How to Raise Your Rates with Existing Clients

How to Raise Your Rates with Existing Clients
January 5, 2023 @ 1-1:50pm ET

Raising rates is one of the toughest decisions for CPA firm owners--especially as you worry about clients challenging higher fees. A couple of choices exist: continue with current rates to avoid rocking the boat; new clients pay a higher fee than current clients; or, send a letter justifying a slight 5 to 10 percent rate increase. During this action-packed session, learn the pricing solution which raises profit margin, how to raise rates even if you lack confidence, and a proven 5-step system to transition current clients to your new prices. Join this session with Loren Fogelman and finally set fees which reflect the value of your services to ALL of your clients.

Who Should Attend

Firm Owners
Accountant
Bookkeepers
Tax Professionals

Learning Objectives

Learn the pricing solution which raises your profit margin
Discover key insights to what clients highly value and happily pay for.
Explore how to raise your rates even if you lack confidence.
Discover how to communicate the value of your services without being "salesy."
Learn a proven 5-step system to transition current clients to your new prices

Presenter: Loren Fogelman, CPA, Founder & Principal, of Business Success Solutions

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ADDTIONAL INFORMATION
Instructional Delivery Method: Group Live Internet-Based.
The instructional method is lecture with active group participation and visual aids.
CPE Credit: 1
Field of Study: Business Management & Organization
Prerequisite: None
Program Level: Basic
Advanced Preparation: None
Cancel at any time for a full refund.

CPA Leadership Institute, Inc. is registered with the National Association of the 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 the individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.

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WEBINAR: JANUARY 5, 2023

WEBINAR: JANUARY 5, 2023

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