Advisory Services Infographic: Imagine the possibilities with bundled services Read the Article Open Share Drawer Share this: Click to share on X (Opens in new window) X Click to share on Facebook (Opens in new window) Facebook Click to share on LinkedIn (Opens in new window) LinkedIn Written by Jim Buffington, CPA Modified Aug 22, 2023 1 min read One of the tough choices that tax and accounting professionals need to make for their firms is how to structure their business model to help ensure profitability. Many pricing models exist for tax and accounting pros to choose from – from charging hourly or by tax form, to charging a flat monthly fee, to value pricing. One model to consider is bundled services: leading firms often offer three different packages of bundled services at fixed monthly fees that provide clients with a range of advisory services, in addition to traditional tax and accounting work, to help clients achieve their goals. When offering bundled services, compliance work is foundational, but the advisory services you offer are the value proposition. This model has many advantages for you and your clients. See the infographic below to learn more. Click the above image to download the infographic in a PDF file. Get more information on how to become a Tax Practice of the Future in our personalized guide to advisory services. Previous Post Haga crecer su despacho con el programa de agentes tramitadores… Next Post Tips to Help Your Clients Save for the Future Written by Jim Buffington, CPA Jim Buffington, CPA, is an advisory services leader with Intuit® Accountants. He has 20+ years of professional experience in sales management, public accounting, strategic alliances, product marketing, business process design, new business development and strategic planning. Connect with Jim on Twitter @jimatintuit. More from Jim Buffington, CPA 2 responses to “Infographic: Imagine the possibilities with bundled services” Great article. Thank you Joni. Browse Related Articles Practice Management Subscription pricing and AI: The tax practice of the future Webinars The Journey from Schedule C to 1120-S: Sept. 24 Virtual Conference ConnecTax 2025: Sept. 30-Oct .1 Workflow tools Why tax season keeps getting harder every year Practice Management Buying and selling a tax practice Advisory Services Unlocking year-round revenue with CAS Webinars ProConnect Tax fundamentals: Sept. 24 Webinars ProSeries Tax fundamentals: Sept. 23 Webinars Lacerte Tax fundamentals: Sept. 23 Practice Management Will ChatGPT recommend your firm?