✈️ Advisory-First 3-Tier Service Packages

✈️ Economy. 🥂 First Class. ⌛ Private. At One Stop CPA, we use a three-tier service proposal to help clients understand the different levels of accounting, tax compliance, and advisory support we offer. Advisory is built into every package. What changes is the frequency of service, level of access, and overall client experience. I love using the airplane analogy because it’s something everyone can relate to! ✈️ Economy — We’ll Get You There Just like flying economy, you’re getting to your destination. We’re filing your taxes accurately, handling your accounting, and providing advisory support. You might not get all the extras, but we’re getting that plane safely on the ground! 🥂 First Class — A Better Experience You’re getting more comfort, priority access, and a better view. In our firm, that means more frequent accounting updates, quarterly planning conversations, additional services, and better financial insights. Same destination, but a much better experience along the way. ⌛ Private — Time Is Money When you’re flying private, you’re not waiting around for the next scheduled flight. Your time matters. This package is designed for clients who need more personalized attention, frequent support, complex tax planning, and greater access to their advisory team. What’s Included? This is a fully customizable three-tier service proposal template that you can import directly into your TaxDome account. It’s designed to help you: Present three distinct levels of service. Build advisory into every package. Differentiate your pricing based on access, frequency, and support. Customize services, descriptions, and pricing to fit your firm. No engagement letters are included. This is simply the three-tier proposal structure, ready for you to customize and experiment with inside TaxDome. 🎥 Watch the video to see how I use these packages at One Stop CPA and how I explain the different tiers to prospective clients. Download it, make it yours, and start building your own Advisory-First service packages!