Professionally Speaking

Inspiring. Authentic. Practical. Relevant.

Michelle spoke at our Headwaters conference and her session was a real eye opener. Her approach to pricing strategies for the accounting profession is the best I’ve ever seen. It is practical, it makes sense to firms of any size, and it is the path to the future changes facing the accounting profession. Michelle knows her stuff—her thought-provoking, professional approach to presenting the topic makes you feel it is possible to make it happen in your firm!

Tim Bartz

Director, Upstream Academy

“I don’t normally do this, but I thought your session was so good and so well-run that I wanted to offer myself as a reference if you ever need one. I haven’t seen the written evaluations yet, but the anecdotal evidence was that it was just what the doctor ordered. I can’t thank you enough for sending our managing partners out with a bang.”

Jay Hauck

Executive Director (former), DFK International

Energize Your Audience

HOT Topics

A sampling of subjects Michelle speaks to.



Advanced Pricing Methods®: Tools to Increase Profits

Showing how proper up-front pricing improves profitability while it deepens relationships.


The Subscription Model of Today for Modern CPA Firms

Subscription model businesses are exponentially more valuable than 1x annual fees. Learn how the model applies to CPAs and how it aligns with firms’ adoption of newer technologies.


staying profitable When YOU PRice In Advance

Steps to take when you shift risk from the customer to the firm (where it belongs).


advanced pricing = advanced customer relationships

Putting customers in control and providing certainty in price has unexpected benefits.


Building your business-advisor business

Demand for true business advisors grows as perceived value of compliance services decreases. The change in focus requires more than new service offerings, tools & skills. Explore how more effective R&D, different pricing approaches, and a change in culture set the stage.


letting go with grace, receiving with respect

As Boomers retire, delegating work and transitioning relationships is painful. Discover transitioners’ and transitionees’ responsibilities to one another & how to be more successful.


proposal language that closes deals: Words Matter

Appeal to buyers’ emotions. Learn how to be more client-centric, less firm-centric.


How to PRice Consulting Work

Advance-pricing fans struggle most with pricing “consulting.” It’s not as hard as it looks.

Happy Audiences

Michelle works with many groups that include:

“Your session made everyone sit back and really think about how we should change. In fact, the talk was of little else for the rest of the day. It was the best session that we have ever had at any of our twice-annual worldwide conferences and I thank you for being so challenging and thought provoking.” 

Howard Wilkinson

Partner, Mercer & Hole (UK)

  • Accounting Today Growth & Profitability Summits
  • AccountingWEB Live
  • Advanced Marketing Professionals Group
  • Allinial Global (aka ARAF, Polaris)
  • All-Star Financial Group (ASFG)
  • AGN International
  • American Bar Assoc (ABA) Law Practice Management
  • American Institute of CPAs (AICPA) ENGAGE, Practitioner’s Symposium, Prac/Tech, PFP, HR Roundtable, Large Firm Exec Roundtable
  • American Society of Pension Professionals & Actuaries (ASPPA)
  • Association for Accounting Marketing (AAM)
  • Association for CPA Financial Planners (ACPAFP)
  • Avalara Thought Leader Series
  • BDO
  • BDO Canada
  • Boomer CEO Advantage Roundtables
  • CalCPA Education Foundation, Faculty
  • CCH
  • / Digital CPA
  • CPAmerica
  • CPA Associates International (CPAAI)
  • CPA Firm Management Association (CPAFMA) (formerly AAA)
  • DFK International
  • Florida Institute of CPAs (FICPA)
  • Georgia Society of CPAs (GSCPA)
  • International Assoc of Business Communicators (IABC)
  • International Assoc of Facilitators (IAF)
  • Leading Edge Alliance (LEA)
  • Legal Marketing Assoc (LMA)
  • Management Summit
  • Marketing Directors’ Support Group
  • Massachusetts Society of CPAs (MSCPA)
  • Minnesota Society of CPAs (MNCPA)
  • Missouri Society of CPAs (MSCPA)
  • Moore Stephens North America
  • National Assoc of Certified Valuation Analysts (NACVA)
  • National Investor Relations Institute (NIRI)
  • National Institute of Pension Administrators (NIPA BMC)
  • Northeast Education Conference
  • Practice Engine User Conference
  • The PRIME Symposium (by INSIDE Public Accounting)
  • PrimeGlobal (aka IGAF Worldwide)
  • Principa
  • Professional Services Marketing Assoc (PSMA)
  • SAGE Summit & SAGE Leadership Academy
  • TEDx (Halifax)
  • The International Accounting Group (TIAG) & TAGLaw
  • The Partner Institute (TPI)
  • Upstream Academy
  • Utah Assoc of CPAs (UACPA)
  • VeraSage Institute (faculty)
  • Winning Is Everything
  • Xero

Make your group happy, too! Book Michelle to feature her informative, energetic presentation at your next event.

PO Box 410
Island Park, ID 83429