How To Present Value Pricing & Advisory Services To Clients

Posted by & filed under Growing Your Firm Podcast, Growing Your Firm Questions, Pricing for Accountants.

How to present value pricing and advisory service to clients?

David: What’s the best place to start? Should you go to a trusted current client and have these conversations, “Have somebody to practice with?” Is this tried for a new client, so completely fresh eyes and you don’t have to make that compliance shift. We’ll start with Steve on this one and go to Angie,… Read more »

How & When To Add More Services

Posted by & filed under Growing Your Firm Questions.

At what revenue level should I launch an additional profit center?

Speaker 1: That’s a quick follow-up question and I believe I know where the answer’s going, but one profit center is this affiliate model. We’ve seen this work, obviously, in major accounting platforms or various software companies. They’ve got advisor status, or they have this program where you can get affiliates or commissions, or things… Read more »