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HOW TO WIN HIGH-VALUE ADVISORY WORK AND BUILD A PROFITABLE SERVICE

Cost Free
Presentation Length 1.5 hours

Recorded DateJanuary 22, 2019
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Technology is disrupting the accounting profession.  As cloud accounting systems continue to automate data entry tasks there will be increasing downward pressure on price for compliance services.
 
The profession has to change and focus on an increasing proportion of annual fees coming from advisory services. 
 
How do you package and price advisory services?  How do you deliver these services?  How do you sell them to clients?  This webinar will address all these issues and give you key strategies for building a profitable business advisory service.

Learning Objectives

  • Why bundling is your first step to value pricing and building a menu of advisory services.

  • How to successfully sell expensive advisory services with the top down approach – and without having to do any selling!

  • You’ll learn how to package your advisory services.

  • You’ll learn a structured approach to delivering the work.

  • You’ll learn how to value price this service offering so it becomes highly profitable.

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Mark Wickersham – Chartered Accountant, public speaker, and #1 best-selling author – is known as the most sought after profit improvement expert in the accounting community. He is famous for helping accounting firms double their profits in less than 18 months without working harder or doing any uncomfortable marketing. Mark is passionate about this great accounting profession. He believes that we have the power to make a profound difference in our clients’ lives, and in return, accountants should be very richly rewarded. Unfortunately, the reality is very different; benchmarking studies show over half of the accounting firms are making a true economic loss. Mark wants to CHANGE that. He is passionate about the accounting profession and helping accountants to become much more profitable. He believes every firm – including you – has the potential to double profits using the 7-step “Fastest Way To Double Your Profits” formula. He also strongly believes that the old business model (the way accountants are taught to run accounting firms) is commercially stupid and UNETHICAL. We owe it to our clients to change our focus. Mark is also a widely published author on practice issues. In May 2011, his book, “Effective Pricing for Accountants,” was a number 1 Amazon bestseller. His other books include “A Practical Approach to Value Pricing” and “How to Build a Successful Bookkeeping Business,” both of which have been widely acclaimed. In 2015 Mark was shortlisted in the AccountingWeb “Outstanding Contribution to Accounting” award. Mark has over 100 recommendations from accountants on LinkedIn; CONNECT with him on LinkedIn to access free resources Mark has created for accountants in practice.

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Liveplan

Kathy Gregory has over 20 years of experience in business development, including: financial forecasting, strategic planning, process development, project management, and mergers and acquisitions. She has worked in public and private, small to mid-size organizations doing business development, and strategic planning and implementation, working with executives, boards and their investors. At LivePlan Kathy runs the specialized program for Strategic Advisors. She is a graduate of the University of Oregon.

About Our Presenter

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I have been helping accountants to build more successful, more profitable and more enjoyable accounting firms since the year 2000. As well as being a professional speaker and Amazon number 1 bestselling author, I am the creator of Cloud Pricing. Cloud Pricing is a cloud-based tool enabling accountants and bookkeepers to implement value pricing and systemise the process of creating a price in a client meeting. You can find out more here, http://www.pricinginthecloud.com/us.