Tax Services Pricing
Using 3 options Tiered Pricing Options Engage, Convince, and Upsell Your Tax Clients
How tiered pricing is different for tax services?
Conventional pricing in a tax proposal is either described in words or at best it is presented as a table with multiple columns, varying rows (e.g schedule A, B, C, D, E or type of tax form inclusions or exclusions) . It can get complex as well as confusing to prospective clients.
Tax service tiered pricing plans are seriously game-changing when it comes to the whole pricing and buying experience for clients.
- Instead of the conventional service description, each tier represents a unique “service” offering
- Clients can easily compare the available tiers with transparent pricing
- Tiered pricing is visually engaging and interactive
- Clients have the ability to select or deselect optional items from the desired tier
- Different client budgets create opportunities for increased revenue.
- Tabular
- Complex to understand
- Chaotic to decide
- No Segmentation of Clients
- Limited Upsell
- My Way or Highway
- Multi-dimensional
- Simple to understand
- Easy to compare
- Segment clients with different tiers
- Multiple upsell opportunities
- Transparent & DIY for clients
Pricing Tiers For Tax filing Services
Proposing Tax Preparation Services? Here is an excellent example of tiered pricing that you can use in you next tax service proposal, engagement letter or tax preparation quote. This template allows you to customize tier names, pricing, features, appearance and most part of it.
With this tax service tiered pricing packages you get
Comparable Distinct Tax Service Tiers
Why allow your clients compare your offer with your competitors? Keep them focussed on your services by providing them options to compare within your services. Distinctly offered two/ three tier pricing will make them to compare between two/ three tier offers instead of looking outside.
Recommended Package/ Tier
With tiered pricing plans clients are presented 3-options. As a provider you should recommend your clients one of these plans. Typically it is the middle-tier most product/service providers recommends. The tag/ flag of ‘Recommended‘ or ‘Most Popular‘ or ‘High Value‘ serve as a sales signal and in many cases, simplifies the buying process for prospective clients.
Monthly / Yearly Fees
This example shows yearly retainer fee, however you can create tax service tiered pricing plan to offer Monthly as well as Yearly service pricing option for your clients.
By working out numbers for monthly and yearly pricing you can incentivize clients to go for yearly plan or monthly plan (depending on which plan you want to leverage more)
Optional Add-on Fees
One of the effective way to upsell tax service or other related service to your clients is to use Optional Fee or Add-on Fees.
You can include add-on fee in your tax service tiered pricing package and since these fees are optional, client can choose to select or unselect those. Using Fresh Proposals, you can configure separate add-on for different tiers. You can have recurring, non-recurring, multiplying quantity of optional fees.
Change Quantity using Slider
Though this example does not includes quantity slider, you can very well provide such option for your client if it is appropriate. The whole experience of being able to view final pricing as viewer changes quantity with slider, makes them feel that they have control over pricing and they can transparently see the final pricing.
Frequently Asked Questions
What is tiered pricing?
Tiered pricing is a business strategy to offer clients with multiple product/service options with varied pricing levels. A tier in pricing tier presents packaged features, sub-features or service levels. Each tier has distinct price point and pricing packages can be compared at a glance. Each tier is intended to appeal/ serve different kinds of customers. Here is more about what is tiered pricing
How is tiered pricing different than a pricing table?
A regular pricing table has been a traditional way of proposing service/product pricing. Typically it is displayed as rows and columns. A traditional pricing table is a snapshot of line items with prices irrespective of customer segment. Tiered pricing differs from traditional pricing. Tiered pricing packages are the modern way to make distinct offers to different segments of customers. It starts with identifying features/service levels that will appeal to different customer segments separately. Each tier is identified with a name and price level.
What are the benefits of tiered pricing?
- Grow customer base
- Increase sales and profit
- More transparency
Tiered pricing packages help you identify unique offers for different customer segments and charge them differently. It means you can attract essential/cost-oriented customers, value-conscious customers as well as premium customers. Strategic tiered pricing can reorient the way business perform sales and delivers their products/services. Here is more about tiered pricing advantages.
What are the examples of tiered pricing?
You can find lots of examples of pricing packages for various service categories like accounting, bookkeeping, CFO, payroll, SEO, coaching, IT support, Cyber security, etc.
Advantages of Tiered Pricing
Make The Best First Impression: Hook Them Up
When your client receives your proposal with tiered pricing, they would want to review the pricing with greater interest. Use this tiered pricing template to get the reactions like, “now, that’s something”, “this looks interesting”
Readily Use Templates : Save Time
Get your pricing in quotation, proposal or engagement letter to your prospects quickly so that you can engage them better with the first mover’s advantage. Pick this ready to use polished tiered pricing example and outrank your competitors. No more struggling with proposal pricing.
100% Customizable: Make It Your Thing
These tiered pricing templates are 100% editable and customizable. Pick tiered pricing example you liked and customize it to suit your information. The name, price, features, colors, style, etc can be changed.
Clean Structure: Easy Navigation
With clean structure in your proposal, you can make it super easy for your clients to uncover, understand your proposal better. Clear structure helps your clients to set their expectations, right from the beginning.
Interactive Quotation / Pricing
This is an interactive quotation; meaning clients can change quantity, select/deselect tier, optional items and s/he can check final total (again configurable) along with applicable taxes & discounts
Tiered Pricing Templates For Accounting
Accounting Pricing Examples
Accounting Engagement Letters
Disengagement Letters
Accounting Proposal Templates
USE FRESH PROPOSALS TOOL AND INCREASE YOUR SALES
Send Professionally Designed Proposals. Clients Will Readily Prefer of You
100 % Customizable Template
Though this template is professionally designed, it is 100 % customizable. You can modify its design, fonts, images as well as content as you would like.
Show Your Best Work
Include your portfolio of photoshoots, images as well as videos in your proposal. Let your prospect/ client experience your capabilities, skills better
Interactive Quote
One time fees or recurring / hourly pricing; no worry. Simply include your fees item and let your prospect change quantity or select option things.
Drag-n-Drop Content Editor
You have lot more flexibility and superior control how your proposal is going to look like. You can drag-drop desired content using online editor.
Track Prospect Insights
Know exactly how your prospective client is interactive with your proposals. Use these insights to smartly convert your prospects into customers.
Online Signature, Acceptance
Be that forward looking vendor who uses cutting edge tools and technologies. You will be sending proposal that your clients can sign online.
TRY FRESHPROPOSALS NOW