{"id":25542,"date":"2022-04-25T08:00:22","date_gmt":"2022-04-25T13:00:22","guid":{"rendered":"https:\/\/taxprocenter.proconnect.intuit.com\/?p=25542"},"modified":"2023-08-22T11:07:42","modified_gmt":"2023-08-22T16:07:42","slug":"how-to-solve-fee-and-advisory-services-dilemmas","status":"publish","type":"post","link":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/how-to-solve-fee-and-advisory-services-dilemmas\/","title":{"rendered":"How to solve fee and advisory services dilemmas"},"content":{"rendered":"

Reading the comments on #TaxTwitter, you can\u2019t help but notice that CPAs and accountants have become incredibly frustrated at the heavy push back on their fees. And that\u2019s not all; they also want to charge for advisory services<\/a>, but can\u2019t figure out how to do it.<\/p>\n

I solved both problems at my firm<\/a> my offering \u201caccounting concierge services.\u201d These are advisory services that justifiably carry higher fees traditional CPA work doesn\u2019t support. Let\u2019s look at the details.<\/p>\n

What are accountant concierge services?<\/strong><\/h2>\n

You\u2019ve probably heard of concierge services in healthcare with boutique medicine, platinum practice, or membership-based care. Accountant concierge services are similar. Instead of billing hourly, clients pay a simple monthly fee, giving them all-year access on a predictable budget without having to worry about \u00e0 la carte consultation and write-up work fees. Plus, the dreaded conversations about what advisory service work costs become a thing of the past.<\/p>\n

Now, I know what you\u2019re thinking: \u201cMy clients won\u2019t go for that.\u201d But I\u2019m here to tell you: Yes, they will!<\/p>\n

Why your clients will love your accountant concierge services<\/strong><\/h2>\n

Technology licensing operates the same way; it\u2019s called software-as-a-service pricing\u2014and is really just a subscription to a service. Business owners are used to this. Zoom, QuickBooks<\/a>\u00ae, Google, Salesforce.com, Microsoft 360, and Amazon Cloud Services all charge like this. It\u2019s the way things are done today.<\/p>\n

While you\u2019re not offering software services, your customers are already used to paying for monthly subscription services, so this is just another service using a model that\u2019s extremely common. Five years ago, I got some pushback from my clients, but not anymore. Now it\u2019s standard operating procedure. In fact, this type of predictable pricing is welcomed.<\/p>\n

Why I moved to the accountant concierge service model\u2014and why you should, too<\/strong><\/h2>\n

I used to work at a mid-sized firm and hated tracking my hours. Writing down how much time I spent on each client in six-minute increments was a drag. And full disclosure: Sometimes I\u2019d forget to track my time, and at the end of the day I\u2019d have to guess how much time I spent on client work, resulting in underestimation and less money. I still remember one of the firm\u2019s partners chewing me out for finishing a tax return without any hours logged. It was then I decided: When I hung up my shingle, I\u2019d escape the burdens of hourly billing by running my practice on value billing. Accounting concierge services were born.<\/p>\n

How to handle and administer these services<\/strong><\/h2>\n

Today, I offer my monthly concierge services only to business owners in the professional services sector\u2014doctors, dentists, lawyers, marketing agencies, and similar professions. I intentionally keep my practice niche, enabling me to focus entirely on certain sectors, while not having to worry about other areas of expertise.<\/p>\n

For example, if prospects have inventory, manufacture products, or are in construction, I tell them I\u2019m not the CPA for them. You may think that this is a mistake since it seems I\u2019m leaving money on the table, but if you study marketing or branding, or read Al Ries\u2019 Focus: The Future of Your Company Depends on it<\/a>, you\u2019ll realize this is a fallacy. Focus makes you stronger<\/em>, while diffusion makes you weaker<\/em>. A perfect example of spot-on focus is Brandon Hall, the Real Estate CPA.<\/a><\/p>\n

My concierge services include monthly bookkeeping services and advisory services such as estimated tax calculations, expert strategic tax strategies, payroll consultation, retirement planning consultation, and more.<\/p>\n

Accounting concierge services has worked for me for five years. Transform your practice now and it can work for you.<\/p>\n

Editor’s note: This article was originally published by the CPA Practice Advisor<\/em><\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"

Clients already pay for subscription models, so why can’t it work for a tax practice? Romeo Razi, CPA, shares why his proven pricing model works. <\/p>\n","protected":false},"author":144649048,"featured_media":25543,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","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],"tags":[],"intuit_collection":[],"intuit_series":[],"coauthors":[646041850],"class_list":["post-25542","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-advisory-services"],"header_image":"","yoast_head":"\nHow to solve fee and advisory services dilemmas - Tax Pro Center | Intuit<\/title>\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\/advisory-services\/how-to-solve-fee-and-advisory-services-dilemmas\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to solve fee and advisory services dilemmas - Tax Pro Center | Intuit\" \/>\n<meta property=\"og:description\" content=\"Clients already pay for subscription models, so why can't it work for a tax practice? 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