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Pricing, packaging, and finding the right fit for your firm

Join CAS practitioners Jody Grunden of Summit Virtual CFO by Anders and Jenni Huotari of Eide Bailly as they provide a look into the ways they approach the pricing and packaging of their foundational services, such as bill pay and spend management, within their CAS practices. Through this session, you’ll understand the various ways firms are pricing services to help with firm growth and client satisfaction.

Learning objectives:

  • Identify several different approaches to pricing
  • Recognize the differences between pricing methods and the reasons a firm may choose one over another.
  • Indicate which pricing and packaging approach would work well at their firm and distinguish potential service lines to price together.

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