Transforming Your Pricing -
Everything You Need to Know
Course Description
Choosing a pricing strategy
is stressful, challenging, and overwhelming. The price you set depends on
several factors, and when you don’t strike the correct balance, it could lead
to financial disaster. Join us in this interactive class to learn more about
hourly, fixed, and bundled options. Which one works best for you? We’ll discuss
the pros and cons of each, so you can review and adjust your pricing procedures
to fit your business model.
Learning Objectives
- Analyze different pricing methods
- Solve billing issues and reduce A/R
- Calculate your minimum asking price
- Integrate new service offerings
- Construct an attractive proposal
- Experiment with pricing strategies
Presenters
Iris K. Palma, JD
Thomas J. Williams, EA, USTCP and Iris K. Palma, JD, operate a Florida-based virtual boutique tax practice founded in 2009. They are also the co-authors of a series of tax books and guides for small business owners and individual taxpayers, including the award-nominated Deducting The Right Way: Untangling Small Business Accounting & Taxes.
Both presenters support the NAEA’s endeavors: Tom participated in the Congressional Fly-In Day (2019), co-presented a webinar for the FSEA Orlando Chapter (Dec 2019), and co-wrote articles for the EA Journal. In addition, the pair spoke at the NAEA 2021 Winter Academy in Scottsdale, AZ, and the 2022 Tax Summit in Las Vegas.
Thomas J. Williams, EA, USTCP and Iris K. Palma, JD, operate a Florida-based virtual boutique tax practice founded in 2009. They are also the co-authors of a series of tax books and guides for small business owners and individual taxpayers, including the award-nominated Deducting The Right Way: Untangling Small Business Accounting & Taxes.
Both presenters support the NAEA’s endeavors: Tom participated in the Congressional Fly-In Day (2019), co-presented a webinar for the FSEA Orlando Chapter (Dec 2019), and co-wrote articles for the EA Journal. In addition, the pair spoke at the NAEA 2021 Winter Academy in Scottsdale, AZ, and the 2022 Tax Summit in Las Vegas.
Thomas J. Williams, EA, USTCP
Thomas J. Williams, EA, USTCP and Iris K. Palma, JD, operate a Florida-based virtual boutique tax practice founded in 2009. They are also the co-authors of a series of tax books and guides for small business owners and individual taxpayers, including the award-nominated Deducting The Right Way: Untangling Small Business Accounting & Taxes.
Both presenters support the NAEA’s endeavors: Tom participated in the Congressional Fly-In Day (2019), co-presented a webinar for the FSEA Orlando Chapter (Dec 2019), and co-wrote articles for the EA Journal. In addition, the pair spoke at the NAEA 2021 Winter Academy in Scottsdale, AZ, and the 2022 Tax Summit in Las Vegas.
Thomas J. Williams, EA, USTCP and Iris K. Palma, JD, operate a Florida-based virtual boutique tax practice founded in 2009. They are also the co-authors of a series of tax books and guides for small business owners and individual taxpayers, including the award-nominated Deducting The Right Way: Untangling Small Business Accounting & Taxes.
Both presenters support the NAEA’s endeavors: Tom participated in the Congressional Fly-In Day (2019), co-presented a webinar for the FSEA Orlando Chapter (Dec 2019), and co-wrote articles for the EA Journal. In addition, the pair spoke at the NAEA 2021 Winter Academy in Scottsdale, AZ, and the 2022 Tax Summit in Las Vegas.
Continuing Education
This course qualifies for IRS Continuing Education Hours. NAEA reports IRS CE on a monthly basis. If you have not received your CE Hours in your IRS PTIN Account by the end of the month after receiving the certificate, please contact NAEA at
education@naea.org. IRS Requirements for live webinars require at least 50 minutes per hour of attendance and answering 3 out of the 4 polling questions. For on-demand, you must watch the full video, answer the knowledge check, and pass the assessment with a score of 70% or above. No partial CE is offered.
Webinar Refund Policy
To request a refund, contact the NAEA education team via email at
education@naea.org. An NAEA education team member will review the request for a refund. If the refund request has been approved, the refund will be refunded on the same method of purchase. Live Webinars, also offered On-Demand will not be refunded.