{"id":15948,"date":"2019-06-17T08:00:34","date_gmt":"2019-06-17T13:00:34","guid":{"rendered":"https:\/\/taxprocenter.proconnect.intuit.com\/?p=15948"},"modified":"2023-08-22T11:08:55","modified_gmt":"2023-08-22T16:08:55","slug":"introducing-your-bundled-service-packages","status":"publish","type":"post","link":"https:\/\/accountants.intuit.com\/taxprocenter\/client-relationships\/introducing-your-bundled-service-packages\/","title":{"rendered":"Introducing your bundled service packages"},"content":{"rendered":"

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Now that busy season has passed, it’s time to assess your firm\u2019s workflow, the value you provide to clients and opportunities to improve. Some of the common challenges cited this season include clients delivering tax information late, cleaning up accounting records during busy season and probably the most difficult challenge, long client conversations about tax liability changes. Most of these challenges are a result of traditional workflows and services that haven\u2019t been updated in years or even decades.<\/p>\n

With a few changes, some firms are leading with higher value planning and advisory services <\/a>for all of their clients and creating a collaborative advisory workflow to proactively engage clients all year. The result is avoiding uncomfortable client surprises, reducing the need to nag clients for information, streamlining workflows and delivering a much better client tax experience.<\/p>\n

Firms who are ready to lead with tax planning services and embrace an advisory workflow to proactively collaborate with business clients all year often ask how to communicate the changes and new services to clients. It\u2019s important to communicate how your services are changing, why you are making changes and the benefits for clients. Your clients already trust you and respect your recommendations.<\/p>\n

Here is a sample communication outline, including the topic of bundled services, to modify and use with your business clients. Of course, you\u2019ll want to customize your list of tax planning and advisory services and have pricing<\/a> ready for client meetings.<\/p>\n

Introducing our Tax Planning and Advisory Services<\/b><\/span><\/p>\n

Our goal is to minimize your tax liability and help power prosperity for your business to reach your financial goals. With tax reform changes, we are updating our service offering to include tax planning with all our engagements and to focus more on tax strategies to save you money, instead of just tax preparation.<\/span><\/p>\n

With advances in technology, we\u2019re moving our services to a cloud accounting platform, where we can easily engage and collaborate with you during the year, which saves you time collecting and organizing tax and accounting information. The cloud enables us to be more engaged with your business, and helps you automate more of the back office work so you can focus on running the business.<\/span><\/p>\n

We are including tax planning and a cloud accounting platform in all three of our levels of service. The following summarizes the services included in each bundle, and we look forward to discussing the right level of service for you and your business.<\/span><\/p>\n\n\n\n
Tax Planning Basics<\/b><\/span><\/p>\n

Onboarding & Training<\/span><\/p>\n

Annual Tax Planning Meeting<\/span><\/p>\n

Updated Tax Plan<\/span><\/p>\n

QuickBooks Online<\/span><\/p>\n

Entity Review<\/span><\/p>\n

Owner Payroll Allocation<\/span><\/p>\n

Retirement Plan Review<\/span><\/p>\n

Business & Owner Tax Prep<\/span><\/p>\n

Estimated Tax Vouchers<\/span><\/td>\n

Advanced Strategies<\/b><\/span><\/p>\n

Basics +<\/span><\/p>\n

Quarterly Performance Review<\/span><\/p>\n

Advanced Tax Strategies<\/span><\/p>\n

Business Goal Tracking<\/span><\/p>\n

Electronic Document Storage<\/span><\/p>\n

Staff Accounting Training<\/span><\/p>\n

Sales Tax Return Filing<\/span><\/p>\n

Employee Time Tracking<\/span><\/p>\n

Payroll Return Filing<\/span><\/td>\n

Full Service Advisory<\/b><\/span><\/p>\n

Advanced +<\/span><\/p>\n

Monthly Performance Review<\/span><\/p>\n

Controller Services<\/span><\/p>\n

Bank & Credit Reconciliations<\/span><\/p>\n

Month End Close<\/span><\/p>\n

Cash Management Advisory<\/span><\/p>\n

Growth Advisory<\/span><\/p>\n

Accounts Payable<\/span><\/p>\n

Payroll Processing<\/span><\/p>\n

Advanced Reporting<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

Why Businesses Choose Cloud<\/b><\/span><\/p>\n

More than 80 percent of new businesses choose cloud applications to run their operations. The cloud is better, faster and cheaper than traditional software applications. Desktop- and server-based software leads to siloed information, enormous application and data maintenance, and doesn\u2019t scale well across devices or locations. The cloud helps solve all of these problems and scales as your business grows in size and geographic reach.<\/span><\/p>\n

We use and recommend QuickBooks\u00ae Online (QBO) because it:<\/b><\/span><\/p>\n