We’re here to support you. Our new Resource Center is here.

P3: Pricing, Packaging and Positioning

P3: Pricing, Packaging and Positioning

PDF $69


Binder $197


104 pages
4 hours CPE
Free shipping

Eliminate fee resistance, sell more easily, and get paid what you’re worth by learning pricing skills, including value pricing, how to package your product, and selling basics without being salesy, a cold-caller, or a stalker.


P3 includes:

  • 8 of the most common mistakes and myths in pricing accounting services
  • 3 reasons to raise your rates
  • Sample rate increase letter
  • The secret to offering highly desirable services that clients want
  • 3 tips to avoid fee resistance
  • 4 creative pricing and promotional ideas
  • 3 price levels to consider
  • 2 factors that drive price
  • An 84-point checklist to help you communicate your value to clients
  • How to deal with the emotional side of selling and pricing
  • 4 ways to build trust with your client faster
  • A 5-part selling formula to use during your sales process
  • 2 ways to stay out of “maybe-land” when selling
  • 3 benefits of offering packages instead of hourly rates
  • The first step of creating your services packages
  • 5 sample packages
  • 10 ideas for top-selling packagesyou can offer to clients
  • 8 detailed steps to creating services packages
  • 6 questions to get started creating your starter packages
  • How to squeeze more profit from your packages without increasing your rates
  • 13 characteristics of next-generation accounting firms
  • And much more

Who Will Benefit

Accountants and Bookkeepers will benefit from this course if you:

  • Feel like you are undercharging your clients but don’t have the selling or marketing skills to try to get more
  • Feel frustrated and uncomfortable when a prospect resists after you mention your fee
  • Feel the competition has increased or your services are becoming more of a commodity
  • Want to increase your rates but don’t want to lose clients
  • Want to make your sales process much easier so you can  close more business and  market less often
  • Wonder if you should consider moving from hourly pricing to offering packages but feel like you  might lose your shirt


A highly productive way to earn CPE

Earn up to 4 hours of CPE with this self-study program. Here are the details:

Prerequisites: None
Advanced Preparation: None
Program Level: Basic
Delivery Method: QAS Self-Study
Field of Study: Marketing
Price: $197 plus state sales tax, shipping included

Learning Objectives:

After completing this course, participants should be able to:

  • List eight mistakes that are commonly made in pricing
  • Name three pricing strategies or levels
  • Identify two of the most important factors that should drive price
  • Define catastrophic thinking
  • List at least ten items that communicate your value to prospects
  • Name at least two methods to price creatively
  • Provide a practical answer to the “How much do you charge?” question you get from prospects
  • Cite three approaches to reducing price resistance
  • Name four steps to helping your prospect reduce their fear of buying from you
  • Define maybe-land and specify one way to avoid going there
  • List at least two components of communicating a price increase
  • List at least eight benefits of moving from hourly to packages
  • Identify at least three ways to create packages
  • Explain the small, medium, and large package options and why they are an essential part of offering packages
  • Specify how to create at least one package based on their services that they can offer clients
  • Name two ways to re-position their products for higher sales
  • List a process to re-position their existing services
  • Specify how to create a comparison chart as a sales tool for small, medium, and large offerings
  • Identify a key element in positioning

Sandra L. Leyva, Inc. is registered with the National Association of State
Boards of Accountancy as a Quality Assurance Service (QAS) sponsor of
continuing professional education. State boards of accountancy have final
authority on the acceptance of individual courses for CPE credit. Complaints
regarding QAS program sponsors may be submitted to NASBA through its
website: www.learningmarket.org.


Participants may request a refund for a CPE course within 30 days of the purchase date. The course binder and all materials must be returned in a resalable condition to the Indiana warehouse at 2001 N. Hunt Street, Terre Haute, IN 47805. Shipping fees are the responsibility of the purchaser.

Complaint Resolution
For service and support, please contact our offices at Sandra L. Leyva, Inc., PMB 95, 1900 Preston Rd #267, Plano, TX 75093, support@sandismith.com, 972-985-9129.

Contact Us

Marketing and Coaching for Accountants, CPAs, Bookkeepers, QuickBooks Advisors, and Xero Consultants

Accountant’s Accelerator is a division of Sandra L. Leyva, Inc.

6965 El Camino Real #105 PMB 683
Carlsbad, CA 92009



No-Risk Guarantee

100 Percent Satisfaction GuaranteedAll of our products are backed by our 100% satisfaction guarantee.

If, for any reason, you are not completely satisfied you can cancel any time. No questions asked. Nothing to return.

Connect with us

rss linkedin facebook twitter youtube pinterest pinterest