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Pricing, Packaging, and Finding the Right Fit for Your Firm

PRICING, PACKAGING, AND FINDING THE RIGHT FIT FOR YOUR FIRM

Cost Free
Presentation Length 1.0 hour

Recorded DateAugust 19, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Join CAS practitioners Jody Grunden of Summit Virtual CFO by Anders and Jenni Huotari of Eide Bailly as they look into how they approach the pricing and packaging of their foundational services, such as bill pay and spend management, within their CAS practices. Through this session, attendees will recognize how firms price services to help with growth and client satisfaction.

Learning Objectives:


  • Identify several different approaches to pricing

  • Recognize the differences between pricing methods and the reasons a firm may choose one over another

  • Determine which pricing and packaging approach would work well at their firm and distinguish potential service lines to price together

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Kimberly Blascoe

CPA.com
Senior Director
[email protected]
(855) 855-5CPA

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Kim leads CPA.com’s CAS 2.0 practice transformation programs, focusing on helping firms establish and grow optimized CAS practices through consulting, practice development, and training offerings.

Prior to joining CPA.com, Kim’s career was spent more than 30 years in public accounting, with the last 13 years at Wipfli, LLP. During her time at Wipfli, Kim led their CAS practice, providing a value-driven client experience utilizing an industry-focused U.S. and offshore team delivered through an innovative digital platform. Most recently, she turned her focus to the Wealth & Asset Management industry, where she led the Broker-Dealer & Advisor Network segment of the vertical.

Kim graduated from Montana State University with a Bachelor of Science, majoring in Accounting. She lives outside Phoenix, AZ, with her family.

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Jody Grunden

Summit CPA Group
CEO and Co-Founder
[email protected]
(260) 918-8822

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Jody Grunden is the CEO and Co-Founder of Summit CPA Group. From Summit CPA's inception in 2002, Jody transitioned the company to a distributed accounting firm in 2013. Since 2002, Summit CPA Group has grown from a team of two people to approximately 50. The company has grown extremely fast, experiencing three-year 150% growth consecutively over the past three years and being recognized by Inc. 5000.

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Jenni Huotari

Eide Bailly LLP
Partner-in-Charge of Business Outsourcing & Strategy
[email protected]
(701) 476-8728

Eb

Jenni is a partner with Eide Bailly LLP, a top 25 CPA firm nationally, based in Fargo, ND. Her time with Eide Bailly has allowed her to work with hundreds of tremendous companies. At Eide Bailly, they have a commitment to being an on-going resource to the companies and have an investment in their success and their growth. Jenni works with a wide range of companies, from those that have been around for over 100 years, to companies that literally just started. Each experience provides a very rewarding experience and a diverse range of knowledge related to many things beyond just financial information. Jenni considers herself a geek for business operations and financial information. 

About Our Presenter

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CPA.com was formed by the American Institute of CPAs. AICPA leadership knew the unprecedented pace of technological change required firms to adapt quickly and overcome the challenges of the partnership model to meet that goal. It charged CPA.com management with creating a business model, value proposition and infrastructure to help firms identify emerging trends and technologies and provide education, training and resources that would accelerate adoption.

 

CPA.com serves as a catalyst in the development of virtual CFO/controller services by firms and is now shifting its focus to similar innovations in tax and audit practices, with an emphasis on automation, artificial intelligence and the adoption of blockchain technology.