Value Pricing, Step-by-Step

2 Credits: Personnel/Human Resources


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Value Pricing, Step-by-Step

Course Level
CPE Credits

2 Credits: Personnel/Human Resources

Course Description

Value pricing is sweeping the accounting industry as the most profitable way to price accounting services. Your clients look to you to maintain the integrity of their financial systems. Adopting a valid value pricing methodology will help you focus more strongly on that integrity. In this course, you will learn what value pricing REALLY is, whether it’s right for your firm, and how to implement it. You’ll also learn how to modify your proposals and your sales process for value pricing.

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Learning Objectives

Upon successful completion of this course, participants will be able to:

  • Identify what value pricing is and how to gain clarity on all the conflicting definitions that are floating around in the industry
  • Cite specific tangibles and intangibles that make up the value of our services in the eyes of the client and how to quantify these
  • List the steps involved in implementing value pricing during your sales cycle
  • Identify what an effective value-pricing proposal looks like
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Course Specifics

Course ID
Revision Date
March 13, 2020


Advanced Preparation


Compliance Information

NASBA Provider Number: 103220

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

Meet The Experts

Sandra Leyva Headshot

Sandra Leyva is a CPA and holds an MBA in IT from the University of Dallas. She also holds a MS in Applied Cognition and Neuroscience. Sandi is the founder of Accountant’s Accelerator,  which has helped thousands of accountants earn more, work less, and serve their clients better through her innovative coaching and training services. Sandi is the author of 30 books and over 1,500 articles and has presented hundreds of educational programs. Over the years, Sandra Leyva has received numerous awards. In 2013 she received the 2013 Small Business Influencer Community Choice Award, was named one of Accounting Today’s …

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