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Webinar: Optimize Delivery Strategies to Improve Client Experience

Published by Summit Marketing Team on Jan 23, 2024 11:13:27 AM


UPDATED ON 01/15/2024


Optimize Your Pricing and Delivery Strategies to Improve Client Experience

This webinar has already occurred,
but you can catch the replay to the left. 

Subscribe to our YouTube channel!

When running a firm, it can seem like there's endless problems to solve.

Your firm only has three problems:
-Create value: if you're not creating value for clients, they won't want to give you money.
-Price effectively: if you're not pricing effectively, you're working harder than necessary & leaving money on the table.
-Deliver efficiently: if you're not delivering efficiently, you're wasting time that could be used for other areas of your life.

When you focus on solving these problems, you make meaningful progress in improving your firm.


Learning Objectives:

  • Discover how to create value for clients

  • Explore profit maximizing pricing

  • Improve service delivery


Who should attend:

  • Firm owners and practicing accountants identifying ways to increase value and maximize profits


Webinar Presenters



Geraldine Carter



Tom Wadelton-3


Owner, Geraldine Carter LLC

Virtual CFO, Summit Virtual CFO by Anders



Summit CPA Group I Accountant Community

Prerequisites: Experience providing client services
Program Level:
Advanced Preparation:
Delivery Method:
Group Internet Based

Registration: RSVP to attend the online meeting on the date listed above. Details for connecting to the meeting will be provided.

Refunds and Cancellations: There is no cost for this program so no refunds will be offered. For more information regarding refund, complaint, and/or cancellation, please contact our office at 314-492-4328




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