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Free cpe webinars
Pricing Strategies and Revenue Optimization for Firms

PRICING STRATEGIES AND REVENUE OPTIMIZATION FOR FIRMS

Cost Free
Presentation Length 1.0 hour

Recorded DateJanuary 22, 2025
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Who Should AttendCPA - small firm
Course Description

Join us for this engaging webinar where we dive into the pivotal challenge faced by many firm leaders—ensuring adequate capacity to serve clients effectively. Recognizing the limitations posed by traditional billable hours, accounting firms are reevaluating their pricing models to align with evolving client demands, market dynamics, staff retention, and technological advancements. In this session, we will explore innovative pricing strategies that focus on revenue optimization, providing a holistic approach to address capacity challenges without sacrificing client relationships.  

Throughout the webinar, we will discuss the shift from conventional models to revenue replacement, emphasizing the need for a strategic pricing framework that not only sustains but enhances your firm's financial health. By the end of the session, you will gain actionable insights into crafting pricing strategies that align with client expectations, boost competitiveness, and promote sustainable revenue growth. 

Learning Objectives: 


  • Recognize the limitations of traditional billable hours and explore alternative pricing models that cater to evolving client demands and market dynamics 

  • Identify innovative pricing strategies that focus on revenue optimization, ensuring your firm remains competitive while effectively addressing capacity challenges

  • Determine how to craft a strategic pricing framework that promotes client retention, staff satisfaction, and sustainable financial growth for your firm

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE

Keith Hall Jr.

Thomson Reuters
Senior Solutions Consultant
[email protected]

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Keith is a Senior Solutions Consultant. As a part of the Thomson Reuters team since 2015, he currently specializes in Advisory solutions while also working with solutions involving tax preparation, tax planning, firm management, document management, information exchange, and more.

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Jon Hubbard

Boomer Consulting, Inc.
Shareholder & Consultant
[email protected]
(785) 537-2358

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Jon Hubbard, Shareholder and Consultant at Boomer Consulting helps accounting firm leaders find success in the areas of leadership, talent and growth. Jon is a facilitator for the Boomer P3 Leadership Academy, Boomer Talent Circle, Boomer Marketing and Business Development Circle, and the Boomer Operations Circle. He also guides firms to grow and be more effective in the areas of client service, marketing and business development. Jon speaks at various industry conferences, user conferences, state societies and associations. He is a StoryBrand Certified Guide and Certified Kolbe Consultant.


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With over 8 years at Thomson Reuters, Danielle serves as a Solutions Consultant specializing in Advisory. A dedicated professional, she actively participates in Thought Leadership events, including Partner Summits, Advisory Symposiums, and Synergy conferences. Danielle leverages this experience to drive innovative solutions, contributing to the evolution of Advisory services within the industry. 
 

About Our Presenter

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Thomson Reuters (TSX/NYSE: TRI) (“TR”) informs the way forward by bringing together the trusted content and technology that people and organizations need to make the right decisions. The company serves professionals across legal, tax, accounting, compliance, government, and media. Its products combine highly specialized software and insights to empower professionals with the data, intelligence, and solutions needed to make informed decisions, and to help institutions in their pursuit of justice, truth, and transparency. Reuters, part of Thomson Reuters, is a world-leading provider of trusted journalism and news. For more information, visit tr.com.