Advisory Services Kelly Nokleby, EA, on 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 Intuit Accountants Team Modified Aug 22, 2023 0 min read Kelly Nokleby, EA, owner of Books by Kelly, discusses the concept of value pricing and bundled services. She shares how she looked at the services most used by her clients to bundle them into four separate base packages, structured in a way that adds value and meets client needs. Editor’s note: This video was originally published on Insightful Accountant. Previous Post Caleb Jenkins, EA, on the value of advisory work Next Post 10 Daily Habits to Boost Your Tax Staff’s Productivity Written by Intuit Accountants Team The Intuit® Accountants team provides ProConnect™ Tax, Lacerte® Tax, ProSeries® Tax, and add-on software and services to enable workflow for its customers. Visit us online or follow us on X, Instagram, Facebook, and LinkedIn. More from Intuit Accountants Team 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