Pricing Strategies Workshop
There are two versions of this course: Be sure to select the one that's right for you - Recorded April 2026
NASBA CPE is offered for CPAs; however, IRS CE is not available for this course.
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. 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: 4 CPE (NASBA)
Prerequisite: None
Advanced Preparation: None
Program Level: Basic
Delivery Method: QAS Self-Study (NASBA)
Field of Study: Business Management & Organization (NASBA)
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Course expires one year after purchase.
Instructor: Thomas Gorczynski, EA, CTP, USTCP Learn more about our instructors here.
All continuing education is provided by Gregory & Associates, Inc doing business as Compass Tax Educators. Click here for more information regarding our refund, education and complaint policies.
