Pricing Strategies - Live Workshop
THE 2026 PASSHOLDERS RECEIVED A DISCOUNT CODE BY EMAIL ON 2/25/26. Course materials are emailed when available and can also be found inside the workshop at the 2PM ET start time.
2026 PASSHOLDERS RECEIVED A DISCOUNT CODE BY EMAIL ON 2/25/26.
This is a 2-Part Workshop held at 2PM ET on 4/28 and 4/30.
NASBA CPE is offered for CPAs; however, IRS CE is not available for this event.
Pricing decisions shape profitability, client relationships, and the long-term sustainability of a tax practice. In this workshop, attendees will explore a range of pricing models used by modern EA and CPA firms, including hourly billing, fixed fees, subscription pricing, and value-based pricing. Through real-world examples and guided exercises, attendees will evaluate the advantages and risks of each model, identify common pricing pitfalls, and learn how to align pricing with the true value of their services. This session is designed to help practitioners rethink traditional billing methods and develop pricing strategies that support stronger financial outcomes and healthier client relationships.
Learning Objectives:
Identify common pricing models used in tax and accounting practices, including hourly, fixed fee, subscription, and value-based structures.
Compare the advantages and disadvantages of different pricing strategies in relation to profitability, client expectations, and workflow management.
Evaluate how scope definition, risk assessment, and client positioning influence pricing decisions.
Apply value-pricing concepts to pricing strategies and client scenarios.
Education Information:
IRS Program Number: No IRS CE available
Credit Hours: 2 CPE (NASBA)
Prerequisite: None
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based (NASBA);
Field of Study: Business Management & Organization (NASBA)
Instructor: Thomas Gorczynski, EA, CTP, USTCP Learn more about our instructors here.
If you can't attend this live workshop, you'll be automatically enrolled in the on demand version of this course where you can still earn CPE.
Refund Policy: Refunds processed prior to noon ET the day before the live event are subject to a $25 processing fee. No refunds will be given for live workshops after noon ET the day before the event, but if you are unable to attend the live workshop for any reason you will be given access to the on demand workshop on the same topic. Click here for more information about our education, refund, and complaint policies.
