How to Create Packages Without Overthinking It

Written By Geraldine Carter

Tax season is coming – again.

Before it sweeps you away, let’s get your packages dialed in.

I’m hosting a free webinar to show you a simple, step-wise way to build packages you actually feel confident in — without overthinking or trying to justify price with line items.

How to Create Packages Without Overthinking It
Wednesday at 9am MT
Free
REGISTER »

I’ll walk you through how to build packages so your offers align with:

  • the kind of work you want to be doing

  • the value you provide

  • and where you want to take your firm

This isn’t about perfect packages. It’s about decisions you can stand behind — and implement before busy season hits.

You’ll learn:

  • How to start with scope (before touching prices)

  • How to add intangible value that clients actually care about

  • How to build Bronze / Silver / Gold tiers for one buyer at a time

  • How wide your price spread needs to be (and why most are too tight)

  • How to sanity-check your prices so you know you’re not out in left field

  • What to include (and what not to) when monthly work, QBO cleanup, and tax are involved

Packaging has real power.

Done well, and in conjunction with solid prices, it can help you hit your revenue goals with half the client count.

👉 REGISTER »

PS – Tax season will be here in 30 days. Why not head into it with packages that support the firm you’re trying to build — not the one that burns you out?

How to Create Packages Without Overthinking It
Wednesday at 9am MT
Free
REGISTER »

 
Geraldine Carter
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“I’m no longer carrying everything in my head”