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About
I'm far from your typical accountant. I'm a coach, creator, builder, and player at heart.
Billing Reimagined: CPA Firms' Journey to Subscription-Based Models
Join us in 'Revolutionizing CPA Billing' to explore the firsthand transformational journey of a firm that successfully shifted from traditional hourly billing to a subscription-based model in 2024. This session provides a unique opportunity to learn from their real-world experiences, challenges, and achievements. Discover the practicalities of transitioning, from drafting engaging letters and setting up efficient recurring billing to managing conversion rates and effectively communicating this substantial shift to existing clients. Gain insights into the internal adjustments required during this change, including strategies for accounting for subscription revenues and developing new Key Performance Indicators (KPIs) for staff. This presentation offers invaluable perspectives for CPAs who are considering or curious about modernizing their billing practices to enhance client relationships and drive firm efficiency through a proven, innovative approach.
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