How To Convert Tax Clients To Package Billing


Back in 2012 I had the type of practice (from a billing perspective) that many accountants had.  I did a ton of tax returns and would bill them at tax time.  I employed a deposit approach where I received about 50% up front, and the rest when the tax returns were finished.

It worked ok, but I was starting to notice how much trouble I was having billing for other services like:

·         Notices from the IRS

·         Asking about estimated tax payments

·         Tax planning and strategy requests

·         Extra states or new forms

·         And more…


I was also having trouble raising my fees.  The whole value billing discussion had not started back then really, but I knew that getting over to packages of some kind would help me give the service that I wanted to, but also get paid for it.

In this video, I discuss how I transitioned clients to packages.  This is strictly how to change the billing and get clients to do it.  I have much more in-depth discussions about pricing and packages in the “Tax Planning Mastery Course” inside Tax Planner Pro Accountant Portal.

Here is the video:

Christopher Ragain

My name is Christopher Ragain, I am the founder of Tax Planner Pro.  I love helping small business owners find creative and legal ways to beat the TaxMan.  My team and I love to write and you can find all of our insights on this blog!

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