Webinar Details
Course Description

Pricing and fees shouldn't be an awkward conversation. You're providing a valuable service, and the last thing you should be worrying about is clients questioning your fees and dragging their feet paying. This webinar focuses on how to talk to your clients about pricing and payment terms. Josh Lance, CPA, Managing Partner at Lance CPA Group, guides us in how he transitioned from hourly billing to pricing his firm's tax and accounting services upfront - and got his clients to pay upfront. This webinar will show you how to price your services upfront with confidence and help you eliminate your accounts receivable and the time required to manage that.

Learning Objectives
  • Identify how to price tax engagements upfront confidently
  • Recognize why clients prefer fixed fees and no unpleasant surprises
  • Identify how to get clients to pay for your services ahead of time
  • Identify how moving to a monthly recurring revenue model can help you better serve your clients
  • Identify how to win new clients by talking about the price upfront
Who Should Attend

CPAs, accounting professionals, firm owners

Presenter Details
  • Josh Lance

    Josh Lance is the Head of Accounting at Practice Ignition and the founder and Managing Director of Lance CPA Group, a virtual CPA firm that focuses on providing accounting and consulting services to craft breweries and digital agencies. A licensed Certified Public Accountant and Chartered Global Management Accountant, Josh is also a family man who calls Chicago home. Before venturing on his own with a mission to help small businesses, Josh spent his early career at a top-10 national public accounting firm before working at an ultra-high net worth family office. Josh is also an adjunct faculty at Northwestern University in Evanston, IL teaching accounting in the Farley Center for Entrepreneurship and McCormick School of Engineering. He en... Read more

NASBA Sponsor
  • National Registry of CPE Sponsors for the QAS self-study delivery method
    Encoursa is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBAregistry.org.
Date & Time
Thursday, June 17, 2021

11:00 AM EDT (see additional timezones)

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    Self-Study: CPE certificates will be accessible through your dashboard immediately after passing the qualified assessment.

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