today's features

maximize impact with tiered service packages

illustration of three tiers of service offeringwhat are your competitive advantages?

by jackie meyer

we have shifted your mindset and model: you’re focusing on advisory value and pricing for roi. now, let’s get practical about structuring your services in a way that attracts the right clients, maximizes value per client and simplifies your operations. enter tiered service packages.

more: eight steps to roi pricing | shift your value proposition from compliance to advisory | how niches lead to growth | vision vs. mission, and why you need one | ten questions to check your entrepreneurship | more revenue in fewer hours
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

offering your services in tiered packages (rather than ad-hoc or one-size-fits-all) can be a game-changer. it provides clarity for clients, helps you avoid scope creep and increases your revenue by capturing different levels of client needs.

at meyer tax consulting (my firm), we developed a structured tiered approach, which i’ll use as an example. you can model your own tiers similarly, customized to your niche and strengths.
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bissett bullet: expertise is too valuable to be given away for free

today’s bissett bullet: “when we can listen to our prospective client’s issues without giving away all the answers in our replies, we’ve got a chance of winning work.”

by martin bissett

it’s one of the hardest things to do in a professional selling situation. we want to oust the current accountant, we want to explain why we are a better choice and we want to demonstrate that we can solve their problems, but loyalty is a demanding mistress.

in the same way that our proposal should include the “what” not the “how,” we must appreciate that when we tell our prospective clients how to go about fixing their issues before we have their signature on a payment plan, we’re simply encouraging them to go back to their existing accountants and save themselves the pain of change.

today’s to-do:

practice advising the prospective client “what” can be done to help them but not “how.”

see more bissett bullets here

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downgraded: what the doe said about accounting | arc

a new definition of “professional degree” limits loan access for accounting students and raises fresh alarms about equity, access, and pipeline. 

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accounting arc
with liz mason, byron patrick, and donny shimamoto
center for accounting transformation

when the u.s. department of education released its negotiated language for implementing the “one big beautiful bill” act’s graduate loan reforms, most accountants probably did not expect to see their field at the center of a political storm. 

but in draft rules tied to the law, accounting master’s programs are not classified as “professional degree” programs for purposes of federal student loan caps.  

more accounting arc: savage: using your license as a megaphonebaker: interpreting pricing psychologydon’t get fired by your own automation | what amazon doesn’t tell you | royalties, residuals, and reality checks | arc-slc | free speech is a right; respect is a responsibility | cash bags, casinos & audits: how first jobs shape usgen z redefines careers | bootleggers, baptitsts & cpas: rethinking licensurecpa firm ownership under firewalking violation: when showing your cpa gets you in trouble | audit bags to tiktok tags, gen z talks success | students challenge accounting’s traditional career path | true grit: recognizing struggles that shape our successes |more admins, fewer students, no planwhat career advice gets wrong for gen z – and how to fix ityour identity is not a liabilityburnout, be gone: accounting needs a boundary breakthrough

that classification matters. under the new structure, beginning in july 2026, graduate students may borrow up to $20,500 per year, with a $100,000 lifetime cap, while “professional students” are allowed up to $50,000 annually and $200,000 total. medicine and law make the professional list. accounting does not. neither do nursing, education, architecture, social work, nor several other fields that traditionally are seen as high-skill professions. 

in this episode of accounting arc, co-hosts liz mason, cpa; byron patrick, cpa.citp; and donny shimamoto, cpa.citp, cgma, unpack what that reclassification could mean for the accounting pipeline—and for how the profession sees itself. 

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eleven marketing strategies for smaller firms

woman holding eyeglasses and looking at laptop screen

including the five stages of an inbound marketing funnel.

by august aquila
max: maximize productivity, profitability and client retention

small firm owners know they need to market, but they don’t always know which marketing activities they need to focus on. here are 11 strategies for increasing your client base that are easy to implement.

more by august j. aquila
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

1. get known in the marketplace

before you start marketing, you need to answer these two questions:

  • who are you?
  • what do you offer?

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some clients just don’t fit

businesswoman smiling at two clients, man and woman

your team has to talk to them every day.

by jody padar
radical pricing – by the radical cpa

a friend who owned a business services firm in the marketing industry once told me he would rather face waterboarding than resign a hard-won client. however, even he cast a big one aside after his key employee returned from a client meeting in tears. some things just can’t be tolerated. your job is to determine where the line should be and to make the decision before a bad client has the chance to negatively affect your company.

more by jody padar
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

a client’s fit with your firm is every bit as important as their behavior and payment practices. after you adopt a new client-centric, value-based business model, some clients won’t fit in. some will want to stick with the transactional model of the billable hour. they may not be comfortable with your new direction. some clients may not even want to pay for your smallest service bundle despite the enhanced service levels it includes.
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