Short YouTube video by Peter Vander Wall advising tax and accounting professionals to "close the problem loop" by bundling related services into a single yearly premium package. The flagship offer should combine tax preparation, tax planning, and bookkeeping under one fee (with options to unbundle later) to differentiate from competitors.
Chapters
There's a couple ways that work in almost any industry that you can differentiate yourself. So the first way you can do this is by closing the problem loop. Every service you provide in your tax or accounting firm hopefully solves a crucial problem for your target customer. What if you could solve multiple problems for them at once, though? Because generally each problem that you solve creates another problem that kind of daisy chains down the line. And so what you can do to sort of differentiate yourself from all the other tax professionals or accountants out there is to bundle everything together into a single yearly package. So that will include tax preparation, tax planning, and bookkeeping, all lumped into one fee. So it'll be pretty expensive. It's going to be a premium offer, and you can always break these down for their individual needs later. But this should be your core flagship offer.