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Are You Charging Your Clients Enough?: Mystery Shopping Accounting Services

ARE YOU CHARGING YOUR CLIENTS ENOUGH?: MYSTERY SHOPPING ACCOUNTING SERVICES

Cost Free
Presentation Length 1.0 hour

Recorded DateSeptember 21, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

You need to know two things to effectively price the services your firm offers. You need to know your competitors’ prices, and you need to know what differentiates your offerings from those of your competitors. It also helps if you can talk a good smack game about them. All of this information is available to you through the art of mystery shopping. In this webinar, Greg and his guests will take a detailed look at the tax and review work performed by a Top 100, regional CPA firm. They will discuss the firm’s actual pricing, and they will discuss the value delivered to the client from the client’s perspective. Spoiler: Greg was the client. (But the identity of the firm won’t be revealed. It’s like the Masked Singer, but for accounting.)

Learning Objectives:


  • Determine what a large regional CPA firm charges for its tax and assurance work.

  • Identify what value the customer received for the fees paid for their tax and assurance work.

  • Identify how to create a value price based on your clients’ next-best alternatives.

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Greg has established himself as a unique voice in the world of stand-up comedy. He's shared the stage with many noted comedians. When he's not busy making people laugh, Greg works as a controller and general manager in Utah.
 

About Our Sponsor

Gustologo
Gusto serves more than 100,000 small businesses and 4,500 accounting firms nationwide. Each year we process tens of billions of dollars of payroll and provide employee benefits—like health insurance and 401(k) accounts—while helping companies create incredible work places.

Through one refreshingly easy, integrated platform, we automate and simplify your payroll, benefits, and HR, all while providing expert support. You and your employees will get the peace of mind you need to do your best work.