This webinar empowers accountants to leverage AI for one of the most challenging aspects of their profession: pricing. This course guides participants through building and training a custom GPT-based bot tailored to their firm's unique pricing philosophy. Attendees will learn how to configure the bot to provide real-time support in pricing monthly work, tax returns, cleanup services, advisory engagements, or bundled offerings. By integrating AI into their pricing strategy, accountants can ensure consistency, transparency, and confidence in their value-based pricing decisions.
Learning Objectives:
- Design and configure a GPT-based AI bot tailored to your firm's unique services and pricing models
- Outline how to use AI to confidently price monthly services, tax returns, cleanup work, and advisory services, including bundled offerings
- Recognize how AI can help articulate the value of your services and align pricing with client expectations and outcomes
- Determine how to maintain uniformity in pricing across your firm while adapting to specific client needs
Hector Garcia, CPA
Hector Garcia, CPA
Principal Accountant and QuickBooks Trainer
[email protected]
(954) 414-1524
Hector is a CPA practicing as an Accountant and QuickBooks Trainer/Consultant in Davie, Florida, at his firm Quick Bookkeeping & Accounting LLC. Before working in public accounting, Hector worked in the accounting & financial departments of several fortune 500 companies, including Best Buy, Circuit City, Bank of America, and Wells Fargo. Hector’s passion is in training; it comes from his successful career in which he applied his philosophy of continuous learning and sharing experiences with co-workers. Currently, Hector teaches QuickBooks and Excel in his Doral, Florida training center almost every weekend. Hector is married with four children, and lives in Weston, Florida. Hector is fluent in Spanish and English.
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