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Creating Options & Packages for your Accounting Services with VALUE PRICING
Webinar Preview
Short Course Preview (7:33)
1+Hour Preview Webinar Recording from 11/01/2018 (74:27)
Recording of LIVE of Part 2 - August 2018
Materials used on live 08/30/2018 Webinar
Part 1 - Introduction (41:08)
Part 2 - General Rules for Implementing Value Pricing (53:53)
Part 3 - The Seven Opportunities to Create Value (34:54)
Part 4 - The Value Conversation (57:47)
Part 5 - Building Options (with Kirk Bowman) (59:35)
Part 6 - Bonus/Overtime (23:48)
Recording Live of Part 2 - November 2018
Download Templates here
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Live Webinar Recording
Pre-Recorded Videos on VALUE or PRICING
Other Materials, Guides, Downloads, etc...
Drafting an Engagement Letter (44:18)
WEBINAR PREVIEW: QB Power Hour 07/26/18 - Introduction to the Value Pricing Business model (57:25)
What Customers VALUE about Professional Services (7:02)
Do customers Value our work? - Part 1 (26:04)
Do customers value our work? - Part 2 (34:23)
The Business Models of Hourly vs. Value-Based Pricing (27:40)
The 6 Opportunities to Create Customer Value (14:12)
Having the Value Conversation & Transitioning to Value Pricing (47:06)
What is Value Pricing? (27:22)
Offering options when pricing your services (18:43)
Implementing Value Pricing for a Small Accounting Firm (58:41)
Identifying Clients and Opportunities to Implement Value Pricing (62:38)
Transitioning to Value Pricing (110:58)
BONUS MATERIAL: Hector's Thoughts on Pricing, Time-Tracking, Value Creation, and Salesmanship
The Water-Diamond Paradox of Value (11:27)
IS TIME AN ASSET? (11:02)
How Effectiveness Trumps Efficiency in Relationship work (SNH18 Preview) (32:20)
Business Lesson from the Printing Press story "Specialize and price based on value (7:55)
5 Elements of Business Success for Service Professionals (11:15)
30 Elements of Value (17:54)
Business Tip - Business Success Through Happy Customers (6:11)
The Dan Sullivan Question & and how to have an effective value conversation (10:08)
Intent vs Impact (and the three "realities" of communication) (12:51)
Pricing your services & measuring time. (18:00)
Top 5 WORST Questions to ask your Consultant:Accountant (... and 17 good questions) (13:23)
Road to Consultancy & Skills Rate Matrix (10:41)
From AltAccountant Program 2019
Pricing with Options Video with 12 T's (16:36)
Templates
BONUS MATERIAL: Interviews & Guest Speakers
Advisor's Corner Podcast Interview with Mark Wickersham (43:51)
QB POWER HOUR: Deep Dive into Pricing Options for Accounting Services (52:49)
BONUS MATERIAL: Art of Advisory Podcast
Art of Advisory, Episode 1 - What is Advisory? And the Mindset of the Consultant_1280x720_MP4 (36:25)
Art of Advisory, Episode 2 - Client Conversations and Questions that trigger Advisory Services_1280x720_MP4 (45:35)
Art of Advisory, Episode 3 - Should Accountants be Independent\?_1280x720_MP4 (54:43)
Art of Advisory, Episode 4 - What did accountants do before taxes and regulation\?_1280x720_MP4 (57:39)
Art of Advisory, Episode 5 - Workflow and Advisory with Laura Redmond_640x360_MP4 (53:47)
Art of Advisory, Episode 6 - Leaving Money on the Table and Pricing Choices_1280x720_MP4 (58:53)
Art of Advisory, Episode 7 - Unsolicited Advice vs. Unwelcomed Advice_1280x720_MP4 (62:24)
Art of Advisory, Episode 8 - How to have a value conversation_1280x720_MP4 (61:17)
Art of Advisory, Episode 9 - Word Choice of the Advisor_1280x720_MP4 (59:49)
Art of Advisory, Episode 10 - What is Tax Season\?_1280x720_MP4 (62:37)
Art of Advisory, Episode 11 Time vs Timing_1280x720_MP4 (62:32)
Art of Advisory, Episode 12 - Questions from the audience on Value Pricing or Advisory Services_1280x720_MP4 (60:14)
Art of Advisory, Episode 13 - Learning from Peers + Our SNH Sessions Preview_1280x720_MP4 (60:31)
Art of Advisory, Episode 14 - Social Media and Advisory_1280x720_MP4 (48:54)
Art of Advisory, Episode 16 - Scoping and Pricing the Unknown_1280x720_MP4 (61:20)
Art Of Advisory, Episode 15 - Learning from Mistakes_1280x720_MP4 (56:15)
Art of Advisory, Episode 17 - Scoping Complex Projects_1280x720_MP4 (65:42)
Art of Advisory, Episode 18 - Efficiency vs Effectiveness_1280x720_MP4 (57:53)
Art of Advisory, Episode 20 - Interview with Andrew Berg, CPA_1280x720_MP4 (46:08)
Art of Advisory, Episode 19 - "Random Acts of Consulting" with Edi Osborne_1280x720_MP4 (59:52)
Art of Advisory, Episode 22 - Transformation (Live from #SNH18)_1280x720_MP4 (20:21)
Art of Advisory, Episode 21 - After Action Reviews - "The best learning tool ever invented"_1280x720_MP4 (62:24)
Art of Advisory, Episode 23 - Presentation of Ideas & Proposals_1280x720_MP4 (54:55)
Art of Advisory, Episode 24 - The Sales Process with Debra Angilletta_1280x720_MP4 (30:14)
Art of Advisory, Episode 25 - Interview with Seth David abut consulting with Real Estate,_1280x720_MP4 (41:09)
Art of Advisory, Episode 26 - Interview with Mike Milan about Advisory Services with Banks_1280x720_MP4 (57:15)
Art of Advisory, Episode 27 - The 5 Opportunities to Create Value (43:40)
Art of Advisory, Episode 28 - Backups vs. Redundancy (45:29)
Art of Advisory, Episode 29 - Implementing Value Pricing with Existing Customers (45:31)
Art of Advisory, Episode 30 - Exactly What to Say (60:22)
Resources from Others
Breaking the Time Barrier E-books by Mike McDermet (Freshbooks CEO)
Links to Recorded Webinars from Others
Art of Advisory, Episode 17 - Scoping Complex Projects_1280x720_MP4