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The Shift to Value Pricing & Advisory Services: Part 2

THE SHIFT TO VALUE PRICING & ADVISORY SERVICES: PART 2

Cost Free
Presentation Length 1.0 hour

Recorded DateJune 25, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

While the focus of Part 1 of this series was on shifting to value pricing, Part 2 will focus more on the advisory role. We'll look at what advisory services are, how to define your expertise, and how that can benefit your client. 

Learning Objectives:


  • Determine where to start when it comes to advisory services

  • Identify the critical components of a client advisory meeting

  • Recognize how to ask the right questions to meet your clients' needs and help them achieve their goals 

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Meet Katey. She’s a paddle boarder, music lover, Zumba instructor, and travel enthusiast who’s been to 45 countries. She graduated from Baylor University in Waco, Texas, and began a career in the fashion industry. But after coming down with Dengue fever during a 2016 trip to Vietnam, she decided to focus her efforts on the accounting profession. And so Millennial Accounting was born. Katey loves training, encouraging, creating processes, and introducing her clientele to new apps and technology. Millennial Accounting primarily serves two niches (real estate/property management and e-commerce) and is on a mission to serve, inspire, educate, and problem-solve. Katey currently resides in Miami, Florida. We are so grateful to have this traveling, dancing, fashion-loving accounting professional in our CPA Academy family!

About Our Sponsor

Abacusnext2
As the largest Technology-as-a-Service (TaaS) provider for the professional services sector, AbacusNext helps legal and accounting professionals achieve ultimate success and peace of mind through the delivery of a complete suite of compliance-ready technology solutions designed to support a secure and cloud-enabled practice at a cost they can afford. Our portfolio of turnkey solutions include hardware, software and infrastructure on a pay as you go model; Practice Management, Client Resource Management (CRM), Payment Processing, Email, Desktop as a Service (DaaS) and Managed IT. To sign up or learn more visit AbacusNext.com.