The CPA Advisory Show

Subscription Offerings for CAS and Tax Services

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In this episode of the CPA Advisory Show Jeremy and Chris will discuss:

  1. What is a subscription model in an accounting firm?
  2. Can tax work be done on a subscription basis?
  3. Should subscription services have limits?
  4. What are some ideas to mitigate sources of friction in subscription services?
  5. Can you do subscriptions without having a niche?
  6. Some ideas to manage capacity within a subscription type model.
  7. Thoughts on managing team members in a firm that is subscription focused.

    8. You can find Jeremy (@JWellsCFO) and Chris (@ChrisHervochon) on Twitter.

    ...more
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    The CPA Advisory ShowBy Jeremy Wells, CPA, EA & Chris Hervochon, CPA, CVA