CPE Plus: How to Set Up Package Pricing: A Quick Guide for CPAs
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Virtual
1.00 Credits
Member Price $0.00
Overview
This session explores how accounting firms can maximize profitability by implementing a structured, tiered packaged pricing model. It will guide participants through the process of segmenting services, determining value-based pricing, and standardizing offerings to appeal to a broad client base while attracting premium customers. Attendees will learn to create scalable, automated solutions that transform their firm into a modern advisory practice, leveraging “Service as a Software” (SaaS) principles for delivering productized services.
Highlights
- Identify the key components of a packaged pricing strategy tailored to your firm's size, services, and client needs.
- Understand how effective service packages that align with different client segments can enhance profitability through tiered pricing models.
- Recognize how standardized processes and scalable automation to deliver consistent, value-driven services will expand your appeal to a wider range of clients.
This event is part of the following bundles:
Sponsored by:
Leader(s):
Leader Bios
Enrico Palmerino, Botkeeper
Enrico Palmerino is the founder and CEO of Botkeeper, which provides accountants with an automated bookkeeping platform using human-assisted machine learning and AI. Botkeeper’s platform delivers the fastest, most accurate, and low-cost bookkeeping available to accounting firms seeking a scalable CAS solution for their clients.
Enrico also serves on the Board of OnProcess Technology and Fidelity Bank and is an investor and advisor in several prominent tech companies. He has been recognized as one of the Top 100 Most Influential People in Accounting, Top 30 Most Inspiring Business Leaders, and 2020 Golden Bridge Entrepreneur of the Year.
Member Price $0.00