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The Advisor's Guide to Pricing Advisory Projects

4.5 (30)

Mark Ferris, BA & LLB

Panalitix Pty Ltd

Tuesday, January 28, 2020 | 02:00 PM EDT

  • CPA

1 Credit

FREE

Subject Area

Business Management and Organization

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Course Description

The absolute key to pricing Advisory Projects is to unlock the VALUE derived by the client. That's what we'll focus on in this webinar.

Advisory projects can take many shapes and forms. Some might comprise a 'quick' 30-minute project while others can take months of repetitive work with no specific end-date. Sometimes the deliverables are fixed and well-defined but other times the scope of work can be vague. Resourcing can vary from one person doing all the work to a situation where multiple employees/contractors/vendors contribute.

It's not surprising, therefore that pricing these projects can be tricky. Hourly rates, retainers, value pricing, project fees, and incentive fees may be worth considering depending on the project.

In this webinar, we will examine methods of arriving at a sensible price for advisory projects, especially one that can be consistently followed by all members of your firm AND will be transparent and attractive to your clients.  

Learning Objectives

  • Learn to assess the VALUE of your contribution to a client
  • Learn to arrive at a price which makes sense to you and your client
  • Learn the principles of pricing so you can advise your clients on pricing
  • Learn to teach pricing to your colleagues to reduce dependence on senior management
  • Unlock more profit in your business through better pricing

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounts Director
  • Auditors
  • Bookkeeper
  • Business Owner
  • CFO/Controller
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Entrepreneurial CPA
  • Finance Director
  • Finance Pros
  • QB Pro Advisor
  • Senior Accountant
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Firm
  • Tax Practitioners
  • Tax Pros
  • VP Accounts
  • VP Finance
  • Xero Advisor
  • Young CPA

Testimonial

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    [average] => 4.4667
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4.5

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60%
27%
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