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Courses/Accounting & Tax/Skills for Accountants

Serve Ideal Clients Through Value-Based Pricing for CPAs

Unlock three freedoms: money, clients, and time. Discover how to strategically increase your prices and position your firm for transformative growth without battling your clients.

Created byNathan Geib
4.9
(112 reviews)
BeginnerUpdated Oct 28, 2025
Serve Ideal Clients Through Value-Based Pricing for CPAs

What You'll Learn

check_circleUnderstand value-based pricing strategies.
check_circleIdentify your ideal client profile.
check_circleBoost your firm's profitability.
check_circleGain freedom in money, clients, and time.

About This Course

In "Serve Ideal Clients Through Value-Based Pricing," discover how to elevate your accounting practice by mastering value-based pricing and attracting your ideal clientele. This course challenges traditional billing models, emphasizing a shift from time-sheets to value-driven client relationships.

You'll learn to increase your prices without client resistance by focusing on three essential "freedoms":

  • Money Freedom: Understand the true drivers of net income beyond cost-cutting.
  • Client Freedom: Attract high-quality, appreciative clients by understanding the "Pain in the Ass Curve" (PAIC).
  • Time Freedom: Design a business model that provides personal and professional flexibility.

The course will guide you through key strategies for increasing value:

  • Positioning: Learn to move your services higher on the "value curve," shifting from commodity compliance work to high-value reliance services like M&A and External CFO roles.
  • Client Conversations: Transform your interactions by focusing on your clients' "bigger, brighter future" rather than just discussing services.
  • Billing Model: Implement a value-based subscription model, offering transparency, smoothing cash flow for both you and your clients, and eliminating the stress of WIP and accounts receivable. This approach can significantly boost your firm's profitability and valuation upon exit.

By transforming your mindset and adopting these practical strategies, you'll gain clarity on your business goals, enhance client satisfaction, and unlock unprecedented freedom and profitability in your practice.

Your Instructors

Nathan Geib
Nathan Geib
menu_book44 courses
star6,819 reviews

The CPA Small Practitioners’ Forum was created to offer an inviting, semi-causal, and easygoing professional development weekend that provides substantial professional development value to small practitioners. All profit earned by the CPA Small Practitioners’ Forum is donated to the Alberta CPA Education Foundation, so you are helping young people in Canada get scholarships for university. All these courses are reviewed by the delegates at the Forum in Banff annually so we have a great lineup that is adjusted every year to keep things relevant to small practitioners. If you work at a public accounting firm in Canada with employees of 1-50 people, you are our target demographic and you should find this course useful.

Erik  Solbakken, CPA
Erik Solbakken, CPA

Creator of the Accountant Success Formula™

Erik Solbakken is a CPA, Speaker, Business Advisor, and Creator of the Accountant Success Formula™. He worked in public practice for over 26 years, providing accounting, tax, and advisory services to incorporated business owners and their families. He discovered strategies that were so effective that they allowed him to triple his revenues and create a successful accounting practice, which he later sold for a multiple of billings. He now shares these strategies with other accountants around the world in his proven system, showing them how to maximize profits, attract the best clients, and get the time and freedom they deserve. A thought leader in his field, Erik’s system of approaching an accounting practice will show you how to: Maximize Profit: Stop chasing the money and maximize your profits in a fully leveraged way. Charge what you’re worth and make abundant income. Attract Ideal Clients: Attract the best clients who value you and will gladly pay premium prices for your services. You’ll get to selectively choose the clients you engage with and spend time on only the business activities you enjoy. Create a Life of Freedom: Grow a profitable practice while creating a work/life balance that supports your health and happiness. Work fewer hours and enjoy life more. You’ll have time for hobbies, travel, and being with your loved ones.

Credit Information

Do these courses count toward my professional development requirements?

This portal is provided as a training and development resource for City of Markham employees. Every course is delivered by a qualified subject matter expert or learning organization, is quantifiable in hours, and is verifiable — you receive a documented certificate of completion for every course you finish, stored on LearnFormula indefinitely.

If you hold a professional designation (for example in engineering, accounting, human resources, or law), courses may be counted as professionally relevant, verifiable learning activities toward your continuing professional development. Individual practitioners are responsible for confirming that an activity meets the requirements of their professional body. For questions about the City of Markham's training and development policies, please speak with your people leader or Human Resources.

What Students Are Saying

4.9
Student's Choice
112 reviews

Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.