{"id":127647,"date":"2024-08-28t11:58:47","date_gmt":"2024-08-28t15:58:47","guid":{"rendered":"\/\/www.g005e.com\/?p=127647"},"modified":"2024-09-10t09:25:35","modified_gmt":"2024-09-10t13:25:35","slug":"jody-padar-on-pricing-perfecting-the-clients-needs-assessment-padar","status":"publish","type":"post","link":"\/\/www.g005e.com\/2024\/08\/28\/jody-padar-on-pricing-perfecting-the-clients-needs-assessment-padar\/","title":{"rendered":"perfecting the client needs assessment"},"content":{"rendered":"

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standardization will make you more efficient, effective and profitable.<\/strong><\/p>\n

by jody padar<\/i>
\nradical pricing \u2013 by the radical cpa<\/i><\/a><\/p>\n

a client assessment is an onsite or virtual session where you observe the client\u2019s accounting system on which you\u2019ll be working. this is your opportunity to see how they run their business: their software, their processes and who does what. this is when tasks and responsibilities are clarified and assigned. both the client and your firm need to understand their responsibilities in this new partnership.<\/p>\n

more:<\/b> four steps to scoping for alignment \u2026 and the #1 rule to remember<\/a> | getting aligned on scope helps your team and your clients<\/a> | create more meaningful kpis<\/a> | here\u2019s how profit sharing improves your firm<\/a> | five areas to ground new metrics other than time<\/a> | five reasons to ditch timesheets for good<\/a> | productize services for consistent client value<\/a> | digitize clients for standardization<\/a> | six steps to creating a standardized practice<\/a> | four ways automation pushes the paradigm shift<\/a> | are you the key signal caller for your clients?<\/a>
\n\"goprocpa.com\"exclusively for pro members. <\/span><\/strong>log in here<\/a> or 2022世界杯足球排名 today<\/a>.<\/span><\/h4>\n

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this assessment also allows you to fully understand the client\u2019s service needs. it is a real-world assessment of services, budget and the work required to provide deliverables. it will also allow you to understand what it will take to onboard them. again, this assessment goes both ways. it\u2019s worth assuming you have competition, so take advantage of this time to impress the client with some consultative advice demonstrating the value you bring to the table \u2013 this is especially true if you are charging for the assessment.<\/p>\n

one of the key benefits is the ability to limit your risk and as you:<\/p>\n

read more →<\/a><\/p>\n