Advisory Services Kelly Nokleby, EA, on bundled services Read the Article Open Share Drawer Share this: Share on X (Opens in new window) X Share on Facebook (Opens in new window) Facebook Share on LinkedIn (Opens in new window) LinkedIn Written by Intuit Accountants Team Modified Aug 22, 2023 0 min read Kelly Nokleby, EA, owner of Books by Kelly, discusses the concept of value pricing and bundled services. She shares how she looked at the services most used by her clients to bundle them into four separate base packages, structured in a way that adds value and meets client needs. Editor’s note: This video was originally published on Insightful Accountant. Previous Post Caleb Jenkins, EA, on the value of advisory work Next Post 10 Daily Habits to Boost Your Tax Staff’s Productivity Written by Intuit Accountants Team The Intuit® Accountants team provides ProConnect™ Tax, Lacerte® Tax, ProSeries® Tax, and add-on software and services to enable workflow for its customers. Visit us online or follow us on X, Instagram, Facebook, and LinkedIn. More from Intuit Accountants Team Comments are closed. Browse Related Articles Advisory Services Making advisory work, even If you’ve struggled before Workflow tools Tech stack 101 for tax firms Workflow tools How to safely switch from desktop to the cloud Practice Management Intuit® Tax Council Applications open until May 31 Workflow tools More volume, more problems? Not with the right software Advisory Services How to turn tax law changes into advisory opportunities Workflow tools How to manage many complex returns at once Workflow tools Best tax software for multi-preparer firms Workflow tools 7 features to consider when choosing tax software Webinars Introduction to Lacerte® Tax