This course is designed to help learners transform CAS offerings into scalable, value-driven solutions. Learners will explore the essential steps of productizing services and packaging those services into strategic tiers that align with client needs.

The course also covers pricing strategies and the importance of aligning pricing with the CAS vision, client expectations, and operational efficiency. Learners will also consider how to market and sell packages effectively by demonstrating value and tailoring messaging to specific client segments.

Learning objectives  

By the end of this course, learners will be able to:  

  • Define productized offerings based on services and expertise.
  • Determine standardized packages using the products.
  • Differentiate between the different pricing and billing methods.
  • Analyze different pricing and billing methods.

Best fit for learners who want to:  

Revisit pricing, productize CAS services, define service packages, evaluate billing and collection methods, and communicate value to specific client segments.

 

CPE Credit

Requirements: Familiarity with pricing, productization, and packaging and prior completion of a basic-level course in pricing, productization, and packaging or equivalent practical experience.  

Advanced Preparation: None

Field of Study: Business Management & Organization 

Number of CPE credits: 1.0

Program Level: Intermediate

Instructional Method : QAS Self Study

Location:  Online


Purchase

CPA.com (Registration # 108347) 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 web site: www.nasbaregistry.org

REFUND POLICY

No refunds will be issued for online CPE subscription products.

For more information regarding administrative policies such as complaints, cancellations, and refunds, please contact workshops@hq.cpa.com.