The CAS Cache/How to Price Advisory Clients in Your Accounting Firm

  • $200

How to Price Advisory Clients in Your Accounting Firm

  • Course
  • 8 Lessons

A step-by-step guide on how to price advisory clients in your accounting firm.

The course will include the following:

  • Why avoid billing by the hour

  • How to create a minimum price

  • How to develop advisory packages

  • How to calculate the value

  • Advisory engagement letter example

  • Overhead calculation template

  • Minimum pricing calculation template

  • Bookkeeping budget calculation template

  • Sample tiers and proposal template

  • Value calculation template

We offer a 💯money back guarantee if you do not find value in the course.

Contents

Introduction

Introduction to Advisory Pricing Strategy.mp4
Preview

Creating a Floor Price

Creating a Floor Price.mp4
Creating a Floor Price - Client Capacity.mp4

Building Packages

Building Packages.mp4

Calculating Value

Calculating Value.mp4

Resources

How to Price Advisory Clients in Your Accounting Firm Course Slides.pdf
Advisory Only Tiered Pricing Example.pptx
How to Price Advisory Clients in You Accounting Firm Resources.xlsx