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 Intuit® Accountants News ProConnect™ Tax Customer Council Member Profile – Kelly Nokleby, EA Advisory Services Alejandra Matias, EA, on the benefits of bundled services Advisory Services Andrew Poulos, EA, on the value of providing advisory services Advisory Services How to deliver bundled services Advisory Services Caleb Jenkins, EA, on the value of advisory work Advisory Services Infographic: Imagine the possibilities with bundled services Advisory Services Tax practice of the future: 3 steps to increase advisory services Advisory Services Setting up an advisory “gig” in the gig economy Advisory Services How to incorporate bundled services into your firm Advisory Services 8 ways to determine if a client is ready for advisory services