{"id":98345,"date":"2022-07-25t18:08:16","date_gmt":"2022-07-25t22:08:16","guid":{"rendered":"\/\/www.g005e.com\/?p=98345"},"modified":"2023-01-30t12:45:20","modified_gmt":"2023-01-30t17:45:20","slug":"fine-tuning-the-subscription-fee-model","status":"publish","type":"post","link":"\/\/www.g005e.com\/2022\/07\/25\/fine-tuning-the-subscription-fee-model\/","title":{"rendered":"fine-tuning the subscription fee model"},"content":{"rendered":"<div><strong>how cpa jamie lopiccolo&#8217;s subscription pricing models manage client expectations and the firm&#8217;s cash flow.<\/strong><\/div>\n<div><\/div>\n<div style=\"padding: 56.25% 0 0 0; position: relative;\"><iframe style=\"position: absolute; top: 0; left: 0; width: 100%; height: 100%;\" title=\"vid 94_jamie lopiccolo-cpa subscription services_w steve sachs.mp4\" src=\"https:\/\/player.vimeo.com\/video\/681131341?h=1193ac41fb&amp;badge=0&amp;autopause=0&amp;player_id=0&amp;app_id=58479\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/div>\n<h6>^\u00a0click to play video | &gt; play the podcast and <a class=\"external\" href=\"https:\/\/podcasts.apple.com\/us\/podcast\/cpa-trendlines-podcasts\/id1537866697\" target=\"_blank\" rel=\"noopener\">follow 卡塔尔世界杯常规比赛时间 podcasts on apple podcasts here<\/a>\u00a0or\u00a0<a class=\"external\" href=\"https:\/\/cpatrendlines.podomatic.com\/rss2.xml\" target=\"_blank\" rel=\"noopener\">grab the rss feed here.<\/a><\/h6>\n<p><iframe src=\"https:\/\/www.podomatic.com\/embed\/html5\/episode\/10289809?style=normal&amp;autoplay=false\" allowfullscreen=\"true\" allow=\"autoplay; fullscreen\" style=\"width: 100%; height: 208px;\"><\/iframe><em>with steven sacks<br \/>\n<a href=\"\/\/www.g005e.com\/shop\/ss20tnf\/\">the new fundamentals: thriving in disruption<\/a><\/em><\/p>\n<figure id=\"attachment_1269\" class=\"thumbnail wp-caption alignright\" style=\"width: 173px\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-1269\" src=\"https:\/\/www.capocore.com\/wp-content\/uploads\/2021\/09\/jameswebsiteimage-scaled.jpg\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) and (max-width: 1280px) 1280px, (min-width: 1281px) 1707px, 100vw\" srcset=\"https:\/\/www.capocore.com\/wp-content\/uploads\/2021\/09\/jameswebsiteimage-scaled.jpg 1707w, https:\/\/www.capocore.com\/wp-content\/uploads\/2021\/09\/jameswebsiteimage-1280x1920.jpg 1280w, https:\/\/www.capocore.com\/wp-content\/uploads\/2021\/09\/jameswebsiteimage-980x1470.jpg 980w, https:\/\/www.capocore.com\/wp-content\/uploads\/2021\/09\/jameswebsiteimage-480x720.jpg 480w\" alt=\"james (jamie) n. lopiccolo, cpa, cgma\" width=\"173\" height=\"260\" \/><figcaption class=\"caption wp-caption-text\">lopiccolo<\/figcaption><\/figure>\n<p>jamie lopiccolo, the managing member of a small midwest firm, has been employing a subscription-based model for more than four years to invoice clients for services rendered. in addition to positioning the cpa as the client&#8217;s partner for success, it also encourages those who employ the system to provide maximum value in each client interaction, rather than focusing on getting as much money or billable hours as possible. catch another conversation with lopiccolo here: <a href=\"\/\/www.g005e.com\/2021\/04\/06\/james-lopiccolo-sell-service-not-hours\/\">sell service, not hours.<\/a><\/p>\n<blockquote><p><strong>more: <\/strong><a href=\"\/\/www.g005e.com\/2022\/04\/19\/disruptors-blake-oliver-liz-farr\/\">blake oliver: why tax work yearns to be free<\/a>|\u00a0<a href=\"\/\/www.g005e.com\/2022\/04\/08\/watch-martin-bissett-urges-accountants-to-go-commercial\/\">private equity explodes in u.k.<\/a>\u00a0|\u00a0<a href=\"\/\/www.g005e.com\/2022\/04\/04\/stop-accepting-the-status-quo\/\">brannon poe: the status quo must go<\/a>\u00a0\u00a0| \u00a0<a href=\"\/\/www.g005e.com\/2022\/03\/28\/accounting-nerds-tap-into-your-secret-super-powers\/\">accounting nerds, unlock your super powers<\/a>\u00a0\u00a0|\u00a0<a href=\"\/\/www.g005e.com\/2022\/03\/19\/how-private-equity-changes-everything\/\">private equity vs. the cpa firm partnership<\/a>\u00a0<a href=\"\/\/www.g005e.com\/2022\/03\/13\/how-fintech-billions-is-re-making-the-accounting-business\/\">the fintech flood: accounting will never be the same<\/a>\u00a0\u00a0|\u00a0\u00a0<a href=\"\/\/www.g005e.com\/2022\/03\/09\/matt-wilkinson-think-small-to-think-big\/\">think small to think big with matt wilkinson<\/a>\u00a0|\u00a0<a href=\"\/\/www.g005e.com\/2022\/03\/07\/your-sales-tax-compliance-headaches-are-only-just-beginning\/\">your sales tax headaches are only just beginning<\/a>\u00a0|\u00a0<a href=\"\/\/www.g005e.com\/2022\/03\/06\/the-disruptors-corey-schmidt-on-re-inventing-your-firm\/\">when financial statements go extinct with corey schmidt<\/a>\u00a0\u00a0|\u00a0\u00a0<a href=\"\/\/www.g005e.com\/2022\/02\/14\/geraldine-carter-can-she-save-accountants-from-themselves\/\">can geraldine carter save accountants from themselves?<\/a>\u00a0|\u00a0<a href=\"\/\/www.g005e.com\/2022\/01\/27\/disruptors-tyler-anderson\/\">\u00a0re-inventing accounting with tyler anderson<\/a>\u00a0| \u00a0<a href=\"\/\/www.g005e.com\/2021\/11\/30\/turning-client-service-into-new-revenue\/\">turning client service into new revenue<\/a><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1603911598474.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/>\u00a0exclusively for pro members.\u00a0<a href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2021\/02\/05\/22-predictions-for-2021\/\">log in here<\/a>\u00a0or\u00a0<a class=\"external\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">2022世界杯足球排名 today<\/a>.<\/p><\/blockquote>\n<p>the approach is to both manage expectations by the client and ensure a normalized cash flow for the firm. additional benefits include a more strategic approach to dealing with new clients because they are getting the full picture of their business\u2019s needs.<\/p>\n<p><strong>more takeaways:<\/strong><\/p>\n<p> <a href=\"\/\/www.g005e.com\/2022\/07\/25\/fine-tuning-the-subscription-fee-model\/#more-98345\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'><ul class=\"socialwrap row\"><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2022%2f07%2f25%2ffine-tuning-the-subscription-fee-model%2f&amp;t=fine-tuning+the+subscription+fee+model'  ><img  src='//www.g005e.com/store/wp-json/wp/v2/posts/\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-300px 0px'   \/> <span class=\"head\">like this on facebook<\/span><\/a><\/li><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.linkedin.com\/'  href='http:\/\/www.linkedin.com\/sharearticle?mini=true&amp;url=https%3a%2f%2fwww.g005e.com%2f2022%2f07%2f25%2ffine-tuning-the-subscription-fee-model%2f&amp;title=fine-tuning+the+subscription+fee+model&amp;summary=how+cpa+jamie+lopiccolo%27s+subscription+pricing+models+manage+client+expectations+and+the+firm%27s+cash+flow.%0d%0a%0d%0a%0d%0a%5e%c2%a0click+to+play+video+%7c+%26gt%3b+play+the+podcast+and+follow+cpa+trendlines+podcasts+on+apple+podcasts+here%c2%a0or%c2%a0grab+the+rss+feed+here.%0d%0awith+steven+sacks%0d%0athe+new+fundamentals%3a+thriving+in+disruption%0d%0a%0d%0a%5bcapti'  ><img  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url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-1625px 0px'   \/> <span class=\"head\">tweet this item<\/span><\/a><\/li><li class=\"icon_text\"><a rel=\"_self\" href=\"mailto:?subject=cpa%20trendlines%20:%20fine-tuning%20the%20subscription%20fee%20model&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\r\n\r\n\r\n\r\n%20%20\/\/www.g005e.com\/2022\/07\/25\/fine-tuning-the-subscription-fee-model\/\" title=\"email this: fine-tuning the subscription fee model \"><img loading=\"lazy\" decoding=\"async\" src=\"\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif\" height=\"24\"  width=\"24\" style=\"background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-275px 0px\" class=\"image-24\"  alt=\"email\" \/> <span class=\"head\">email this<\/span><\/a><\/li><\/ul><div class=\"clean\"><\/div> <\/div>","protected":false},"excerpt":{"rendered":"<div><strong>how cpa jamie lopiccolo&#8217;s subscription pricing models manage client expectations and the firm&#8217;s cash flow.<\/strong><\/div>\n<div><\/div>\n<div style=\"padding: 56.25% 0 0 0; position: relative;\"><iframe style=\"position: absolute; top: 0; left: 0; width: 100%; height: 100%;\" title=\"vid 94_jamie lopiccolo-cpa subscription services_w steve sachs.mp4\" src=\"https:\/\/player.vimeo.com\/video\/681131341?h=1193ac41fb&amp;badge=0&amp;autopause=0&amp;player_id=0&amp;app_id=58479\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/div>\n<h6>^\u00a0click to play video | &gt; play the podcast and <a class=\"external\" href=\"https:\/\/podcasts.apple.com\/us\/podcast\/cpa-trendlines-podcasts\/id1537866697\" target=\"_blank\" rel=\"noopener\">follow 卡塔尔世界杯常规比赛时间 podcasts on apple podcasts here<\/a>\u00a0or\u00a0<a class=\"external\" href=\"https:\/\/cpatrendlines.podomatic.com\/rss2.xml\" target=\"_blank\" rel=\"noopener\">grab the rss feed here.<\/a><\/h6>\n<p><iframe src=\"https:\/\/www.podomatic.com\/embed\/html5\/episode\/10289809?style=normal&amp;autoplay=false\" allowfullscreen=\"true\" allow=\"autoplay; fullscreen\" style=\"width: 100%; height: 208px;\"><\/iframe><em>with steven sacks<br \/>\n<a href=\"\/\/www.g005e.com\/shop\/ss20tnf\/\">the new fundamentals: thriving in disruption<\/a><\/em><\/p>\n<figure id=\"attachment_1269\" class=\"thumbnail wp-caption alignright\" style=\"width: 173px\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-1269\" src=\"https:\/\/www.capocore.com\/wp-content\/uploads\/2021\/09\/jameswebsiteimage-scaled.jpg\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) and (max-width: 1280px) 1280px, (min-width: 1281px) 1707px, 100vw\" srcset=\"https:\/\/www.capocore.com\/wp-content\/uploads\/2021\/09\/jameswebsiteimage-scaled.jpg 1707w, https:\/\/www.capocore.com\/wp-content\/uploads\/2021\/09\/jameswebsiteimage-1280x1920.jpg 1280w, https:\/\/www.capocore.com\/wp-content\/uploads\/2021\/09\/jameswebsiteimage-980x1470.jpg 980w, https:\/\/www.capocore.com\/wp-content\/uploads\/2021\/09\/jameswebsiteimage-480x720.jpg 480w\" alt=\"james (jamie) n. lopiccolo, cpa, cgma\" width=\"173\" height=\"260\" \/><figcaption class=\"caption wp-caption-text\">lopiccolo<\/figcaption><\/figure>\n<p>jamie lopiccolo, the managing member of a small midwest firm, has been employing a subscription-based model for more than four years to invoice clients for services rendered. in addition to positioning the cpa as the client&#8217;s partner for success, it also encourages those who employ the system to provide maximum value in each client interaction, rather than focusing on getting as much money or billable hours as possible. catch another conversation with lopiccolo here: <a href=\"\/\/www.g005e.com\/2021\/04\/06\/james-lopiccolo-sell-service-not-hours\/\">sell service, not hours.<\/a><\/p>\n<blockquote>\n<p><strong>more: <\/strong><a href=\"\/\/www.g005e.com\/2022\/04\/19\/disruptors-blake-oliver-liz-farr\/\">blake oliver: why tax work yearns to be free<\/a>|\u00a0<a href=\"\/\/www.g005e.com\/2022\/04\/08\/watch-martin-bissett-urges-accountants-to-go-commercial\/\">private equity explodes in u.k.<\/a>\u00a0|\u00a0<a href=\"\/\/www.g005e.com\/2022\/04\/04\/stop-accepting-the-status-quo\/\">brannon poe: the status quo must go<\/a>\u00a0\u00a0| \u00a0<a href=\"\/\/www.g005e.com\/2022\/03\/28\/accounting-nerds-tap-into-your-secret-super-powers\/\">accounting nerds, unlock your super powers<\/a>\u00a0\u00a0|\u00a0<a href=\"\/\/www.g005e.com\/2022\/03\/19\/how-private-equity-changes-everything\/\">private equity vs. the cpa firm partnership<\/a>\u00a0<a href=\"\/\/www.g005e.com\/2022\/03\/13\/how-fintech-billions-is-re-making-the-accounting-business\/\">the fintech flood: accounting will never be the same<\/a>\u00a0\u00a0|\u00a0\u00a0<a href=\"\/\/www.g005e.com\/2022\/03\/09\/matt-wilkinson-think-small-to-think-big\/\">think small to think big with matt wilkinson<\/a>\u00a0|\u00a0<a href=\"\/\/www.g005e.com\/2022\/03\/07\/your-sales-tax-compliance-headaches-are-only-just-beginning\/\">your sales tax headaches are only just beginning<\/a>\u00a0|\u00a0<a href=\"\/\/www.g005e.com\/2022\/03\/06\/the-disruptors-corey-schmidt-on-re-inventing-your-firm\/\">when financial statements go extinct with corey schmidt<\/a>\u00a0\u00a0|\u00a0\u00a0<a href=\"\/\/www.g005e.com\/2022\/02\/14\/geraldine-carter-can-she-save-accountants-from-themselves\/\">can geraldine carter save accountants from themselves?<\/a>\u00a0|\u00a0<a href=\"\/\/www.g005e.com\/2022\/01\/27\/disruptors-tyler-anderson\/\">\u00a0re-inventing accounting with tyler anderson<\/a>\u00a0| \u00a0<a href=\"\/\/www.g005e.com\/2021\/11\/30\/turning-client-service-into-new-revenue\/\">turning client service into new revenue<\/a><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1603911598474.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/>\u00a0exclusively for pro members.\u00a0<a href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2021\/02\/05\/22-predictions-for-2021\/\">log in here<\/a>\u00a0or\u00a0<a class=\"external\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">2022世界杯足球排名 today<\/a>.<\/p>\n<\/blockquote>\n<p>the approach is to both manage expectations by the client and ensure a normalized cash flow for the firm. additional benefits include a more strategic approach to dealing with new clients because they are getting the full picture of their business\u2019s needs.<\/p>\n<p><strong>more takeaways:<\/strong><\/p>\n<p> <a href=\"\/\/www.g005e.com\/2022\/07\/25\/fine-tuning-the-subscription-fee-model\/#more-98345\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'>\n<ul class=\"socialwrap row\">\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2022%2f07%2f25%2ffine-tuning-the-subscription-fee-model%2f&amp;t=fine-tuning+the+subscription+fee+model'  ><img  src='//www.g005e.com/store/wp-json/wp/v2/posts/\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-300px 0px'   \/> <span class=\"head\">like this on 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url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-850px 0px'   \/> <span class=\"head\">share on linkedin<\/span><\/a><\/li>\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/twitter.com\/'  href=\"http:\/\/twitter.com\/share?url=https%3a%2f%2fwww.g005e.com%2f2022%2f07%2f25%2ffine-tuning-the-subscription-fee-model%2f&amp;text=%23cpa+link%3a++-+ via+%40cpa_trendlines\"  ><img  src='//www.g005e.com/store/wp-json/wp/v2/posts/\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='twitter'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-1625px 0px'   \/> <span class=\"head\">tweet this item<\/span><\/a><\/li>\n<li 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