How to offer every service to every client without being pushy

At Success Tax Professionals, we see it every day: many small business owners work incredibly hard, but leave money on the table because they don’t maximise the services already available in their practice.

That’s where a structured approach to cross-selling and bundling comes in.

• Increases average transaction value
• Meets more of your clients’ needs in one place
• Creates upsell opportunities into higher-value services
• Enhances perceived value of your firm
• Reduces competitor influence

1. Catalogue your services – make sure clients know you do more than compliance.
2. Train your team – role-play how to recommend services naturally.
3. Personalise recommendations – use client history to suggest relevant services.
4. Create bundles – package services like tax planning + benchmarking + BAS review.
5. Communicate clearly – in meetings, via email, or on your website.
6. Monitor & optimise – track KPIs like service uptake and client satisfaction.
7. Incentivise staff & clients – rewards, loyalty programs, and recognition.
8. Promote consistently – highlight seasonal offers and share client success stories.

• The accountant introduces a tax planning session and a business benchmarking review as a package.
• The client sees clear value and convenience in getting all their needs met under one roof.
• The firm increases revenue, deepens the relationship, and the client gets better outcomes.

More services delivered = stronger relationships, higher profits, and clients who won’t go elsewhere.