Oct. 13, 2021

159 How to Package CPA Advisory Services

159 How to Package CPA Advisory Services

Want to attend Seven Essentials to Work Less as a CPA? Subscribe to my Daily Drip of business strategy for CPAs to get the details, as well as the guidance you need to stop working so hard for your revenue. Subscribe at...


Want to attend Seven Essentials to Work Less as a CPA?

Subscribe to my Daily Drip of business strategy for CPAs to get the details, as well as the guidance you need to stop working so hard for your revenue.

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Today we’re talking about How to Package Advisory Services. 

If you don’t know how to package and price CPA services, you’re likely to be forced into the unenviable position of billing by the hour after the fact for work you thought you should do. 

This will result in, among other things, getting under-compensated relative to the value you could or do provide.

Where a lot of CPAs are is, “Tell me what you need and I’ll do it for you at this hourly rate.”

And what I want you to have instead today are 4 examples of packaged up services so you can see what the end result looks like, but more importantly, what questions to ask yourself and in what order, so you can build out your own packages that suit your firm and your clientele in a way that meets both of your needs. 



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