Why Your Clients Don't Value Your Services…and How to Change Their Thinking

What clients value and what accountants believe they value are often worlds apart. In this impactful Day Two keynote, Joe Woodard challenges accountants to rethink their approach to value and reposition themselves in the eyes of their clients.  

Joe will share strategies to establish yourself as a trusted curator and interpreter of critical business information, a driver of financial clarity, and a protector of your clients' businesses. By shifting how clients perceive your role—from a cost center to a strategic asset—you'll address the systemic price-to-value issue that has long plagued the accounting and bookkeeping professions.  

Join Joe for this transformative session and learn how to elevate your value and grow stronger client relationships.  

What you'll learn:

  • Five ways to shift your clients' thinking about your value 
  • A 3-tiered model for packaging and pricing bookkeeping and tax services
  • The 4-step communication map for getting the clients to agree to your desired price