Toda,y TaxPlanIQ, a provider of tax planning software for tax and accounting firms, launched the ROI Method of Value PricingTM Calculator, a free tool designed to empower tax and accounting firms to price advisory services like tax planning and CFO support based on measurable client outcomes.
For existing TaxPlanIQ subscribers, this value-based pricing tool is already integrated into the software, where it automatically calculates pricing based on selected strategies, streamlining the process even further.
The ROI Method of Value PricingTM debuted at the AICPA & CIMA event, Reimagining Your Tax Practice: Pricing and billing strategies, as a downloadable workbook. TaxPlanIQ’s new tool provides firms with a way to structure pricing around client outcomes, helping clients understand the value of services while reinforcing the firm’s expertise and credibility.
Key Features and Benefits:
- ROI-Centered Pricing Model: Set fees based on the expected return on investment for clients, complexity of the implementation work, and more.
- Designed for Firms of All Sizes: The calculator’s simple, step-by-step approach makes it accessible to firms with little tax planning experience.
- High-Value Service Enablement: Enables firms to expand into services like tax advisory and CFO support, boosting revenue potential.
- Enhanced Client Conversations: Helps firms hold value-focused discussions, making client meetings more productive and satisfaction-driven.
“We created the ROI Method of Value PricingTM Excel Calculator to help firms set profitable, client-centered pricing for advisory services,” said Dr. Jackie Meyer, CPA Founder and President of TaxPlanIQ. “This tool allows firms to price with confidence and communicate value clearly.”
The free calculator is available to all tax professionals and accountants. To download, visit taxplaniq.com/roi-method.