How To Convert Tax Clients To Package BillingAccounting
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: