{"id":15935,"date":"2019-10-01T08:00:55","date_gmt":"2019-10-01T13:00:55","guid":{"rendered":"https:\/\/taxprocenter.proconnect.intuit.com\/?p=15935"},"modified":"2023-08-22T11:08:46","modified_gmt":"2023-08-22T16:08:46","slug":"how-to-deliver-bundled-services","status":"publish","type":"post","link":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/how-to-deliver-bundled-services\/","title":{"rendered":"How to deliver bundled services"},"content":{"rendered":"<p>&nbsp;<\/p>\n<p>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&#8217;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.<\/p>\n<p>Find out how <a href=\"https:\/\/www.aparnesscpa.com\/\"title=\"\"  target=\"_blank\" rel=\"false noopener noreferrer\" data-wa-link=\"body_aparness\" target=\"_blank\">Andrea Parness, CPA, CTC<\/a>, made the transition to bundled services in her practice as part of her journey to deliver more value to her clients.<\/p>\n<p><iframe loading=\"lazy\" class=\"wistia_playlist\" src=\"\/\/fast.wistia.net\/embed\/playlists\/ek8veeg7tp?media_0_0%5BautoPlay%5D=false&amp;media_0_0%5BcontrolsVisibleOnLoad%5D=false&amp;theme=tab&amp;version=v1&amp;videoFoam=false&amp;videoOptions%5BautoPlay%5D=true&amp;videoOptions%5BinlineOptionsOnly%5D=true&amp;videoOptions%5BplayerColor%5D=54bbff&amp;videoOptions%5Bversion%5D=v1&amp;videoOptions%5BvideoHeight%5D=360&amp;videoOptions%5BvideoWidth%5D=640&amp;videoOptions%5BvolumeControl%5D=true\" name=\"wistia_playlist\" width=\"640\" height=\"360\" frameborder=\"0\" scrolling=\"no\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\n<p>Learn more about <a href=\"https:\/\/proconnect.intuit.com\/tax-practice-of-the-future\/\"title=\"\"  target=\"_blank\" rel=\"false noopener noreferrer\" data-wa-link=\"body_tpotf\">how to strengthen advisory services in your practice<\/a> with your personalized guide to becoming a Tax Practice of the Future.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>What are bundled services, and why should you consider implementing them in your tax and accounting firm? Learn from Andrea Parness, CPA, CTC.<\/p>\n","protected":false},"author":106654179,"featured_media":15082,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"video","meta":{"rkv_browse_by_id":0,"rkv_cta_id":0,"rkv_optimize_for_pagespeed":false,"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"useModifiedDate":false,"customPublishDate":"","_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"_wpas_customize_per_network":false},"categories":[646041873,116807],"tags":[],"intuit_collection":[],"intuit_series":[],"coauthors":[509474239],"class_list":["post-15935","post","type-post","status-publish","format-video","has-post-thumbnail","hentry","category-advisory-services","category-practice-management","post_format-post-format-video"],"header_image":"","yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.3 (Yoast SEO v27.6) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How to deliver bundled services<\/title>\n<meta name=\"description\" content=\"Bundled services help tax firms communicate and capture client value. Learn how Andrea Parness, CPA, CTC, transitioned to bundled services to deepen advisory relationships.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/how-to-deliver-bundled-services\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to deliver bundled services - Tax Pro Center | Intuit\" \/>\n<meta property=\"og:description\" content=\"Bundled services help tax firms communicate and capture client value. Learn how Andrea Parness, CPA, CTC, transitioned to bundled services to deepen advisory relationships.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/how-to-deliver-bundled-services\/\" \/>\n<meta property=\"og:site_name\" content=\"Tax Pro Center | Intuit\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/IntuitAccountants\" \/>\n<meta property=\"article:published_time\" content=\"2019-10-01T13:00:55+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-08-22T16:08:46+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2019\/01\/Bundled-services-1.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"280\" \/>\n\t<meta property=\"og:image:height\" content=\"130\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Tara Stratton\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@IntuitAccts\" \/>\n<meta name=\"twitter:site\" content=\"@IntuitAccts\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Tara Stratton\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/how-to-deliver-bundled-services\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/how-to-deliver-bundled-services\\\/\"},\"author\":{\"name\":\"Tara Stratton\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/person\\\/dea2bf4a693d9feb5aca984f51f0abca\"},\"headline\":\"How to deliver bundled services\",\"datePublished\":\"2019-10-01T13:00:55+00:00\",\"dateModified\":\"2023-08-22T16:08:46+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/how-to-deliver-bundled-services\\\/\"},\"wordCount\":124,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/how-to-deliver-bundled-services\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2019\\\/01\\\/Bundled-services-1.jpg\",\"articleSection\":[\"Advisory Services\",\"Practice Management\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/how-to-deliver-bundled-services\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/how-to-deliver-bundled-services\\\/\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/how-to-deliver-bundled-services\\\/\",\"name\":\"How to deliver bundled services\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/how-to-deliver-bundled-services\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/how-to-deliver-bundled-services\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2019\\\/01\\\/Bundled-services-1.jpg\",\"datePublished\":\"2019-10-01T13:00:55+00:00\",\"dateModified\":\"2023-08-22T16:08:46+00:00\",\"description\":\"Bundled services help tax firms communicate and capture client value. Learn how Andrea Parness, CPA, CTC, transitioned to bundled services to deepen advisory relationships.\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/how-to-deliver-bundled-services\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/how-to-deliver-bundled-services\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/how-to-deliver-bundled-services\\\/#primaryimage\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2019\\\/01\\\/Bundled-services-1.jpg\",\"contentUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2019\\\/01\\\/Bundled-services-1.jpg\",\"width\":280,\"height\":130,\"caption\":\"Bundled services\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/how-to-deliver-bundled-services\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"How to deliver bundled services\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#website\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/\",\"name\":\"Tax Pro Center | Intuit\",\"description\":\"Tax Pro Center\",\"publisher\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#organization\",\"name\":\"Tax Pro Center | Intuit\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/logo\\\/image\\\/\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2022\\\/10\\\/Tax_Pro_Center_Logo_Final_large.webp\",\"contentUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2022\\\/10\\\/Tax_Pro_Center_Logo_Final_large.webp\",\"width\":872,\"height\":160,\"caption\":\"Tax Pro Center | Intuit\"},\"image\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/logo\\\/image\\\/\"},\"sameAs\":[\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/IntuitAccountants\",\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/IntuitAccts\",\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/intuitaccountants\\\/?hl=en\",\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/company\\\/intuit-accountants\\\/\"]},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/person\\\/dea2bf4a693d9feb5aca984f51f0abca\",\"name\":\"Tara Stratton\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/avatar\\\/d5cca80b416c671d546142340919794cc13910b28bda44e2369888fda3c68fba?s=96&d=identicon&r=g\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/avatar\\\/d5cca80b416c671d546142340919794cc13910b28bda44e2369888fda3c68fba?s=96&d=identicon&r=g\",\"contentUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/avatar\\\/d5cca80b416c671d546142340919794cc13910b28bda44e2369888fda3c68fba?s=96&d=identicon&r=g\",\"caption\":\"Tara Stratton\"},\"description\":\"Tara Stratton is a marketing manager for Intuit\u00ae Accountants, 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.\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/author\\\/tjstratton\\\/\"}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"How to deliver bundled services","description":"Bundled services help tax firms communicate and capture client value. Learn how Andrea Parness, CPA, CTC, transitioned to bundled services to deepen advisory relationships.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/how-to-deliver-bundled-services\/","og_locale":"en_US","og_type":"article","og_title":"How to deliver bundled services - Tax Pro Center | Intuit","og_description":"Bundled services help tax firms communicate and capture client value. Learn how Andrea Parness, CPA, CTC, transitioned to bundled services to deepen advisory relationships.","og_url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/how-to-deliver-bundled-services\/","og_site_name":"Tax Pro Center | Intuit","article_publisher":"https:\/\/www.facebook.com\/IntuitAccountants","article_published_time":"2019-10-01T13:00:55+00:00","article_modified_time":"2023-08-22T16:08:46+00:00","og_image":[{"width":280,"height":130,"url":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2019\/01\/Bundled-services-1.jpg","type":"image\/jpeg"}],"author":"Tara Stratton","twitter_card":"summary_large_image","twitter_creator":"@IntuitAccts","twitter_site":"@IntuitAccts","twitter_misc":{"Written by":"Tara Stratton","Est. reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/how-to-deliver-bundled-services\/#article","isPartOf":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/how-to-deliver-bundled-services\/"},"author":{"name":"Tara Stratton","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/person\/dea2bf4a693d9feb5aca984f51f0abca"},"headline":"How to deliver bundled services","datePublished":"2019-10-01T13:00:55+00:00","dateModified":"2023-08-22T16:08:46+00:00","mainEntityOfPage":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/how-to-deliver-bundled-services\/"},"wordCount":124,"commentCount":0,"publisher":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#organization"},"image":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/how-to-deliver-bundled-services\/#primaryimage"},"thumbnailUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2019\/01\/Bundled-services-1.jpg","articleSection":["Advisory Services","Practice Management"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/how-to-deliver-bundled-services\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/how-to-deliver-bundled-services\/","url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/how-to-deliver-bundled-services\/","name":"How to deliver bundled services","isPartOf":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#website"},"primaryImageOfPage":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/how-to-deliver-bundled-services\/#primaryimage"},"image":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/how-to-deliver-bundled-services\/#primaryimage"},"thumbnailUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2019\/01\/Bundled-services-1.jpg","datePublished":"2019-10-01T13:00:55+00:00","dateModified":"2023-08-22T16:08:46+00:00","description":"Bundled services help tax firms communicate and capture client value. Learn how Andrea Parness, CPA, CTC, transitioned to bundled services to deepen advisory relationships.","breadcrumb":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/how-to-deliver-bundled-services\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/how-to-deliver-bundled-services\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/how-to-deliver-bundled-services\/#primaryimage","url":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2019\/01\/Bundled-services-1.jpg","contentUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2019\/01\/Bundled-services-1.jpg","width":280,"height":130,"caption":"Bundled services"},{"@type":"BreadcrumbList","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/how-to-deliver-bundled-services\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/accountants.intuit.com\/taxprocenter\/"},{"@type":"ListItem","position":2,"name":"How to deliver bundled services"}]},{"@type":"WebSite","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#website","url":"https:\/\/accountants.intuit.com\/taxprocenter\/","name":"Tax Pro Center | Intuit","description":"Tax Pro Center","publisher":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/accountants.intuit.com\/taxprocenter\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#organization","name":"Tax Pro Center | Intuit","url":"https:\/\/accountants.intuit.com\/taxprocenter\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/logo\/image\/","url":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2022\/10\/Tax_Pro_Center_Logo_Final_large.webp","contentUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2022\/10\/Tax_Pro_Center_Logo_Final_large.webp","width":872,"height":160,"caption":"Tax Pro Center | Intuit"},"image":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/accountants.intuit.com\/taxprocenter\/IntuitAccountants","https:\/\/accountants.intuit.com\/taxprocenter\/IntuitAccts","https:\/\/accountants.intuit.com\/taxprocenter\/intuitaccountants\/?hl=en","https:\/\/accountants.intuit.com\/taxprocenter\/company\/intuit-accountants\/"]},{"@type":"Person","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/person\/dea2bf4a693d9feb5aca984f51f0abca","name":"Tara Stratton","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/avatar\/d5cca80b416c671d546142340919794cc13910b28bda44e2369888fda3c68fba?s=96&d=identicon&r=g","url":"https:\/\/accountants.intuit.com\/taxprocenter\/avatar\/d5cca80b416c671d546142340919794cc13910b28bda44e2369888fda3c68fba?s=96&d=identicon&r=g","contentUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/avatar\/d5cca80b416c671d546142340919794cc13910b28bda44e2369888fda3c68fba?s=96&d=identicon&r=g","caption":"Tara Stratton"},"description":"Tara Stratton is a marketing manager for Intuit\u00ae Accountants, 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.","url":"https:\/\/accountants.intuit.com\/taxprocenter\/author\/tjstratton\/"}]}},"jetpack_publicize_connections":[],"jetpack_featured_media_url":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2019\/01\/Bundled-services-1.jpg","jetpack_shortlink":"https:\/\/wp.me\/pazjGh-491","jetpack-related-posts":[{"id":16835,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/client-relationships\/infographic-imagine-the-possibilities-with-bundled-services\/","url_meta":{"origin":15935,"position":0},"title":"Infographic: Imagine the possibilities with bundled services","author":"Jim Buffington, CPA","date":"September 23, 2019","format":"video","excerpt":"Learn about the benefits of using the bundled services pricing model for your clients and your firm in this infographic.","rel":"","context":"In &quot;Advisory Services&quot;","block_context":{"text":"Advisory Services","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/advisory-services\/"},"img":{"alt_text":"Bundled services","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2019\/07\/Bundled_Services_TPC-e1563286668934.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2019\/07\/Bundled_Services_TPC-e1563286668934.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2019\/07\/Bundled_Services_TPC-e1563286668934.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":16290,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/client-relationships\/how-to-incorporate-bundled-services-into-your-firm\/","url_meta":{"origin":15935,"position":1},"title":"How to incorporate bundled services into your firm","author":"Andrea Parness, CPA, CTC","date":"May 29, 2019","format":false,"excerpt":"Get several practical tips on how to transform your tax and accounting practice to offer bundled services.","rel":"","context":"In &quot;Advisory Services&quot;","block_context":{"text":"Advisory Services","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/advisory-services\/"},"img":{"alt_text":"Brainstorm to innovate","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/04\/brainstorm-sticky-notes1-e1535552608568.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/04\/brainstorm-sticky-notes1-e1535552608568.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/04\/brainstorm-sticky-notes1-e1535552608568.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":14016,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/tax-practice-of-the-future-3-steps-to-increase-advisory-services\/","url_meta":{"origin":15935,"position":2},"title":"Tax practice of the future: 3 steps to increase advisory services","author":"Jim Buffington, CPA","date":"November 28, 2018","format":false,"excerpt":"This article focuses on three critical steps future-focused tax practices can take to increase their advisory services.","rel":"","context":"In &quot;Advisory Services&quot;","block_context":{"text":"Advisory Services","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/advisory-services\/"},"img":{"alt_text":"tax practice of the future","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2018\/11\/TPOTF-TWITTER-A.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2018\/11\/TPOTF-TWITTER-A.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2018\/11\/TPOTF-TWITTER-A.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2018\/11\/TPOTF-TWITTER-A.jpg?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":15223,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/proconnect\/proconnect-tax-customer-council-member-profile-andrea-parness-cpa-ctc\/","url_meta":{"origin":15935,"position":3},"title":"ProConnect\u2122 Tax Customer Council Member Profile: Andrea Parness, CPA, CTC","author":"Intuit Accountants Team","date":"March 21, 2019","format":"video","excerpt":"Get to know Andrea Parness, CPA, CTC, in this profile of her tax practice.","rel":"","context":"In &quot;Intuit\u00ae Accountants News&quot;","block_context":{"text":"Intuit\u00ae Accountants News","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/proconnect\/"},"img":{"alt_text":"proconnect tax customer council","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2019\/01\/ProConnect-Tax-Customer-Council-e1550854254719.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2019\/01\/ProConnect-Tax-Customer-Council-e1550854254719.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2019\/01\/ProConnect-Tax-Customer-Council-e1550854254719.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":16844,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/kelly-nokleby-ea-on-bundled-services\/","url_meta":{"origin":15935,"position":4},"title":"Kelly Nokleby, EA, on bundled services","author":"Intuit Accountants Team","date":"July 26, 2019","format":"video","excerpt":"Kelly Nokleby, EA, a member of the ProConnect\u2122 Tax Customer Council, discusses why offering bundled services is an important part of an advisory services practice and explains her four packages.","rel":"","context":"In &quot;Advisory Services&quot;","block_context":{"text":"Advisory Services","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/advisory-services\/"},"img":{"alt_text":"Kelly Nokleby, EA","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2019\/07\/Kelly-Nokleby-Insightful-Accountant-e1564503646758.jpeg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2019\/07\/Kelly-Nokleby-Insightful-Accountant-e1564503646758.jpeg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2019\/07\/Kelly-Nokleby-Insightful-Accountant-e1564503646758.jpeg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":22487,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/how-the-irs-protects-taxpayers-from-tax-related-identity-theft\/","url_meta":{"origin":15935,"position":5},"title":"How the IRS protects taxpayers from tax-related identity theft","author":"Intuit Accountants Team","date":"March 5, 2021","format":false,"excerpt":"Help protect your firm and clients with current information about security and fraud.","rel":"","context":"In &quot;Practice Management&quot;","block_context":{"text":"Practice Management","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/practice-management\/"},"img":{"alt_text":"Security","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2021\/02\/Security.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2021\/02\/Security.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2021\/02\/Security.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2021\/02\/Security.jpg?resize=700%2C400&ssl=1 2x"},"classes":[]}],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/15935","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/users\/106654179"}],"replies":[{"embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/comments?post=15935"}],"version-history":[{"count":8,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/15935\/revisions"}],"predecessor-version":[{"id":24080,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/15935\/revisions\/24080"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/media\/15082"}],"wp:attachment":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/media?parent=15935"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/categories?post=15935"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/tags?post=15935"},{"taxonomy":"intuit_collection","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/intuit_collection?post=15935"},{"taxonomy":"intuit_series","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/intuit_series?post=15935"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/coauthors?post=15935"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}