Advisory Services

How to deliver bundled services

Written by Tara Stratton
Modified Aug 22, 2023
1 min read

If you are transitioning to a Tax Practice of the Future, and focusing on delivering more value to your clients through advisory services instead of offering only tax preparation, then you’ve more than likely thought about how to deliver bundled services to your clients. Bundled services is a business model that helps you communicate and deliver client value, while also capturing more value for your firm.

Find out how Andrea Parness, CPA, CTC, made the transition to bundled services in her practice as part of her journey to deliver more value to her clients.

Learn more about how to strengthen advisory services in your practice with your personalized guide to becoming a Tax Practice of the Future.

Tara Stratton is a marketing manager for Intuit® ProConnect™, where she has worked since 2015. She earned her MBA from Southern Methodist University. In her free time, she enjoys running, camping, traveling, and spending time with her friends, family, and dog. More from Tara Stratton

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