Advisory Services Infographic: Imagine the possibilities with 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 Jim Buffington, CPA Modified Aug 22, 2023 1 min read One of the tough choices that tax and accounting professionals need to make for their firms is how to structure their business model to help ensure profitability. Many pricing models exist for tax and accounting pros to choose from – from charging hourly or by tax form, to charging a flat monthly fee, to value pricing. One model to consider is bundled services: leading firms often offer three different packages of bundled services at fixed monthly fees that provide clients with a range of advisory services, in addition to traditional tax and accounting work, to help clients achieve their goals. When offering bundled services, compliance work is foundational, but the advisory services you offer are the value proposition. This model has many advantages for you and your clients. See the infographic below to learn more. Click the above image to download the infographic in a PDF file. Get more information on how to become a Tax Practice of the Future in our personalized guide to advisory services. Previous Post Haga crecer su despacho con el programa de agentes tramitadores… Next Post Tips to Help Your Clients Save for the Future Written by Jim Buffington, CPA Jim Buffington, CPA, is an advisory services leader with Intuit® Accountants. He has 20+ years of professional experience in sales management, public accounting, strategic alliances, product marketing, business process design, new business development and strategic planning. Connect with Jim on Twitter @jimatintuit. More from Jim Buffington, CPA 2 responses to “Infographic: Imagine the possibilities with bundled services” Great article. Thank you Joni. Browse Related Articles Advisory Services How to deliver bundled services Advisory Services Tax practice of the future: 3 steps to increase advisor… Advisory Services The Path to Advisory: Positioning and pricing your advi… Advisory Services Introducing your bundled service packages Practice Management 3 ways to monetize your tax firm’s service offeri… Advisory Services How to incorporate bundled services into your firm Advisory Services Setting up an advisory “gig” in the gig eco… Advisory Services What are accounting advisory services – consultin… Advisory Services Accurately pricing your advisory services Advisory Services Kelly Nokleby, EA, on bundled services