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Value Pricing Advisory with ChatGPT: Protect Margins with AI-powered Pricing

Type: Center For Accounting
Starts
24 June 2026 2:30 pm ET
Ends
24 June 2026 3:30 pm ET

2:30 PM – 3:30 PM ET

Value Pricing Advisory with ChatGPT: Protect Margins with AI-powered Pricing

Underpricing advisory work limits revenue and creates unnecessary stress. Advisory is where you deliver the most value, yet many professionals either guess what to charge or give it away for free. Pricing becomes straightforward when you have the right framework. 

In this session, you’ll learn how to confidently price and package your advisory services, with AI as your support tool. You’ll discover practical methods to price cash flow, tax, and growth advisory without second-guessing. We’ll also show you how to design clear, outcome-focused packages that clients understand and are eager to invest in. 

Using ChatGPT, you’ll see how to save time, define scope boundaries, and protect your firm’s profit margins while elevating your client relationships.

Learning Objectives
  • Apply value-based pricing methods to cash flow, tax, and growth advisory services to eliminate undercharging
  • Develop outcome-focused advisory packages with clear scope boundaries that clients understand and value
  • Utilize ChatGPT to save time, define clear scope boundaries, and boost the profit margins of your firm’s advisory services

Designed for: Accounting firm owners, Partners and Accounting professionals that engage in consultations.
CPE CREDIT: 1 hour
FIELD OF STUDY: Business Management & Organization
PREREQUISITES: None 
LEVEL: Basic
DELIVERY METHOD: Group Internet Based


Speaker Bio


Loren Fogelman

Founder & CEO


Business Success Solution

Loren Fogelman is a keynote speaker and one of America’s top ranked business coaches. She’s been steadily recognized by HubSpot in its annual list of the world’s top 22 business coaches.
She delivers talks and workshops at major accounting conferences such as Accounting Today’s Firm Growth Forum and Accountex. Loren is an expert in pricing strategy and sales for accounting professionals. She coaches them to shift away from the “dollars-per-hour” pricing trap to a value-based pricing model. This allows her clients to reduce workload by as much as 50% while doubling revenues. She’s a regular contributor to Intuit’s Firm of the Future series, CPA Leadership Institute, CPA Academy and the author of two Amazon best seller books: The Winning Point: How to Master the Mindset of Champions and The Success Solution: Break Through Limiting Beliefs for Business Success.

NOTE: Connection instructions will come directly from the Center for Accounting Transformation (C4AT). AGN covers the registration fees for these webinars as a benefit to our members. Please help us cut down on no-shows by cancelling in advance if you are no longer able to attend. Cancellation requests should be sent to [email protected].

AGN International – Americas, 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. 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: www.nasbaregistry.org

Texas CPAs: AGN International – Americas, LLC is also registered with the Texas State Board of Public Accountancy. (Sponsor ID: 010173)

Questions and comments can be directed to AGN Programs Manager Misean Reed.

Register