White paper

Winning strategies for a more profitable tax season

In a recent survey, researchers found that a firm may be able to increase monthly client revenues by up to 50 percent by offering strategic advisory services. However, many firms struggle to create strategic processes within their firms to unlock this profitable opportunity.

To help firms unlock winning strategies for a more profitable tax season, this white paper provides actionable tips and insights that can be set in motion today.

This whitepaper explores firms that have effectively made the shift — which involves seizing the benefits of emerging strategies around providing services and pricing, and innovative tech-nology — are reaping the benefits, using insights from Will Hill, Product Marketing at Thomson Reuters, Brittany Lanphier, managing partner of firm Lanphier LLP, and Paul Miller, founder and owner of Business by Design.

By the end of this white paper, you should:

  • Recognize the strategic power of advisory services
  • Unlock unique upselling opportunities during tax season
  • Create a pricing model around your value
  • Go into the next tax season stronger than ever

Ready to read more?

Fill out this form and receive access to the full white paper.