Pricing and Packaging Your CAS Offerings
Join us for an insightful webinar featuring Jake Grimm, Director of Innovation and Automation, Summit Virtual CFO by Anders, and Jody Grunden, Partner at Anders CPAs + Advisors, Head of Summit Virtual CFO by Anders, as we dive into innovative billing strategies and subscription-based modeling for your accounting practice. Whether you’re looking to optimize your billing methods or explore new revenue models, this webinar has you covered. Jody will share his expertise and practical tips on transforming your practice to drive growth and client satisfaction.
Instructors and Presenters:
• Jake Grimm, Director of Innovation and Automation, Summit Virtual CFO by Anders
• Jody Grunden Partner at Anders CPAs + Advisors, Head of Summit Virtual CFO by Anders
• Tom Wadelton, CPA, Virtual CFO, Summit VCFO by Anders
Learning Objectives:
• Learn Five Ways to Bill Your Clients: Discover diverse billing methods to meet your clients’ needs and enhance your service offerings.
• Explore Subscription-Based Modeling: Understand the benefits and implementation of subscription models to create consistent revenue streams.
• Learn KPIs for a Subscription-Based CAS Practice: Identify key performance indicators essential for monitoring and growing your subscription-based Client Accounting Services (CAS) practice.
• Discover a Six-Step Sales and Conversion Process: Master a proven process to attract and convert potential clients effectively.
• 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/