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PRA2307
Getting Compensated for Your Work as a Trusted Advisor
Date
June 5, 2023
$49
Standard Price
This product is also available as part of the following products:
This includes sessions from AICPA & CIMA ENGAGE 2023:
This includes sessions from the conference: Practitioners Symposium (as part of AICPA & CIMA ENGAGE 2023)
Accountants played a critical role in helping businesses survive the Pandemic and secure a variety of aid packages, all while working long hours during a series of never ending tax seasons. It’s time that you were compensated as a trusted business advisor, but in order for that to happen, you will have to first define, price and package your advisory services. In this session, we will cover how to translate your hard-earned expertise into paid advisory services.
Learning Objectives
- Idenfity and quantify the value and expertise you bring to your business clients in the area of budgeting and forecasting
- Determine the technology, people and skills you will need to introduce a paid advisory service
- Calculate how to package and price different levels of advisory services to ensure you are being well compensated for the scope of work you take on
- Use marketing and sell your advisory services to current clients and potential leads
Moderator
VP Sales and Marketing, Jirav
Speakers
Adam Hale, CPA
Partner, COO, Summit CPA Group: A Division of Anders CPAs + Advisors
Vice President, Operations, Compass EAST
General
Session Categories
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