About This Webinar
Many of the new TASA requirements place importance on your onboarding processes. And speaking of the TASA requirements, they increase your costs and workload. This cost needs to be passed onto the client if your Firm is to remain profitable.

Join this ChangeGPS webinar to dive into how to set the standard for the level of service for the next financial year and how to manage client repricing and pushback conversations so your Practice can continue to grow.
Agenda
  • Hear the strategies that can set an excellent standard for your Practice.
  • Learn how to establish a new fee structure going forward.
  • Stop stressing about losing a client with the portfolio approach.
  • See how you can have a repricing conversation with your existing clients if you haven’t had it before.
  • See the tools to streamline your client engagement process.
Presenter
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    Scott Peeler-Hammond
    Head of Sales
    Scott joined ChangeGPS in mid-2022 after spending 18 plus years in service and technology sales.  He spends his time not just helping the leaders of accounting firms understand how to make more money, do the work faster, and most importantly get more love for the value they bring to their clients but also helping these leaders train their team to be able to grow together.