DCPA2426. Marketing and Pricing Tax Advisory Services, Naturally

Whether marketing and pricing services comes natural to you or not – we know that this is a mix of art and science. In this session we will dig into practical methods of creating the right tax advisory services – ones that fit your clients’ needs and your firms skill set. The right services for your clients will lead to a more natural engagement process, where your confidence to deliver will remain high.


Learning Objectives:

  • Describe methods of identifying needs in their client base
  • Classify tax advisory opportunities into appropriate buckets for pricing
  • Structure advisory services for efficient execution
Date/Time
–
CPE Credits
1.0
NASBA Field of Study
Business Management & Organization
Level
Intermediate
Prerequisites
4-5+ years in the profession
Session Tags
TAX
Speakers
Image of Will Hill

Will Hill

Owner
Will Hill Consults, LLC
Image of James Lopiccolo

James Lopiccolo

CPA, CGMA
Managing Member
Capocore Professional Advisors