How I Built My First Planning Package with Al-Nesha Jones скачать в хорошем качестве

How I Built My First Planning Package with Al-Nesha Jones

Thinking about launching advisory services but not sure how to start? Al-Nesha Jones explains how her firm transitioned from tax season-only revenue to consistent, year-round client advisory. She shares how she built structured packages, tested pricing, introduced planning in phases, and used ProConnect Tax with Intuit Tax Advisor to support that change. Her approach improved revenue, simplified operations, and even made space for a four-day workweek. If you want to make advisory services part of your core offering, this episode will help you move from ideas to action. ProConnect Tax includes tools that connect compliance work with strategic planning, giving your clients more value without adding complexity. Start a free trial of ProConnect Tax and reclaim your time: https://accountants.intuit.com/tax-so... Connect with the hosts: 🎙️ Carrie Hammond – linkedin.com/in/cahammond 🎙️ Lexi Bonicard – linkedin.com/in/lexibonicard Disclaimer: The opinions expressed in this episode are those of the individuals and may not reflect the views of Intuit or any other organizations they’re connected to.