Webinar: Pricing and packaging your MTD for income tax services by AccountingWEB

About

Pricing and packaging your MTD for income tax services

- How to price MTD IT and discussion on getting it right in practise.

As Making Tax Digital for Income Tax (MTD IT) moves closer, firms must not only prepare their clients but also price their services effectively. This webinar will explore how to build a profitable MTD strategy that works for every type of client, from the tech-savvy to the tech-shy.

Pricing will be one of the most important decisions for Accountants and bookkeepers, both for existing clients and also for being able to attract new clients. We’ll take a deep dive with Dext VP of product strategy and accounting expertise, Paul Lodder where we’ll discuss the different ways you can set your pricing

- How to tier your MTD for income tax service offerings
- How to decide on the criteria for which service a client is offered
- How to balance clients across your service packages
- How to manage pricing based on transaction volume
- What services will you offer at each level
- Making sure the service clients are paying for matches the reality of how they are managing records
- What impact will technology choices have on your pricing
- How to set prices to attract new clients

Jake Smith from AccountingWEB will be joined by Paul Lodder (VP: Product Strategy and Accounting Expertise, Dext), who will offer a masterclass in how to set your pricing and communicate to your clients. With real-world insights to help you plan confidently, price clearly, and turn MTD into a long-term opportunity.

Presenters

Jake Smith

Head of Branded Content, AccountingWEB

AccountingWEB’s Head of Branded Content joined the team in July 2021 to work closely with vendors and clients to help deliver engaging, original content for AccountingWEB members.

Paul Lodder

VP: Product Strategy and Accounting expertise, Dext

Paul Lodder joined Dext with 20+ years in practice at Sagars Accountants where he was a partner heading up the cloud accounting offering. ACCA qualified since 2003 Paul led the firms MTD and digital strategy, and provided support on digitalisation to accountants & bookkeepers across the country as well as providing solutions to clients’ challenges and supporting them to achieve their goals across accountancy, taxation and business advisory services. Paul is recognised as a leading expert on the implementation and benefits of digitalisation

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