The accounting profession is conservative by nature. Yet Peter Drucker said, “Profit comes from risk”. This juxtaposition of stability vs. stretching describes the challenge of the accountant to innovate in his practice. Andrew Robertson has created a consultancy for accountants to help them bridge the gap. He starts by creating standard offerings for common services like taxes and financial statements. Then he layers custom advisory services, unique for each customer, to move the relationship up the value curve.
Making the Transition to Value Pricing with Adrian Simmons – 070
Adrian Simmons is the Chief Creative Designer at Elements CPA. He also is the director of Thriveal Laboratory, which encourages innovation in the accounting profession. Adrian worked at KPMG for two years before joining his father’s accounting firm. In 2013, he had the honor and privilege to re-imagine the firm. How to Switch to Value Pricing What is the most important thing […]
The Accountant Who Does Not Do Taxes with Barrett Young – 062
Barrett Young is an accountant who founded The Green Abacus in 2012. He has never kept a timesheet, no longer does tax returns, and has never worked for a Big Four Accounting Firm. Barrett served our country as a Marine in the infantry, and he loves to snowboard. Providing Unlimited Access What is the most important thing […]
The Psychology of Options in Pricing with Mark Wickersham – 061
Mark Wickersham is the #1 Amazon best-selling author of Effective Pricing for Accountants. He ran an accounting practice for seven years and is now a mentor to over 150 accountants in the United Kingdom. He is also an avid cyclist. Price Has Nothing to Do with Cost What is the most important thing you can share about […]
The Funniest Thing About Value Pricing with Greg Kyte – 048
Greg Kyte is a CPA and comedian. He teaches ethics and fraud courses for accountants with a comedic edge at ComedyCPE.com. He is also the G. Robert Newhart Non-Value-Added Fellow at Versage Institute. The Real Context of Value What is the most important thing you can share about pricing? You need to price your services like you […]
The State of Value Pricing (Down Under) with Steve Major – 036
Steve Major is a pricing and business consultant from Australia. He started out as a charted accountant (CPA) and then founded a consultancy for accountants called Pricing Power. He grew up on a sheep station (70,000 acres) in Texas, Queensland. He is the host of the Pricing Power podcast and enjoys landscape photography. Switching to Value Pricing What […]
An Accountant Learns to Value Price with Josh Zweig – 027
Josh Zweig is a the founder of LiveCA, an online accounting firm in Canada. His goal is to serve his customers from anywhere in the world with only a backpack. Learning to Value Price What is the most important thing you can share about pricing? Pricing is a skill that gets better as you practice. How did […]
How to Have a Value Conversation with Dan Morris – 023
Dan Morris runs an accounting company and loves to ask, “What if?” He thinks of himself as the rudder to help his customers think strategically. What is the most important thing you can share about pricing? Always remember that whatever the price, the price to the customer has to be less than the value they receive. […]
Find Your Why and Price Accordingly with Sean Nisil – 020
Sean Nisil is a fee-based financial advisor, whose mission is to help people to live their ideal life now and in retirement. What is the most important thing you can share about pricing? Clarity: What am I, as a service professional, going to be providing and setting the expectation clearly. Compensation as a financial advisor can […]
Creating and Pricing High-Value Services with Jason Blumer – 014
Jason Blumer is an accountant and entrepreneur, constantly starting businesses. His focus for the past few years has been on business coaching, trying to change businesses from the inside out. He is trying to single-handedly start a revolution in the accounting industry. He runs Blumer CPAs, a virtual accounting firm. He started the Thriveal CPA Network to help […]