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 Visit the website of Intuit Accountants Team. Comments are closed. Browse Related Articles Workflow tools Outgrowing your current workflow? How to build the case for ProConnect™ Tax Workflow tools Changing tax software: How to minimize disruption across offices Tax Law and News How to reconstruct tax records after a disaster Tax Law and News Practical AI prompting for tax pros Advisory Services Client conversations = advisory opportunities Practice Management Unificando impuestos y contabilidad en Intuit® Accountant Suite Advisory Services Why your best advice isn’t changing client behavior Tax Law and News 2 common charitable contribution scams Advisory Services Advisory Pyramid: Building mindsets across your team Tax Law and News IP PINs help guard clients against tax-related ID theft