Roundtable: Practice Excellence and Exchange Roundtables - PEERS
CPE: 1 hour other; virtual idea exchange with guided discussion.
Live virtual idea exchange with guided discussion, breakout groups, and group sharing
Pricing isn’t just about numbers — it’s about clarity, confidence, and communication. This interactive idea exchange explores how tax and accounting professionals are structuring their fees, managing scope creep, and communicating value to clients in a shifting marketplace.
Participants will compare hourly, fixed, and value-based pricing models, share strategies for handling client pushback, and discuss how they review and adjust fees over time. Whether you’re refining your engagement letters or rethinking your entire pricing philosophy, this session offers peer-tested insights and practical tools to strengthen your approach.
Key Topics Include:
- Hourly, fixed, and value-based pricing: pros, cons, and hybrid models
- Managing scope creep and renegotiating expectations
- Reviewing and adjusting fees: timing, triggers, and transparency
- Communicating value: proposals, service menus, and client conversations
- Tools and templates for pricing, engagement, and documentation
Registration Options
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Registration Options
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Credits | Price |
|---|---|---|
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Member
Registration Ends 12/16/25 at 10:00 AM EST
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1.00 (Other) | $25.00 |
If you don't receive a confirmation e-mail after you complete your registration, be sure to check your spam/junk folders.
For More Information:
150 Corporate Center Drive Suite 205Camp Hill, Pennsylvania 17011
United States 800.270.3352