Defining Service Packages: A Comprehensive Guide for Modern Accounting Firms

In this episode of the Modern CPA Success Show, hosts Tom and Adam discuss the pivotal role of service packages for accounting firms, especially those offering Client Accounting Services (CAS) and CFO services. They explain how structured service packages enhance clarity in service offerings, streamline pricing, and improve client onboarding and communication. The episode covers the benefits of a "small, medium, large" package model, the importance of aligning packages with client needs, and strategies for transitioning existing clients. They also touch on overcoming barriers to implementation and the advantages of pricing transparency.

Om Podcasten

Are you the owner of an accounting firm? Do you want to make your firm more profitable? Are you interested in providing Virtual CFO services to clients? Dedicated to perfecting Virtual CFO Services since our inception in 2002, Summit CPA Group, now Summit Virtual CFO Services by Anders, serves as Virtual CFOs for over 100 clients throughout North America. While most accounting firms focus on the past, our Virtual CFO team focuses on the future. This podcast seeks to help accounting firm owners like you learn how to provide successful Virtual CFO Services and become profitable. Tune in bi-weekly as our hosts Tom Wadelton, Virtual CFO, and Adam Hale, Partner at Anders CPAs + Advisors, interview industry-leading experts to share knowledge, as well as Adam’s experience acquired from more than 20 years as the lead provider of Virtual CFO services in North America. We'll answer some of the most common questions like how do I provide accounting services virtually? What's it like running a distributed team? And much, much more.