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.