Optimize Your Pricing and Delivery Strategies to Improve Client Experience

Опубликовано: 22 Июль 2026
на канале: Anders Virtual CFO
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When running a firm, it can seem like there's endless problems to solve.

Your firm only has three problems:
-Create value: if you're not creating value for clients, they won't want to give you money.
-Price effectively: if you're not pricing effectively, you're working harder than necessary & leaving money on the table.
-Deliver efficiently: if you're not delivering efficiently, you're wasting time that could be used for other areas of your life.

When you focus on solving these problems, you make meaningful progress in improving your firm.

Instructors:
-Geraldine Carter, Owner, Geraldine Carter LLC
Facilitated by Tom Wadelton, CPA, Virtual CFO, Summit Virtual CFO by Anders

Learning Objectives:
-Discover how to create value for clients
-Explore profit maximizing pricing
-Improve service delivery

Designed for:
-Firm owners and practicing accountants identifying ways to increase value and maximize profits

• For details on our upcoming webinars, visit: https://www.summitcpa.net/vcfo-community
• Check out our Summit Virtual CFO by Anders website: https://www.summitcpa.net/
• Find out more about the Virtual CFO Playbook Course: https://vcfoplaybook.summitcpa.net/