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Overview

Higher margins and client satisfaction come from a better working relationship with your clients. This spans from how you sell your services, what services do you offer, the actual service you deliver and what you do to be different from other firms your prospects could choose from.

After attending Practice Strategy (STR-102) lectures and discussions, you will be able to track and increase your overall client satisfaction while extracting the most value out of each and every client engagement.

Delivered by outstanding accounting professionals and industry leaders from around the world, you will walk away with the ins and outs of value pricing and advisory services, as well as examples and tactics to innovate and stand out from the crowd. You will also be able to track & use NPS to improve long term client relationships and get actionable change management steps to ensure your entire practice is onboard.

Lectures commence the week of April 30th and run weekly for 12 weeks (time for you). Spaces are limited.

Primary lecturers

Timothy Munro

CEO & Founder of Change Accountants & Advisors and ChangeGPS

http://changegps.com.au

Timothy and his team at CHANGE have been advising clients for over 26 years. Their entire focus is on helping clients make smart financial decisions now to help them have a beautiful financial future! Change is a 100% cloud firm that embraces new tech to help their clients achieve amazing results. Change Accountants have won many awards, including being the 2015 Xero Australian Partner of the Year, the IPA 2016 Qld Practice and member of the Year and the IPA 2016 National Member of the Year.

Full profile

Carla Caldwell

Founder of Caldwell Consulting & Training

http://caldwellct.com

Carla Caldwell works with business owners (especially non-profits) to bridge the gap between growing business and specific accounting solutions. She also helps accounting and bookkeeping firms implement the tools that help them be more successful—from value pricing and process development to the apps that support their systems.

Full profile

Guest lecturers

Adrian is a Practicing Fellow of VeraSage Institute, an avid imaginer of how to make business more human, and helping accountants transform to enable stronger, more focused businesses.

A seasoned CPA, early adopter and advocate of cloud technology in accounting and business, Bruce is passionate about driving the advancement of the accounting industry.

With 25 years experience in tech & processes, 15 years of leadership experience in the accounting industry & a prior UC Berkeley lecturer, Ian is an expert in practice efficiency and growth.

Details

Karbon Academy Practice Strategy (STR-102) is part of the Practice Strategy track.

The course is a 12-week lecture & discussion training series. The course includes:

  • Six, 1-hour live lectures, including Q&A with the lecturers
  • Six, 1-hour live discussion and execution sessions
  • On-demand access to all lectures & discussion sessions
  • Course workbook plus structured firm work
  • Up to 12 CPE credits (US only) and 12 CPD credits (Canada and Australia)

Every lecture will be followed by the related discussion session the following week.

If you miss a lecture or discussion group, they will be recorded and provided to you on-demand after the class has concluded.

Curriculum

How to of Value Pricing
Practical, practical, practical. Learn the ten steps to value pricing while focusing in on what services to bundle and what prices you should offer.

The Value Conversation
Capturing value starts and ends with how you communicate with prospects. Learn the ins and outs of how to conduct the value conversation.

Advisory Services
With automation, the move is to higher level services like advisory work. Learn from experts on what they offer and how they do it.

Client E2E Experience
Think from the client’s perspective to obtain positive word-of-mouth and negative churn. Measure your Net Promoter Score (NPS) to know what’s working, what isn’t, and what and how to change.

Innovation
In a crowded market, differentiation is key. Differentiation relies on innovation. Learn how to think differently and get the tools to experiment and test rapidly to offer what others can’t.

Change Management
Putting a strategy together is one thing, putting it into practice is another. Learn the 8 steps to change management to get the entire firm to accept and adopt.

Enroll

Classes begin the week of April 30th. Spaces are limited so enroll today to secure your place.


100% Satisfaction Guarantee
If you are not satisfied with Karbon Academy for any reason, simply email us at academy@karbonhq.com or call (510) 517-6267 within 30 days of the first lecture for a full refund of the class.

 

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Need help choosing? Take a free, 5 minute practice excellence assessment to pinpoint the exact course and lecture that will make the most impact for you and your firm

Karbon Magazine

The industry magazine for accountants. In-depth reports, editorials, videos, and resources to keep you at the front of today’s modern accounting industry.

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