Course 03 · Advisory Expansion
Pricing, Packaging, and Offer Design
Build profitable offers, scope boundaries, renewal rhythm, and client agreements.
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$59
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What this course covers
What to sell, how to package it, what to charge, and how money moves from client to firm. Chris opens real fee schedules and engagement letters and shows why hourly work and the once-a-year invoice were broken long before AI.
You will build the offer ladder, design packages for bookkeeping through full service, price setup work before it leaks into margin, and leave with price sheets, proposal scripts, and engagement language you can use.
What you leave with
A pricing system that supports better margins, clearer scope, and stronger client relationships.
Included with the course
- Full video lessons taught from real firm workflows
- Module resources, worksheets, and implementation notes
- A concrete next step for your firm after every module
- Lifetime access after you open the course — no subscription required
Syllabus
9 modules
Preview the full module list here. Lessons, implementation notes, and downloads open inside the Academy after you get started.
- 01
Why Old Pricing Breaks in an AI-First Market
Why hourly billing, legacy annual prep pricing, and loose scope become unstable once production cost and client expectations change.
~30 min
- 02
The Core Offer Ladder
Organize tax, books, planning, advisory, implementation, and full-service relationships into a ladder clients can understand.
~29 min
- 03
Bookkeeping Packages
Package bookkeeping around close cadence, review standards, client visibility, and the advisory value of current books.
~23 min
- 04
Tax Preparation and Tax Planning Packages
Separate annual compliance from recurring planning value without confusing the client or underpricing judgment work.
~28 min
- 05
Advisory, Financial Planning, and the Full-Service Package
Combine advisory, financial planning, books, tax, and implementation work into a full-service relationship with boundaries.
~32 min
- 06
Implementation Fees, Retainers, and Scope Control
Price setup, cleanup, conversion, and implementation work before it leaks into recurring service margins.
~32 min
- 07
Price Sheets, Proposal Scripts, and Renewal Rhythm
Turn the pricing model into reusable price sheets, proposal language, renewal timing, and upgrade conversations.
~31 min
- 08
Engagement Letters and Client Agreements
Use engagement letters, client agreements, scope language, exit rights, and price-lock promises to support the pricing model.
~32 min
- 09
Answering the Skeptic
Pressure-test the pricing model and answer the strongest objections without weakening the offer.
~28 min
Related courses
Course 02
100K to $1.5M Roadmap
The staged path from solo compliance work to a leveraged, multi-service firm.
Course 06
The Client Onboarding Experience
Move clients from signed proposal into a clear, repeatable ongoing relationship.
Course 13
Financial Planning Deep Dive
Connect tax, bookkeeping, and planning into a broader household advisory model.
Ready when your firm is.
Get started free, preview the Academy, and buy this course when it matches the problem in front of you.