Service upsell

Month close — 'time to automate statements'. Tax audit — 'you need a docs audit'. Client growth — 'time for management reporting'. Upsell = a response to an event, not spam.

Basic (books + filings) → Standard (+ payroll, consulting) → Premium (+ CFO, management reporting). Clients pick the middle — the three-tier rule.

Not 'accountant hours' but outcomes: 'zero fines', 'on-time filings', 'legal tax savings'. The service bill vs potential fines — argument number one.

A free express books audit — the classic lead magnet: find errors, propose a plan. Audit-to-contract conversion — 20–40% done right.

Consulting — hourly. Management reporting — fixed/month (clear to the client). One-off projects (audit, books recovery) — scoped, 50% prepaid.

A quarterly client meeting — not just reports but tax planning. A client who sees quarterly value doesn't leave for a cheaper rival.