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Stop Competing on Price to Earn More while Working Less

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

Published: January, 2022

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Before starting this self study program, please go through the instructional document.

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description


  • The raise your rates formula
    6 mins
  • The client gains are greater than your fees.
    12 mins
  • Efficient vs Effective
    16 mins
  • First steps to value pricing
    23 mins
  • Identify your clients hurdle
    32 mins

Course Description

“What’s your hourly rate?”

This the most common question asked. At this critical moment, your response matters.

Do you instantly cave in and disclose your rates?


Do you elegantly redirect the conversation?

As you know, not charging enough affects cash flow and business growth. In order to earn more, you need to work more. So, you sacrifice personal time. It’s common to believe clients won’t pay what you truly deserve. That’s simply not true. This online CPE course uncovers 3 specific criteria new clients consider before deciding to hire you. 

While your approach to billing is important the most critical concern for any firm should be the client’s perception of value. For that it is crucial that you must know:

What Truly matters to your clients?

What do they value in their relationship with you and the services you provide?

These three steps will help you better understand your own value, ensure that clients are aware of all that you’re worth to them and enable you to take your client relationships to a much deeper level.

  • Make it personal
  • Know what drives them
  • Know yourself

When you confidently communicate your value, you no longer need to compete on price. Through this online continuing professional education course, you will gain insight on how to position your services as an investment rather than a cost. Together we’ll map out the next steps to update your price strategy and maximize your profits. 

Key topics covered in this online CPE webinar:

  • How to deal with the upper limit challenge?
  • What is the fixed price method?
  • What is the value pricing method?
  • What is surge pricing

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Learning Objectives

  • To discover why the billable hour is unfair to you and your client. 
  • To identify the proven formula to quickly boost your profits.  
  • To list 5 steps to confidently price your services without cutting into your personal time.

Recommended For

  • This online CPE webinar is recommended for practicing CPAs, CMAs and all other Practicing Professionals interested in increasing their revenues and managing their practice effectively.

Who Should Attend?

  • Accountant
  • Accounting and audit managers/practitioners
  • Accounting Firm
  • Accounting Practice Owners
  • Bookkeepers & Accountants & Tax Preparers
  • Certified Management Accountant (CMA)
  • Certified Public Accountant (CPA)
  • Chartered Professional Accountant
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • 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 CPE Credit for Certified Management Accountants (CMA)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 General Credit for Accountant/Bookeeper
  • 1 CPE Credit of Business Management and Organization for Certified Fraud Examiner (CFE)
  • 1 CPD Credit for CA - ICAEW
  • 1 CPD Credit for Chartered Certified Accountants (ACCA)
  • 1 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 1 CPD Credit for Chartered Accountants - Scotland
  • 1 CPD Credit for CPA - Ireland

Additional details

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


MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

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: www.NASBARegistry.org.


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 https://www.businesssuccesssolution.com/value-book/. 

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

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
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  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • 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.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, 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 continuing education requirement as 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.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review


5 Ratings



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