How to Suggest More Services

Overhead view of two businessmen having meeting…and paying for them. These aren’t freebies. INCLUDES 4 sample letters.

By Ed Mendlowitz
The CPA Trendlines Practice Doctor

In order to help clients work out their problems, we need to give them suggestions and we need to charge the clients an appropriate fee.

MORE ON MARKETING: How to Raise Client Awareness of Services | Marketing vs. Selling: Both Must Serve the Client First | Adopt a Marketing Mindset

No matter how you price or bill for your services you will be spending time helping them and during that period you will be drawing on your vast experience, knowledge and data base of the client’s affairs.