intuitiveaccountant.comAGI Director Steve Brunson discusses how bundled managed services are leading a profitable practice revolution with Gary DeHart of Intuitive Accountant.

In this interview we discussed the important trend of managed service and the new ways firms are structuring both services and fees. I also shared my 5 Steps To Managed Services:

  1. Start with a market analysis.  What to clients want?
  2. Find the right technology.  What will allow you to be efficient and scale your service?
  3. Find the right service bundles for your marketing and firm.
  4. Focus on delivering service profitably and communicating value throughout the process.
  5. Build a repeatable sales and marketing plan.

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