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CSTC Academy: Wednesday Webinar Series - Critical Steps to Raise Your Rates Without Losing Clients
Wednesday, November 30, 2022, 10:00 AM - 11:00 AM PST
Category: Wednesday Webinar Series

Critical Steps to Raise Your Rates Without Losing Clients
10:00 AM to 11:00 AM PST
Cost: Member: $0 / Non-Member: $30
Wednesday, November 30, 2022

*No continuing education will be offered for this session

Speaker: Allison Loren Fogleman
Knowledge Level: Basic (No prior knowledge expected)


Online Meeting via Zoom
This will be Zoom Meeting. Once you register and pay, the Zoom link will be provided in your confirmation email for you to log in at the designated meeting time. Zoom does require registration before entering the meeting.


Up to 57% of accounting professionals undercharge for their services. Raising your rates increases your profit margin, without working additional hours. You worry that if you raise your prices you'll lose business. But what if you could seamlessly transition clients to your new rates - and only work with clients who value you? You know what you want. Now discover the exact steps to grow a prosperous firm without compromising your values. During this action-packed session you'll learn:
The #1 pricing insight which grows your bank account.
A proven formula to successfully raise your rates with confidence and ease.
3 simple steps to convert existing clients to your new pricing.
The keys to get paid what you're worth are counter-intuitive.

Together we'll map out the next steps to boost your income by doing what you love!


Loren Fogleman
Loren Fogleman is a keynote speaker and one of America's top-ranked business coaches. From 2018-2022, Loren's steadily been recognized by HubSpot in its annual list of the world's top 22 business coaches. She delivers talks and workshops across the United States at major conferences such as Inbound, one of the world's most esteemed content marketing events for entrepreneurs, as well and many niche accounting conferences. Loren is an expert in pricing strategy and sales for accounting professionals. She coaches them to shift away from the "dollar-per-hour" pricing trap to a value-based pricing model. This allows her clients to reduce workload by as much as 50% while doubling revenues. She's a regular contributor to Intuit's Firm of the Future series, Accounting Web, and the author of two Amazon best-seller books: The Winning Point: How to Master the Mindset of Champions, and the Success Solution: Break Through Limiting Beliefs for Business Success.

Cancellation and Refund Policy for Meeting Purchase:
Written webinar cancellations will be accepted up to three (3) business days before the course begins for a full refund. Please email your request to [email protected] No refunds will be given if cancellation notice is received later than three (3) business days before the course begins, or for no-show registrants.

This presentation has been designed to meet the requirements of the Return Preparer Office, the California State Board of Accountancy; and the California Tax Education Council including code 31 of Federal Regulations10.6 (g). This does not constitute an endorsement by these groups. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA. 95812- 2890, or phone CTEC at (877) 850-2832, or on the Internet at www.ctec.org.

Contact: [email protected] or 949-715-4192