Advisory Services How to deliver bundled services Read the Article Open Share Drawer Share this:Click to share on Twitter (Opens in new window)Click to share on Facebook (Opens in new window)Click to share on LinkedIn (Opens in new window) Written by Tara Stratton Modified Aug 22, 2023 1 min read If you are transitioning to a Tax Practice of the Future, and focusing on delivering more value to your clients through advisory services instead of offering only tax preparation, then you’ve more than likely thought about how to deliver bundled services to your clients. Bundled services is a business model that helps you communicate and deliver client value, while also capturing more value for your firm. Find out how Andrea Parness, CPA, CTC, made the transition to bundled services in her practice as part of her journey to deliver more value to her clients. Learn more about how to strengthen advisory services in your practice with your personalized guide to becoming a Tax Practice of the Future. Previous Post Advisory services: business tax strategy checklist Next Post Chris James, JD, and Christopher Picciurro, CPA/PFS, MBA, ARA, on… Written by Tara Stratton Tara Stratton is a marketing manager for Intuit® ProConnect™, where she has worked since 2015. She earned her MBA from Southern Methodist University. In her free time, she enjoys running, camping, traveling, and spending time with her friends, family, and dog. More from Tara Stratton Comments are closed. Browse Related Articles Advisory Services Infographic: Imagine the possibilities with bundled ser… Advisory Services How to incorporate bundled services into your firm Intuit® Accountants News ProConnect™ Tax Customer Council Member Profile: Andr… Advisory Services Kelly Nokleby, EA, on bundled services Advisory Services Tax practice of the future: 3 steps to increase advisor… Practice Management How the IRS protects taxpayers from tax-related identit… Advisory Services Setting up an advisory “gig” in the gig eco… Advisory Services Providing client accounting services for real estate in… Advisory Services Alejandra Matias, EA, on the benefits of bundled servic… Advisory Services 8 ways to determine if a client is ready for advisory s…
