I have been on a journey to improve how I price my services with my clients, It has not been easy getting rid of the hourly pricing method, as some clients still prefer it actually.  However, with most of my NEW clients that are not just short-term projects, I try to provide a flat fee for the services if the opportunity to review their entire situation and desired outcome is available.

This process takes a much longer significant intake process, but it is worth it for both customer and accountant as the interests get aligned 100%, I have documented what I have learned about this process in this guide:

Here is an excerpt of a 2 hour webinar I did for Intuit, explaining my entire process; this section specifically is on having the Value Conversation

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