If you are looking to:
- Accurately price your services
- Identify your most profitable clients
- Ensure you are not underquoting or overquoting your clients
Then this session is for you! Join Jolene Lutman—Director at Centegrity Bookkeeping and Business Mentoring—and Trent McLaren—Xbert Ambassador and industry leader—as they share how to accurately price client agreements using a data-driven approach.
No more "finger in the air" approach, "market rates" or simply what the client is used to paying. Now is the time to use real data to accurately price your services, and ensure you don't leave money on the table.
You'll learn how leading accounting & bookkeeping firms are using technology to gain instant insight into the quality of a client's books and give them confidence in recoverability.
About the session
Register for this free, 45-minute webinar to learn more about how to:
- Use data to help you accurately price your accounting & bookkeeping work
- Understand which clients are profitable, and which are not over the course of the year
- Gain confidence in your pricing with a data-driven approach
- Ensure you're never going out of scope by using technology to automatically stay on top of client files
Conditions for CPD points
CAANZ members may claim webinar attendance as CPD hours if personally satisfied it is professionally relevant and meets the CPD requirements set out in the CR 7 Continuing Professional Development requirements for CAANZ.
CPA Australia members may manually record webinar attendance in their CPD Diary if the activity increased knowledge or skills in relation to the member's job role or career aspiration.
IPA Members can enter their attendance to the webinar as structured CPD activity.
The Tax Institute members can record the webinar attendance as structured CPD if it is relevant to their role.
