. 

Does any of this sound familiar? Do you lack a proven process to... -> Communicate your value to attract ideal clients who aren’t price sensitive. -> Price your services to earn more without being a slave to your business. -> Confidently enroll high value clients who happily pay your fees. -> Get paid for services you currently do for free because you don’t know how to charge for them. -> Reduce the overwhelm and constraints so you no longer feel trapped. 

Owning an accounting firm differs from working in someone else’s firm. Yes, ownership is riskier than working a 9 to 5. Because of that, you deserve to enjoy the rewards of firm ownership. That’s exactly why we show accounting professionals how to increase their revenues while lightening their workload. 


FAQs content

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  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
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Ratings and Review


21 Ratings



Very Good









Sarah Manning, Accountant, CPA (US)

Dec 30th, 2021

Great information and strategy for raising rates

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