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Free cpe webinars
Capitalizing on Quick Questions

CAPITALIZING ON QUICK QUESTIONS

Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 26, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Who Should AttendCPA - small firm
Course Description

In this webinar, Mucki Sobania, Solutions Consultant Lead at Thomson Reuters, and Chris Papin, Owner, Papin CPA, PLLC, will share their expertise on transforming quick questions into valuable service opportunities. They will discuss the Practice Forward approach, which helps firms define their service menu, set minimum prices, and clarify the scope of engagements, ensuring you get fairly compensated for your knowledge and expertise. 

During the discussion, we’ll cover some enduring pain points professionals feel, including feeling like you're giving away valuable services for free, struggling with scope creep and chasing deadlines, and difficulty proactively helping all clients due to constant interruptions. 

Learning Objectives: 


  • Define or refine your firm's service offerings to set you up for success

  • List strategies for setting minimum prices for your services and ensuring fair compensation for quick questions

  • Determine how to clarify the relationship with your clients to alleviate the dread around quick questions

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Mucki Sobania

Thomson Reuters
Solutions Consultant Lead
[email protected]
(800) 968-8900

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Mucki Sobania has been with Thomson Reuters since 2015, most recently serving as Senior Solutions Consultant in the Tax Professionals segment. She previously worked in a consultative capacity, demonstrating the Thomson Reuters suite of products to help in the growth and transformation of tax and accounting firms. In her current role, Sobania looks for opportunities to help firms transition to being “advisory-centric” in their client relationships as they grow their business.

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Christopher C. Papin wears many hats. He is a licensed attorney, a certified public accountant, and a life, accident, and health insurance producer. Chris was born in Edmond, Oklahoma. He received a Bachelor’s degree in accounting from the University of Oklahoma in 2004 and a Master’s degree in accounting from the University of Oklahoma in 2005. Chris became a Certified Public Accountant in 2007 and received his Juris Doctor degree from Oklahoma City University School of Law and was licensed to practice law in Oklahoma in 2008. Chris was admitted to practice before the United States Tax Court in 2010.

About Our Presenter

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Thomson Reuters (TSX/NYSE: TRI) (“TR”) informs the way forward by bringing together the trusted content and technology that people and organizations need to make the right decisions. The company serves professionals across legal, tax, accounting, compliance, government, and media. Its products combine highly specialized software and insights to empower professionals with the data, intelligence, and solutions needed to make informed decisions, and to help institutions in their pursuit of justice, truth, and transparency. Reuters, part of Thomson Reuters, is a world-leading provider of trusted journalism and news. For more information, visit tr.com.