Original Broadcast Date: August, 14th
The traditional model of trading hours for dollars limits the growth and profitability of CPA firms. In this strategic webinar, Enkel and Dext share a clear roadmap to transform your accounting practice. You will shift from a custom service provider to a scalable, productized solution. Learn how to use standard methods. Use smart tools. Use value-based pricing. Work faster. Increase margins. Help your team focus on high-value advisory work and productized accounting services.
Learning Objectives
After watching this webinar, you will be able to:
- Define and Implement Productization: Learn what a productized service is. Design a tiered service menu (Core, Advisory, Strategic). This reduces scope creep and makes delivery simpler.
- Master value-based pricing: Learn the difference between fixed fees and hourly billing. Use strategies that help you compete on value and impact, not cost.
- Drive Efficiency through Standardization: Learn why standardization fuels growth. Use technology, like Dext, to build consistent workflows. Create repeatable processes across your client base.
- Build Client Loyalty: Use an Annual Client Review plan to shift fee talks into value talks. Build a “referral fence” that strengthens client loyalty.
- Leverage Partnership: Learn how teaming up with a back-office specialist like Enkel can free your team. This lets them focus on high-value tax and advisory services.
Partner with Enkel: Scale Your Firm. Enkel is a seamless, standardized extension of your CPA firm. It handles low-margin, high-volume bookkeeping and payroll work. By offloading these tasks, you free your internal team to focus on high-value tax and advisory services. This helps keep client files clean and tax-ready. It also helps maximize your firm’s profitability. Learn more.
Extra Resource: The Path to Standardization and Scale E-Book
For a deeper dive into the strategies discussed in the webinar, download our comprehensive e-book. It provides the full framework and actionable steps for transforming your firm's service delivery model. Download the Free E-Book Here
The Path to Standardization and Scale: Insights from Enkel and Dext
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About Enkel
Enkel partners with hundreds of CPA firms across Canada to provide clean, standardized bookkeeping and back-office support. We work as a seamless extension of your firm. We keep your clients’ files tax-ready. This frees your team to focus on high-value strategy work.
About Dext
Dext provides digital tools for accountants and bookkeepers. It focuses on data extraction, receipt management, and client collaboration. Dext is a key technology partner that enables the standardization and efficiency required for a productized service model.
