Mastering Strategies for Growth: Defining Your Ideal Client

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Series: Mastering Strategies for Growth with Debra Kilsheimer

Topic: Defining Your Ideal Client

1 CPE Credit Available

Field of Study - Communication and Marketing

You cannot build a high-value firm on shaky beliefs. If you are not confident in your worth, your pricing will show it. Many accountants jump to new pricing models or better proposals, but the real issue is internal. One comment like "That seems high" can trigger doubt and lead to discounting. This session helps you strengthen the foundation behind your pricing: your beliefs, boundaries, and standards.

We will focus on creating your personal manifesto. It defines what you believe about clients, value, and your own worth. It also clarifies what you say yes to and what you will no longer tolerate. Clear beliefs lead to consistent pricing, better clients, and healthier decision-making. Unclear beliefs lead to inconsistent pricing and resentment.

Cost: Free

CPE Credits: 1

Subject Area: Communication and Marketing

Course Level: Basic

Instructional Method: Group Internet Based

Prerequisites: None

Advanced Preparation: None

Who Should Attend: CPA, Bookkeeper, Accountant, Enrolled Agents, Tax Preparer

This is a premium content member's only training event.  You can learn more and join the program here. Annual membership is $599. The program includes 3 monthly CPE webinars with 1-2 hours of Q&A following each event plus access to members only content throughout the year.