Advisory Services Kelly Nokleby, EA, on 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 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 5 tips to prepare for the business extension deadline 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 at https://proconnect.intuit.com, or follow us on Twitter @IntuitAccts. More from Intuit Accountants Team Comments are closed. Browse Related Articles Intuit® Accountants News ProConnect™ Tax Customer Council Member Profile ̵… Advisory Services Alejandra Matias, EA, on the benefits of bundled servic… Advisory Services Andrew Poulos, EA, on the value of providing advisory s… Advisory Services Caleb Jenkins, EA, on the value of advisory work Advisory Services How to deliver bundled services Advisory Services Infographic: Imagine the possibilities with bundled ser… Advisory Services Tax practice of the future: 3 steps to increase advisor… Advisory Services Setting up an advisory “gig” in the gig eco… Advisory Services How to incorporate bundled services into your firm Practice Management Mary Jane Marchut, EA, on Automation and Educating Clie…
