Speaker: Ron Baker, Stacey Feldman CPA and Andrew Seguin
Brought to you by: Financial Cents & BookKeep

Timestamps

  • Introduction (04:13)
  • Pricing strategies, client relationships, and scope creep in professional services. (09:44)
  • Educating team members on scope creep and pricing transparency in accounting services. (17:47)
  • Prioritizing client fit and letting go of unsuitable clients for business success. (22:44)
  • Pricing strategies for accounting firms, including value pricing and fixed pricing (29:13)
  • Transforming professional services business models. (35:51)
  • Leveraging technology and automation to improve accounting services. (41:50)
  • Utilizing technology and automation in business, with a focus on evaluating software and setting goals for gross profit margins. (44:45)
  • Pricing strategies, niching, and geographical expansion in the accounting industry. (49:50)
  • Q&A (58:11)

Why attend this webinar?

With varying strategies, advice, and growth opportunities to grow your accounting and bookkeeping firm, how do you decide which methods to test and double down on? 

Maybe you need to rethink your pricing strategy. Charging too little is a sure-fire way to keep your firm stuck.

Serving a very broad and vastly different client base? Maybe that’s why your messaging isn’t clear, and your marketing is ineffective.

Spending too much time on manual, admin tasks instead of on strategies that move the needle? That’s the fastest way to burn out, work more, and earn less.

In this panel conversation, our guests will uncover three critical strategies for scaling your firm: niching, pricing, and automation. Pulling from their years of experience implementing these strategies, they’ll share why and how to identify the right strategy to grow your firm.

Join us!

What you can expect

  • Learn how to identify growth opportunities

  • Get insights to overcome common challenges to growing your firm
  • Explore strategies to expand your client base, team, and service offerings effectively.
  • Ask questions about your specific area of interest.
  • Go away feeling inspired to scale your firm

  • Learn the secret strategies of successful firms

About Financial Cents

Financial Cents is an accounting practice management software that has all the features you need to get work done in a simple user interface that your team will love and find easy to use.

Whether you’re just beginning to document your processes or have been doing it for a long time, our workflow checklist templates that are both editable and customizable will get you up and running in no time.

Track & assign work, set up recurring tasks, store client information, automate client data collection, and more with Financial Cents.

Register now

About Bookkeep

Untangle the accounting for your multi-channel ecommerce and POS clients, with Bookkeep!

With automatic accrual-based summary journal entries posted to QBO, Xero, Zoho Books or Sage Intacct while you sleep, accurately recognizing the revenue, sales tax, fees, and deposits from platforms like Shopify, Square, Amazon, PayPal, Toast, Clover, (and many more!) has never been easier.

https://www.bookkeep.com

Register now