How to Scope Before You Price

It’s a learning process that benefits both you and the client.

By Jody Padar
Radical Pricing – By The Radical CPA

Accurate pricing relies heavily on thorough scoping to measure the engagement, and good scoping defines the deliverables, sets the client’s expectations and calculates the labor it will take to get the job done.

MORE JODY PADAR

MORE PRICING

THE RADICAL CPA

FROM SUCCESS TO SIGNIFICANCE: THE RADICAL CPA GUIDE

RADICAL PRICING

Exclusively for PRO Members. Log in here or upgrade to PRO today.

With that said, here’s how your scoping process helps you determine the ultimate price:

Posted on October 2, 2024

Jody Padar

About the Author

Jody Padar, CPA, MST, "The Radical CPA®," is one of the profession’s foremost visionaries and a best-selling author for CPA Trendlines.

Her latest book, Radical Pricing, is available here

Padar is the author of:

The Radical CPA

and

From Success to Significance: The Radical CPA Guide

vice president of strategy at Botkeeper, an upstart automated bookkeeping solution purpose-built for accounting firms.

She was also CEO and Principal of the New Vision CPA Group, a public accounting firm based in the Chicago area.

And as an author, lecturer, coach, consultant, and mentor, she advocates for progress and innovation in the profession, heralding a new way of thinking about the practice of accountancy and giving it a new purpose.

Having successfully transformed her own firm into a technologically advanced, paperless work environment, she is now dedicated to educating her fellow colleagues on how to make the same transition.

She is a regular contributor to a number of industry publications, including CPA Trendlines, where she offers practical tips and advice on running a next-generation firm.

Padar has been named by Accounting Today as “the Top 100 Most Influential to the Profession” for the last four years and manages her firm and discover new “best practices.”

Padar is married, has two teenage children, and swims competitively. Padar earned her BBA from Saint Mary’s College and MST from Northern Illinois University. Padar is also an adjunct professor at Oakton Community College and a contributing member of the Intuit Trainer Writer Network.

Click here for more by Jody Padar

Exclusively for PRO Members. Log in here or upgrade to PRO today.

TO READ THE FULL ARTICLE

Continue reading your article with a CPA Trendlines Pro membership.