For decades, accounting firms have operated a traditional business model focused on being all things to all people. As a result, firms take on too many clients which causes poor service to clients and exhaustion among firm members. This deadline driven, reactive model has had a deleterious impact on individual firms and the profession at large by pushing prices down, letting clients define working relationships, making firm workers bear the burden of low-value clients, and leaving good clients with poor service. But there is a better way.

Join us for this webinar that will outline how one firm converted many of its clients to a subscription model to alleviate these lasting problems as well as simple steps to transform your firm quickly and with little risk.

• CPA Firm Partners
• CPA Firm Leaders

• Evaluate the benefits of a CPA firm subscription model & how to transition clients to this new model.
• List ways that a subscription model commands premium prices over traditional models.
• Recognize how to position the subscription model as win/win for firm and clients and shift thinking to price for access.
• Identify how to reduce the number of meetings while obtaining better results and key metrics for modern firms.
• Evaluate the process to create a year-round tax and advisory subscription model for sustainable growth.