How to charge for accounting: Value-based pricing vs. hourly rates | Jeremy Wells — Gearing Up EP 10 скачать в хорошем качестве

How to charge for accounting: Value-based pricing vs. hourly rates | Jeremy Wells — Gearing Up EP 10

When creating proposals and pricing strategies for your accounting firm, should you take a value-based approach or charge an hourly rate? Episode #10 of 🎙️ Gearing Up — an interview series by Relay. Hosted by Blake Oliver, CPA. Subscribe to Gearing Up 👉 https://hubs.li/Q014LG_20 Relay is business banking that completes your accounting tech stack. Learn more about Relay 👉 https://hubs.li/Q014LGJw0 EP#10 features Jeremy Wells, PhD, CPA, EA, Owner of JWellsCFO, an accounting firm specializing in helping small business owners maximize their tax savings and build better businesses. This episode covers: 🤝 Jeremy’s unique journey from academia to accounting 🤝 How to create proposals in Ignition that attract new clients 🤝 The age-old accounting debate: Value-pricing vs. hourly rates To learn more about Jeremy and his firm, visit ➡️ www.jwellscfo.com/ 0:00 - Opening 0:51 - Guest intro: Jeremy Wells 1:57 - Jeremy's tech stack: QuickBooks Online, QBO Payroll, Inuit ProConnect 5:10 - His journey from higher education to accounting 6:16 - Why Jeremy focuses on educating clients 6:29 - How to create proposals that attract new clients 9:37 - Ignition as a key part of his tech stack 10:38 - Structuring proposals in Ignition 15:44 - Improving proposal win rates 17:50 - Pricing packages: Value pricing vs. billable hourly rates 19:40 - Wrap up Gearing Up is published every two weeks! Subscribe to get the next episode. ➡️ https://hubs.li/Q014LG_20 Disclaimer: Relay is a financial technology company, not an FDIC-insured bank. Banking services and FDIC insurance are provided through Thread Bank; Member FDIC. The Relay Visa® Debit Card is issued by Thread Bank pursuant to a license from Visa U.S.A. Inc. and may be used everywhere Visa® debit cards are accepted.