White paper: Scaling advisory services to your clients

🎮 Picture this: You’re a much younger version of yourself and you’ve just pressed “START” on a game of Super Mario Bros. The cluster of pixels, aka Mario, is moving across the screen, hopping into green warp pipes to reach new heights and gobbling up mushrooms for power boosts. After a few tries to get everything just right, you’ve done it: You’ve reached level two.

Believe it or not, this small victory is not unlike the kind you can experience again and again as a tax professional. If you’re a tax accountant looking to expand your firm and your revenue, there’s one surefire way to do it.

No, it isn’t installing a game player for your staff to play to blow off steam during tax season; the solution is to launch advisory services or scale the advisory services you already offer. Adding advising to your tax game, so to speak, is one of the best ways to level up. ⬆️ To reach that next level, whether you’re Mario or an accountant, you’ll need to implement a few strategies, from using technology as a power boost to launching tiered pricing to jump over hurdles.

Key issues highlighted in this white paper

Understanding how advisory service can benefit your firm: Expanding your business with advisory services can increase your annual revenue, putting you on track to earn significantly more than when you offered tax preparation or even a few other services. Perhaps even more significantly, changing your focus can help you develop better work-life balance by serving a lower client count, effectively decreasing stress levels and enabling you to feel more satisfied in your work.

Retaining and catering to your clients: A healthy business thrives by retaining anchor clients. In order to keep those clients, you need to focus on your relationships with them—and prioritize the client experience. This two-pronged approach ladders up into a firm with outstanding advisory services.

Using technology to your advantage: You can’t possibly know everything about advisory from the get-go. That’s where technology and automation come in. By optimizing your workflows with sophisticated software and artificial intelligence, you can decrease your workload and make clients feel cared for—all at the same time.

More about ProConnect Tax

As a cloud-based professional tax software, Intuit® ProConnect™ Tax modernizes your workflows by taking care of tedious, low-value tasks. Whether your firm hasone user or hundreds of thousands of users, custom pricing options cover all firms with tax return bundles of every size. Ready to see ProConnect in action? Schedule a demo or call 844-818-5406 to speak with a tax software specialist today.