This webinar will provide accounting professionals with a better understanding of how to implement to fixed fee services while maintaining or increasing the firm’s profitability. We will cover key areas that contribute to the bottom line such as defining service offerings and creating service packages. We will also address possible contributors to scope creep, including client support and special client requests.
Recognize the importance of defining your Service Offerings.
Discuss how to create service packages.
Determine how to address client support.
Prepare a response for non-standard clients.
Aero Workflow
CEO/Founder Redmond Accounting, Aero Workflow, Redmond Academy
[email protected]
(434) 466-9098
Laura Redmond is the CEO of Redmond Accounting Inc (RAI), a boutique firm providing CAS centered around QBO and its ecosystem of apps. Laura was awarded 2023 Top QBO Advanced MidMarket ProAdvisor, 2019 Top Client Accounting Services ProAdvisor, and 2014 Leading QBO Practice. Laura created Aero Workflow, an app used by accounting firms worldwide to manage service delivery. Laura co-authored many of Intuit’s QBO certification programs for accountants and presents sessions at national accounting technology conferences and virtual webinars.