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Defining Service Packages: A Comprehensive Guide for Modern Accounting Firms

The Modern CPA Success Show

CHAPTER

Optimizing Service Packages for Effective Client Management

This chapter explores the significance of clearly defined service packages in modern accounting firms, focusing on how they influence pricing, team assignments, and client expectations. It underscores the need for structured pricing and the importance of revisiting client agreements during onboarding for enhanced clarity on services offered.

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