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Description
Many professionals and business owners struggle with pricing—not because they lack skill, but because they don’t fully understand what their services are worth. Too often, they undercharge, attract the wrong clients, or fail to communicate what makes them unique. The same service can be seen as ordinary or priceless, depending on who evaluates it and how it’s positioned.
This course will help you shift from cost-plus to value-based pricing, ensuring you get paid for results, not just effort. You’ll learn how to attract the right clients, package your services strategically, and communicate your value with confidence—so people focus on your impact, not just your price.
We’ll explore why businesses struggle with pricing, discount too much, or fail to position themselves properly, and how to fix these mistakes with proven strategies. Whether you’re trying to raise prices, differentiate yourself, or increase profits, this course will give you the tools to price for long-term success without fear of losing clients.
By attending this course, attendees will be able to:
Have the clarity and confidence to own your worth, attract high-value clients, and finally charge what you truly deserve.
Who Should Attend?
Professionals looking to shift from cost-plus to value-based pricing
Field of Study: Business Management & Organization – Non-Technical
CPE: 1
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Description
If your firm wants the flexibility and efficiency of cloud-based tax software, or is struggling to manage remote employees or software updates, or desires the efficiency of having all the tools you need in a single application, then you should attend this webinar. In this course, you will see a live demonstration of Intuit ProConnect Tax, the most widely used cloud-based tax application for professional tax firms. You’ll learn why many larger firms are switching to ProConnect, which is built on the Lacerte engine but offers the flexibility and power of a scalable, modern solution. We will cover what makes ProConnect uniquely better than other solutions, including features that exceed the needs of a modern high-volume firm to collaborate on returns, review the work of others, work anytime anywhere, and more. See a demonstration of several powerful integrations, including how seamlessly you can transfer QuickBooks into ProConnect, and how you can create custom tax plans in minutes to show clients valuable savings by using tax strategies automatically generated from their ProConnect Tax returns.
LEARNING OBJECTIVES:
Identify the benefits of using ProConnect Tax
Identify time-saving features built directly into the software
Recognize tools in ProConnect Tax to help manage firm workflow and increase productivity especially for high-volume firms
Understand how to import QuickBooks data into a tax return
Identify how the Link client portal gathers client data and imports it directly into the tax return
Understand how to leverage Intuit Tax Advisor to generate tax advisory insights without manual work, quantify savings from various tax strategies, calculate estimated tax payments, and generate summary reports to give to clients
Establish familiarity with features especially valuable for larger firms such as tickmarks for review, batch e-filing, automatic apportionment for business returns, partnership special allocations, robust user notes with user, date and time stamping, and more
Determine how to sign up for ProConnect Tax
WHO SHOULD ATTEND? Tax professionals that are interested in or new to the ProConnect Tax software
CPE & CE: 1
Register here
Description
If your firm wants the flexibility and efficiency of cloud-based tax software, or is struggling to manage remote employees or software updates, or desires the efficiency of having all the tools you need in a single application, then you should attend this webinar. In this course, you will see a live demonstration of Intuit ProConnect Tax, the most widely used cloud-based tax application for professional tax firms. You’ll learn why many larger firms are switching to ProConnect, which is built on the Lacerte engine but offers the flexibility and power of a scalable, modern solution. We will cover what makes ProConnect uniquely better than other solutions, including features that exceed the needs of a modern high-volume firm to collaborate on returns, review the work of others, work anytime anywhere, and more. See a demonstration of several powerful integrations, including how seamlessly you can transfer QuickBooks into ProConnect, and how you can create custom tax plans in minutes to show clients valuable savings by using tax strategies automatically generated from their ProConnect Tax returns.
LEARNING OBJECTIVES:
Identify the benefits of using ProConnect Tax
Identify time-saving features built directly into the software
Recognize tools in ProConnect Tax to help manage firm workflow and increase productivity especially for high-volume firms
Understand how to import QuickBooks data into a tax return
Identify how the Link client portal gathers client data and imports it directly into the tax return
Understand how to leverage Intuit Tax Advisor to generate tax advisory insights without manual work, quantify savings from various tax strategies, calculate estimated tax payments, and generate summary reports to give to clients
Establish familiarity with features especially valuable for larger firms such as tickmarks for review, batch e-filing, automatic apportionment for business returns, partnership special allocations, robust user notes with user, date and time stamping, and more
Determine how to sign up for ProConnect Tax
WHO SHOULD ATTEND? Tax professionals that are interested in or new to the ProConnect program Course Level: Basic Course Length: 60 Minutes Prerequisites: NONE Delivery Method: Group-Internet Based Field of Study: Taxes - Technical Recommended CPE: 1 Recommended IRS CE: 1 IRS Course ID: NESGF-T-00206-25-O