TaxPlanIQ Unveils Value-Based Pricing Tool For Accounting Firms

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.