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DCPA2426

Marketing and Pricing Tax Advisory Services, Naturally

Date
December 10, 2024
$49
Standard Price
This product is also available as part of the following products:
Thumbnail for 2024 Digital CPA Conference
This includes sessions from the conference: 2024 Digital CPA Conference

Whether marketing and pricing services comes natural to you or not – we know that this is a mix of art and science. In this session we will dig into practical methods of creating the right tax advisory services – ones that fit your clients’ needs and your firms skill set. The right services for your clients will lead to a more natural engagement process, where your confidence to deliver will remain high.

Learning Objectives

  • Describe methods of identifying needs in their client base
  • Classify tax advisory opportunities into appropriate buckets for pricing
  • Structure advisory services for efficient execution

Speakers

Speaker Image for Will Hill
Owner, Will Hill Consults, LLC
Speaker Image for James Lopiccolo
Managing Member, Capocore Professional Advisors

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