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