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  • BGSD October Meeting - Assessing and Pricing New Clients

BGSD October Meeting - Assessing and Pricing New Clients

  • Tuesday, October 24, 2023
  • 6:00 PM - 8:00 PM
  • Virtual
  • 15


  • Member Registration for Webinar Meeting
  • Registration Meeting Webinar for non-members and guests.

Registration is closed

You don't want to miss our last educational BGSD meeting of 2023, upcoming up on Tuesday, October 24th, at 6 p.m.  We look forward to welcoming dynamic industry leader, Brittany Brown, CPA, and founder of Ledger Guru's.  This meeting will be virtual. 

Brittany will address a topic that all of us need to focus on and improve, namely:


Assessing and Pricing New Clients

Imagine that you've gotten a lead for a new client.  Now comes the hard part: assessing what they need from you in order to give them an appropriate proposal, especially on pricing.  You also need to calculate their needs well enough to set yourself up for success.  This starts with determining whether they are a good fit for YOU.  This presentation will cover some best practices for new client assessments.  You'll take away many actionable items such as:

Understanding the importance of assessing a new client

Learning an effective discovery process for a new client

Gathering key information during both processes

Learning how to make your pricing formulaic and predictable

This will help prepare all of us to sharpen our business focus and work smarter, not harder in 2024.  Take advantage of this valuable opportunity to learn.

Mark your calendar and register today.   

The link to the Webinar will be sent on Monday, 10/23/2023 to all those who register.

Questions? Please contact Kim Harris at kharris@atrgtax.com

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