Transforming CAS Pricing and Packaging

Overview

CAS practices across the country are demonstrating the incredible difference they can make for clients. Growth is up and service providers are in high demand. Yet traditional time and materials pricing methodologies don’t communicate or capture the value created, limiting profitability of this fast-growing service area and inhibiting investments in staffing and technology. Attend this interactive session to explore creative packaging and pricing strategies. Leave with concrete, actionable ideas that will drive profitability and grow your CAS practice.

Highlights

The major topics that will be covered in this course include:

• Discuss scoping strategies for advisory services
• Review pricing strategies to select what methods to pilot and implement as part of your CAS practice

Prerequisites

None

Designed For

All team members involved in selling, cross selling, or marketing to clients. Partners, directors, managers, and marketing professionals.

Objectives

After attending this presentation you will be able to:

• Determine why CAS is uniquely positioned to "pilot" creative pricing strategies
• Recognize ways to position CAS to elevate it in the minds of partners, referral sources, and prospects (including existing clients!)
• Identify creative packaging and pricing strategies and choose the right one for each of your CAS offerings
• Apply internal and market-facing communications strategies to create buy-in to the new pricing ideas you'd like to try as well as make "space" to tweak your plans over time

Preparation

None

Notice

This course is provided by a third-party vendor. Please note that login instructions will not be available in the ‘My Upcoming CPE’ section of the NESCPA website. Instead, the login instructions will be sent directly to you via email by CPA Crossings. Upon completing the course, your hours will be recorded in the ‘My CPE Tracker’ section of the NESCPA website.