The Quick Start Kit that gives CPAs everything they need to build service packages — with the confidence to price and present them.
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Most CPAs leave thousands on the table every year — not because they lack skills, but because they're stuck in a model that keeps them trading time for money.
This kit fixes all of that — fast.
No more quoting from the hip or backing yourself into hourly billing. You get a proven structure for deciding what goes in each package and why.
You don't start from a blank page. The templates come pre-populated with realistic numbers and service descriptions you can customize in minutes.
See how firms like yours have actually structured and named their packages. Each example is annotated with commentary on what makes it effective.
The name is often what makes or breaks a package. This guide shows you how to name tiers so clients can self-select without a confusing sales conversation.
The process is flexible. Whether you want to start simple with two options or go deeper with three, the kit adapts to where you are right now.
"Creating packages with tiered pricing: that alone was worth tens of thousands. I used to never have a clear pricing structure and as a result underbid most jobs. Now I have clear pricing that delivers value, attracts better clients, and allows me to make more money and have more time with my family."
"In less than ten months, I cut my hours by 19% and increased my revenue by 32%. My prices are about 3x higher than where I started. You can figure out how to make the changes you need on your own — but just because you can, doesn't mean you should. Take the shortcut."
"Realizing that I get to design the services my clients need and want was a total game changer. Now I'm building my practice to fit my vision, rather than building off of whatever came to my door. It's exciting, and refreshing."
Try the entire Quick Start Kit for 30 days. If it doesn't give you a clear, confident path to packaging your services, email us and we'll refund every penny — no questions asked, no hoops to jump through. You have nothing to lose and a more profitable firm to gain.
Join hundreds of CPAs who've already used this kit to build packages, raise their prices, and create better clients.