TaxPlanIQ, a provider of tax planning software for tax and accounting firms, has launched the ROI Method of Value Pricing calculator, a free tool for firms to use to price advisory services like tax planning and CFO support based on measurable client outcomes.
For TaxPlanIQ subscribers, this value-based pricing tool is already integrated into the software, where it automatically calculates pricing based on selected strategies.
The ROI Method of Value Pricing calculator debuts today at the AICPA & CIMA event, “Reimagining Your Tax Practice: Pricing and Billing Strategies,” as a downloadable workbook.
TaxPlanIQ’s new tool provides accounting and tax 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, the company says.
Key features and benefits include:
- 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 Pricing calculator to help firms set profitable, client-centered pricing for advisory services,” Jackie Meyer, PhD, CPA, founder and president of TaxPlanIQ, said in a statement. “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.
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Tags: Accounting, Advisory, Software, Technology
