Win More Clients with ROI-Driven Pricing
Stop billing by the hour and start pricing based on real value.
Our free ROI Method Workbook helps you uncover hidden tax savings, present value-based fees, and confidently increase your pricing—all in just 15 minutes per client.
✅ Show clients exactly how much you’re saving them
✅ Justify your higher fees with clear ROI calculations
✅ Win more clients and increase revenue without resistance
🎯 Works for: Tax planning, CFO services, bookkeeping, financial advisory, and any consulting that delivers measurable value.
Fill the form to immediately download the workbook!
What You’ll Achieve with This Workbook
📊 Price With Confidence – Stop second-guessing. Use real numbers to determine a fair, value-based fee.
💰 Show Clients Their ROI – Easily illustrate how your work saves or makes them money—so they say “yes” to your proposal.
🔄 Works for Any Pricing Model – One-time projects, subscription-based advisory, and hybrid pricing.
How It Works (Simple 3-Step Process)
Download the Workbook
Get the Excel-based tool and start immediately.
Identify ROI for a Client
Enter expected tax savings, efficiency gains, or financial benefits.
Present a Value-Based Fee
The workbook automatically calculates a justified fee based on those savings.
📌 Bonus: Includes a pre-formatted client proposal template!
🎯 Average Time to Complete: Just 15 minutes per client!
Preview the ROI Proposal Output
📢 Before you start, see what your final proposal will look like!
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✅ Clear. Confident. Justifiable. Show this to clients and watch them say “Yes, let’s do it!”.
See Why Accountants Love This Method
💬 “I used the ROI Method and realized I was undercharging by $10K per client. Now, my fees reflect the true value I provide.”
John S.
CPA
💬 “This changed my business! My clients appreciate seeing the ROI upfront, and I feel more confident charging what I’m worth.”
Sarah M.
Fractional CFO
📢 Join 1,000+ accountants and advisors who have transformed their pricing!
Why We Created This Workbook
Developed by Dr. Jackie Meyer, CPA, founder of TaxPlanIQ, the ROI Method of Value Pricing® was built to solve a major problem:
💡 “How do I charge more… without losing clients?”
✅ The solution? Show clients their Return on Investment (ROI) upfront! When clients see the clear financial benefits of working with you, price objections disappear.
💡 Why an Excel workbook? Because we wanted to give EVERY firm the power to implement ROI pricing immediately—no software required. (Though if you prefer automation, this calculator is fully integrated into TaxPlanIQ.)
Frequently asked questions
❓ Q: What exactly is the ROI Method Workbook?
💡 A: It’s an interactive Excel tool that guides you through pricing an engagement based on the client’s Return on Investment. It calculates a fair, value-based fee by assessing tax savings, efficiency gains, and other financial benefits. It works for tax planning, advisory, CFO services, and more!
❓ Q: How does this align with industry standards?
💡 A: This pricing approach is fully compliant with AICPA guidelines. You’re setting a fixed price based on expected value—not a contingent fee. Value-based pricing ensures fairness, transparency, and better client relationships. In fact, the AICPA is currently exploring the ROI Method as an industry best practice.
❓ Q: How does this relate to TaxPlanIQ?
💡 A: The workbook is a standalone Excel tool that helps you calculate ROI manually. TaxPlanIQ automates this process, saving an average of 10-20 hours per client for full tax planning engagements. This workbook is just **one comp TaxPlanIQ automates this process, integrates tracking, and generates professional client proposals in a few clicks. Think of the workbook as your starter kit—if you love it, TaxPlanIQ makes it even easier!
❓ Q: What if I need help?
💡 A: We offer free video tutorials and live Q&A webinars to walk you through using the ROI Method effectively. You’ll also receive an email series with pro tips. Plus, you can always book a free consultation.
Ready to Start Pricing Based on Value?
🎯 Download the free ROI Method Workbook and take control of your pricing today.
Take the next step and start a free 14-day trial of TaxPlanIQ!
TaxPlanIQ is a full software solution that streamlines ROI pricing for firms.