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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. 

Want to find out what options you might have for working together?

More about 1:1 coaching, roadmaps, and DIY courses here:

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Get your FREE 7 Pricing Essentials for CPAs and EAs here:
https://geraldinecarter.com/7