Most firms quietly tolerate a client base that arrived by accident, then spend most of their time on low-value, high-maintenance clients who resist every fee increase. This webinar is for practitioners who want to change that dynamic and build a more intentional and profitable practice.
The session explores how traditional pricing keeps you anchored to low fees and reactive work, and what it takes to shift to a model where you choose your clients and pricing—rather than the other way around. The emphasis is on straightforward, usable approaches that reduce the stress of pricing and client conversations.
By the end, attendees will see a clear path to structuring their client base, pricing, and service mix so they can work fewer hours, with better clients, at higher margins—without turning into a salesperson.
About the Presenter
Erik Solbakken is a CPA, CA, speaker, business advisor and the creator of the Accountant Success Formula™. He worked in public practice for over 25 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 on 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.
LEARNING OBJECTIVES: By attending, participants will be able to:
• Clarify which clients drive true profitability in their firm versus those eroding margins.
• Apply a simple, repeatable process to increase fees with less friction.
• Design pricing around value instead of hours or history.
• Create a plan to offload low-value clients while protecting revenue.
• Reduce time spent on “time-suck” work and redirect it to higher-value engagements.
• Position themselves as trusted advisors rather than transactional service providers.
REGISTRATION: Go to Online: https://attendee.gotowebinar.com/register/4740558030168237399
FIELD OF STUDY: Business Management & Organization
PREREQUISITES: No prerequisite provided attendees are qualified CAs and/or CPAs.
WHO SHOULD ATTEND: Open to members and associates of CAW Network USA and their guests.
ADVANCE PREPARATION: Not required
PROGRAM LEVEL: Basic
DELIVERY METHOD: Group Internet
REFUND / CANCELLATION POLICY: No fee for members or guests
COMPLAINT RESOLUTION POLICY: For more information regarding refund, complaint and/or program cancellation policies (as relevant), please contact chiefexecutive@cawnetworkusa.com
Eligible for 1 CPE credit in the field of Business Management & Organization
The Association of Chartered Accountants in the United States, Ltd. (ACAUS) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org
