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54. Transitioning to Value-Based Pricing & The Future of Advisory
March 15th (17th) is behind us, and April 15th is looming. In this episode of The Practicing Accountant, Doug and Dan break down two major conversations: how firms are transitioning from hourly to value-based pricing (with real-world results) and why now is the time to solidify your role as an advisor before AI disrupts transactional accounting work.
What we cover in this episode:
✔️ Why moving to fixed fee/value-based pricing is paying off for firms (real data from January & February)
✔️ The biggest challenge when switching from hourly to fixed fees (and how to overcome it)
✔️ Why realization rates don’t matter anymore—focus on profit instead
✔️ The new challenge for accountants: How do you become an advisor?
✔️ Why transactional services will be replaced by AI—and how to protect your firm
✔️ The #1 way to solidify client relationships so they never leave
✔️ The real meaning of “coaching” and why most “coaches” for accountants are full of 💩
💡 NEW! Get Free Coaching on the Podcast
We’re inviting firm owners to join us for a live coaching session (recorded for the podcast). Bring your biggest challenge—whether it’s pricing, scaling, client management, or something else—and we’ll work through it with you. If you're interested, click here to sign up
📢 Connect with Us:
Join our Facebook group for firm owners
👉 Enjoyed this episode? Subscribe, leave a review, and share it with a fellow accountant!
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By thepracticingaccountantMarch 15th (17th) is behind us, and April 15th is looming. In this episode of The Practicing Accountant, Doug and Dan break down two major conversations: how firms are transitioning from hourly to value-based pricing (with real-world results) and why now is the time to solidify your role as an advisor before AI disrupts transactional accounting work.
What we cover in this episode:
✔️ Why moving to fixed fee/value-based pricing is paying off for firms (real data from January & February)
✔️ The biggest challenge when switching from hourly to fixed fees (and how to overcome it)
✔️ Why realization rates don’t matter anymore—focus on profit instead
✔️ The new challenge for accountants: How do you become an advisor?
✔️ Why transactional services will be replaced by AI—and how to protect your firm
✔️ The #1 way to solidify client relationships so they never leave
✔️ The real meaning of “coaching” and why most “coaches” for accountants are full of 💩
💡 NEW! Get Free Coaching on the Podcast
We’re inviting firm owners to join us for a live coaching session (recorded for the podcast). Bring your biggest challenge—whether it’s pricing, scaling, client management, or something else—and we’ll work through it with you. If you're interested, click here to sign up
📢 Connect with Us:
Join our Facebook group for firm owners
👉 Enjoyed this episode? Subscribe, leave a review, and share it with a fellow accountant!