Conference
Live Replay WebinarBasic level
Value-Based Pricing and Engagements: The Future of Tax Practice
★★★★★
4.9 · 7 attendee ratings
This session explores how modern tax professionals can confidently transition to value-based pricing and streamline their engagements using Ignition. This session will provide actionable insights into building a future-proof tax practice. Attendees will walk through the shift away from outdated hourly billing to value-based engagements that drive profitability and client satisfaction. You’ll also see how to take advantage of Ignition’s ready-made proposal templates—complete with suggested value pricing—that can be tailored to your tax services. In addition, we’ll showcase powerful Ignition integrations with tools like ProConnect and QuickBooks Online (QBO) that make it easier than ever to automate client onboarding, billing, and payment collection—freeing up time and improving your bottom line. Whether you’re a solo practitioner or running a multi-staff firm, this session is designed to help you confidently package your services and deliver consistent client experiences with maximum efficiency.
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What's included
Every registration comes with the course materials — yours to keep.
- Course handout PDF
- Additional course files TXT
Course details
- Recommended CPE credit
- 1
- Field of study
- Business Management & Organization
- Program level
- Basic
- Delivery method
- Group Internet Based
- Prerequisites
- None
- Advance preparation
- None
- Course number
- 26c01505
CPE Today (Devmatics, LLC) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors (Sponsor ID 167619). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website, nasbaregistry.org. For information about our refund, complaint, and program cancellation policies, see Company Policies or contact [email protected].
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Your instructor
Jeremy Wells
Jeremy Wells Jeremy Wells, EA, CPA, is COO and Head of Tax at Steadfast Accounting. He became an enrolled agent in 2018 and a Florida certified public accountant in 2022. He is a member of the American Institute of Certified Public Accountants (AICPA), the National Association of Tax Professionals (NATP), and the National Association of Enrolled Agents (NAEA). He helps tax professionals with educational and...
Full profile →Attendee feedback
4.9
7 attendee ratings
Common questions
How many CPE credits is Value-Based Pricing and Engagements: The Future of Tax Practice worth?
Value-Based Pricing and Engagements: The Future of Tax Practice is worth 1 CPE credit in Business Management & Organization. CPE Today is a NASBA National Registry sponsor (ID 167619), so the credit is accepted by state boards of accountancy nationwide.
What are the prerequisites, and what level is it?
The program level is Basic. No prerequisites or advance preparation are required.
Who should take Value-Based Pricing and Engagements: The Future of Tax Practice?
Update this attribute value to the course desired audience.
What is the format, and how long does it run?
It is delivered as a webinar, running about 50 minutes. Live sessions include the real-time attendance checks NASBA requires; your certificate is issued automatically on completion.
What if it doesn't meet my expectations?
Every purchase carries a 100% satisfaction guarantee — a full refund within 30 days, no questions asked.
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