Advisory Services How to deliver bundled services Read the Article Open Share Drawer Share this: Click to share on X (Opens in new window) X Click to share on Facebook (Opens in new window) Facebook Click to share on LinkedIn (Opens in new window) LinkedIn 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. Previous Post Advisory services: business tax strategy checklist Next Post Chris James, JD, and Christopher Picciurro, CPA/PFS, MBA, ARA, on… Written by Tara Stratton Tara Stratton is a marketing manager for Intuit® Accountants, 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 Comments are closed. Browse Related Articles Tax Law and News When does a hobby become a business? Tax Law and News Is the IRS contacting your clients? Verify! Practice Management Practical uses of AI for productivity & client work Tax Law and News August 2025 tax and compliance deadlines Tax Law and News Big Beautiful Bill tax deductions for workers and seniors Advisory Services White paper: Scaling advisory services to your clients Tax Law and News Year-round tax planning tips for clients Practice Management Optimizing your firm for hybrid and remote work Grow your practice Scale your firm, your way Advisory Services Modern marriage issues: Postnup agreements