Charge What You’re Worth and Keep Clients: Pricing, Positioning & Onboarding
This session brings together firm owners who’ve figured out how to charge with confidence and deliver a first impression that turns new clients into long-term relationships.
Register free
What you’ll walk away with
A practical framework for moving away from hourly billing
Real-world onboarding workflows you can adapt to your own firm
Confidence that pricing well and onboarding well aren’t “big firm” problems — they’re small firm superpowers
The people in the room
Five firm owners who don’t sound like consultants. Honest about what worked, what didn’t, and what they’d do differently. Moderated by a CPA who’s been in the trenches with them.
Ron Baker
Co-Founder
Threshold
Angela Jenkins
Owner
Mindfull Money Matters
Christine Salvatore
Bookkeeper
InLine Management
Dave Kersting
CEO
Capovario
The Proudly Small Sessions
Four weeks. Four conversations. Just the conversations small firm owners can’t get anywhere else. Register for the others while you’re here.
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Proudly Small isn’t just a webinar series. It’s a magazine, a documentary, and a Wall of every small firm that chose independence. Your firm belongs on it. It takes 30 seconds.
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