Advisory Services

Infographic: Imagine the possibilities with bundled services

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.

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