Resources

Webinar: Pricing and Packaging Your CAS Offerings

|Recorded Webinar

UPDATED ON 04/16/2025

Pricing and Packaging Your CAS Offerings

This webinar has already occurred, but you can catch the replay above.

Join us for an insightful webinar featuring Jake Grimm, Director of Innovation and Automation and Jody Grunden, Partner, as we dive into innovative billing strategies and subscription-based modeling for your accounting practice. Whether you’re looking to optimize your billing methods or explore new revenue models, this webinar has you covered. Jody will share his expertise and practical tips on transforming your practice to drive growth and client satisfaction.

Learning Objectives:

  • Learn Five Ways to Bill Your Clients: Discover diverse billing methods to meet your clients’ needs and enhance your service offerings.
  • Explore Subscription-Based Modeling: Understand the benefits and implementation of subscription models to create consistent revenue streams.
  • Learn KPIs for a Subscription-Based CAS Practice: Identify key performance indicators essential for monitoring and growing your subscription-based Client Accounting Services (CAS) practice.

Who should attend:

  • Firm owners creating growth plans
  • Practice leaders looking to launch advisory services

Prerequisites: Experience providing client services
Program Level: 
Basic
Advanced Preparation: 
None
Delivery Method: 
Group Internet Based

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Our firm provides this information for general educational guidance only and does not constitute the provision of legal advice, tax advice, accounting services, investment advice, or professional consulting of any kind. The information provided herein should not be used as a substitute for consultation with professional tax, accounting, legal, or other competent advisers. Before making any decision or taking any action, you should consult a professional adviser who has been provided with all pertinent facts relevant to your particular situation. Podcasts posted by Anders CPAs + Advisors are not intended to be used and cannot be used by any individual or business, for the purpose of avoiding accuracy-related penalties that may be imposed on the taxpayer. The information is provided "as is," with no assurance or guarantee of completeness, accuracy, or timeliness of the information, and without warranty of any kind, express or implied, including but not limited to warranties of performance, merchantability, and fitness for a particular purpose. Please note that some content may be generated using artificial intelligence and is intended for educational and informational purposes only. In no way does listening, reading, emailing or interacting on social media with our content establish a professional relationship.

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