Value-Added Services
Understanding Value-Added Services in Accounting The world of accounting is changing fast, and firms need to keep up if they want to stay ahead. One of the best ways to do this is by offering Value-Added Services (VAS). These are extra services that go beyond the usual tax returns and compliance work. Think of things […]
Understanding Value-Added Services in Accounting
The world of accounting is changing fast, and firms need to keep up if they want to stay ahead. One of the best ways to do this is by offering Value-Added Services (VAS). These are extra services that go beyond the usual tax returns and compliance work. Think of things like business advice, financial planning, or help with technology. These services can set a firm apart, strengthen client trust, and create fresh income opportunities.
Thanks to certain tools many day-to-day tasks, such as data entry, tax calculations, and simple reports are now automated. This means accountants have more time to focus on the bigger picture, helping clients plan for the future, make better decisions, and grow their businesses.
But while software is great at handling the numbers, it can’t replace the personal touch. Clients still want advice that’s tailored to their situation. They want someone who understands their industry, their challenges, and their goals. This is where accountants can really shine. In fact, services like Client Advisory Services (CAS) are growing quickly because more firms are shifting from just “doing the books” to becoming trusted advisers.
Clients today expect more than just compliance. They appreciate accountants who truly understand their business and give advice that fits. When a client feels valued and supported, they’re far less likely to look elsewhere.
Offering these kinds of services doesn’t just keep clients happy it also boosts your bottom line. For example, you could offer packages like outsourced CFO services or ongoing financial planning. These types of offerings can bring in regular income and help build a more stable business model.
So, offering Value-Added Services isn’t just a “nice to have”, it’s something every modern accounting firm should be thinking about. By broadening your service range, building stronger relationships, and staying open to new ideas, you can become a key part of your clients’ success and future growth.
Key Takeaways
- The future of accounting is advisory, not just compliance: With automation taking care of routine tasks, clients now expect strategic advice and proactive planning. Accountants must shift from number crunchers to trusted business partners.
- Value-added services (VAS) boost client loyalty and retention: When clients receive tailored advice and feel understood, they’re far more likely to stay. VAS like forecasting, business planning, and tech advisory deepen relationships.
- VAS create new, recurring income streams: Services such as outsourced CFO support or financial planning can be packaged and billed monthly, creating predictable revenue and long-term stability.
- You don’t need to offer everything – start with what clients need most: Use client surveys or conversations to identify gaps, then build services around them. Focus on solving real business problems rather than selling generic extras.
- Tech makes delivery easier, but your insight makes it valuable: Tools can automate data collection and reporting, but the interpretation – what it means for the client – is where your value lies. Use software to enhance, not replace, your advice.
- Success depends on clear positioning, pricing, and communication: To make VAS work, you need to explain their value in plain terms, price based on outcomes (not hours), and regularly review what’s working and what needs improving.
The 2nd Samera Global Summit
GOING GLOBAL
How to grow your accounting firm globally
This event is aimed at providing insights and strategies for starting and growing a global accounts outsourcing and offshoring firm.
Mumbai, India
2 – 3 August 2025
Why Offering Extra Value Matters
Automation and AI: How Tech Is Changing the Game
The role of accountants is shifting quickly, thanks to automation and artificial intelligence (AI). Tools now handle many of the repetitive jobs, things like entering data, matching bank transactions, and producing basic reports. These platforms help reduce errors and save time, letting accountants focus on work that actually makes a difference to clients. [1]
As machines take care of the routine stuff, clients are starting to expect more from their accountants like clear advice, future planning, and guidance that fits their industry. This is the kind of support that only a real person can provide. So, accountants are no longer just number crunchers they’re becoming trusted advisers who help clients make smart decisions.
From Compliance to Consulting
Advisory services are quickly growing in demand. In fact, Client Advisory Services (CAS) are one of the fastest-growing areas in the profession. More businesses are now looking for help with cash flow, business strategy, and planning for the future not just with ticking boxes for tax and compliance.
What’s more, clients are more loyal to accountants who understand their unique needs and offer tailored advice. If you can do that, clients are far less likely to leave you for someone else.
Offering extra services also helps you stand out in a crowded market, build stronger client relationships, and bring in more income. Services like business forecasting or succession planning can be offered as regular packages, giving your firm a steady income stream and more stability.
With automation and AI taking over routine tasks, it’s essential for accountants to shift gears. By offering value-added services, you’ll stay relevant, meet modern client expectations, and grow your firm in a sustainable way. The future of accounting isn’t just about numbers, it’s about advice, insight, and real human support.
Building Deeper Client Relationships
If you want to keep your clients coming back, offering extra support, known as Value-Added Services (VAS) can make all the difference. Whether it’s helping clients move to cloud-based accounting or giving advice that fits their specific industry, these personalised touches show you truly understand what they need.
Take this example- if you help a healthcare business plan their finances with future forecasts tailored to their field, they’ll see you as a trusted partner not just someone who files their tax returns. That’s the kind of relationship that lasts.
Clients are more loyal when their accountant takes the time to understand their goals and offers real, useful advice. When you offer services designed around a client’s unique situation, it shows you care and they’re much more likely to stick with you.
Standing Out in a Crowded Market
As technology and automation take care of basic tasks like bookkeeping and reports, firms now have a great opportunity to stand out by offering more strategic support. Specialising in certain sectors, for example, financial planning for healthcare, or tech advice for startups helps you build a strong reputation in that area.
Advisory services are growing fast, showing how the role of accountants is shifting from compliance to consultancy. Tools make it even easier by giving real-time financial data that supports smarter advice.
By combining tech with personalised service, firms can keep up with what clients expect and even go beyond it.
Offering value-added services isn’t just a nice extra, it’s a key part of building trust, keeping clients loyal, and staying ahead of the competition. When you understand your clients, use the right tools, and provide advice they can actually use, you become more than their accountant, you become someone they rely on to help their business grow.
Offering More Than Just the Basics
When accounting firms go beyond standard tasks like tax returns and bookkeeping, they open up fresh ways to earn money. Value-Added Services (VAS) let you offer clients extra support such as outsourced CFO services or financial planning without them needing to hire full-time staff. These services can be offered as regular packages, helping your firm bring in steady income month after month.
A recent report by CPA.com and AICPA showed just how valuable this can be. Firms offering Client Advisory Services (CAS) saw a 17% growth on average, with even more growth expected in the years to come – up to 99% over three years! Those who focused on higher-level services, like CFO support or business advice, made over 30% more in recurring monthly income compared to those who didn’t. [2]
Creating Long-Term Value for Clients
When clients see real value in what you offer, they’re more likely to stay with you for the long haul. Services like yearly business valuations or strategy planning not only bring in extra income but also give you the chance to offer even more like tax-saving tips or help with compliance checks.
Clients are more loyal to accountants who understand their specific needs and provide tailored advice. If you take the time to learn about your client’s industry and offer solutions that really fit, they’ll see you as a long-term partner not just someone who files their taxes.
Adding value-added services to your offering does more than boost income, it strengthens your relationships with clients and helps you stand out from the crowd. With the right mix of personalised advice and smart use of tech, your firm can build trust, improve loyalty, and grow in a way that lasts.
Implementing and Marketing Value-Added Services
Offering more than just the usual number-crunching can really set your accounting firm apart. Value-Added Services (VAS) don’t just boost client satisfaction they also give you new ways to grow and stand out in a busy market. Here’s a simple step-by-step guide to get you started:
Find Out What Your Clients Really Need
Start by taking a closer look at your current clients. What extra help might they be looking for? You could send out a short survey or set up some informal feedback chats. Maybe they want support with things like setting up cloud accounting or long-term business planning. Once you know what they’re struggling with, you can design services that truly help.
Check What Your Team Can Offer
Next, review what skills and strengths your firm already has. Can you offer the services your clients need? If not, don’t worry, there are options. You could upskill your team through training, or team up with outside experts. For example, if you want to offer tech advice but don’t have an IT expert in-house, you can partner with one. That way, you expand your services without stretching your resources too thin.
Create Helpful Service Bundles
Clients love clarity. So why not group your traditional services with your new offerings into simple packages? Think- tax returns + a yearly financial strategy session. Or bookkeeping + monthly cash flow check-ins. When clients see everything they’re getting in one place, it’s easier for them to say yes.
Show Off the Benefits
If you want clients to take up your new services, they need to see the value. Share real examples, testimonials, or even short case studies that show how others have benefitted. Use your website, emails, social media, or even a quick video to spread the word. Let the results do the talking.
Price Based on Value, Not Hours
Instead of billing by the hour, try pricing your services based on the value they bring. For instance, a financial plan that helps a client save thousands is worth more than a couple of hours of time. Use fixed fees or package pricing so clients know exactly what they’re paying and what they’ll get.
Make the Most of Technology
Use accounting software to improve how you deliver these services. Features like real-time financial dashboards, reminders, or automation can save you time and make your advice even more useful. Plus, clients love having easy access to up-to-date numbers.
Adding value-added services to your practice doesn’t have to be complicated. With the right mix of client insights, smart planning, and clear communication, you can grow your firm, improve loyalty, and offer more meaningful support to the businesses you serve.
It’s not just about doing more, it’s about doing what matters most to your clients.
Best Practices for Successful Implementation
Adding value-added services (VAS) to your accounting firm can really boost client satisfaction and help your business grow. But to do it right and make it last you’ll need a clear plan. Here are some down-to-earth tips to help you roll out these services in a way that works:
Start Small and Test Things Out
Before going all in, try offering VAS to a few trusted clients first. It’s a great way to see what works, gather feedback, and make improvements. For example, you might trial a monthly business health check for select clients and ask for honest feedback. Understanding what your clients actually want is key to shaping useful services.
Build Real Relationships
Take the time to chat with clients regularly not just at year-end. When you understand their challenges and goals, you become more than an accountant, you become a valued advisor. Strong client relationships can lead to better business growth. And it’s true, people stick with firms that really “get” them. [3]
Keep Learning and Stay Ahead
The world of accounting is always changing. New tech, new rules, new expectations. To keep your VAS useful, make sure you and your team stay updated. Firms should invest in learning and upskilling so you’re always ready to offer what clients need today and tomorrow.
Price Based on the Value You Bring
Ditch hourly billing where you can and switch to value-based pricing. Clients are more likely to invest in services when they see real results. Think about what your advice helps them achieve, whether it’s saving money, avoiding risk, or making smarter decisions. Tools can help you rethink how you price. [4]
Use Tech to Work Smarter
Software can handle the boring stuff, bank feeds, reconciliations, and reports so your team has more time for strategic work. Automating wherever possible to improve accuracy and free up your time for higher-value tasks.[5]
Track What’s Working and What’s Not
Check in regularly on how your VAS are performing. Are clients happy? Is it profitable? Look at client feedback, service take-up, and overall satisfaction. Make changes when needed. Keep your finger on the pulse so you can offer what clients really value.[6] [7]
Rolling out value-added services isn’t just about doing more, it’s about doing smarter. With careful planning, strong relationships, the right pricing, and clever use of tech, your firm can stand out, satisfy clients, and grow steadily for the long term.
What Else Can Your Accounting Firm Offer?
With the rise of in-house accounting software, just crunching the numbers isn’t enough anymore. Clients expect more and rightly so. Offering value-added services can not only keep your existing clients happy but also attract new ones, boost your income, and help you stand out from the crowd. Here’s a breakdown of useful services your firm can offer beyond the basics.
Advisory & Business Guidance
Business Advice
- Planning Ahead: Help clients map out their goals and build step-by-step plans to get there.
- Setting Up Right: Guide start-ups or new ventures on choosing the best business structure.
- Cash Flow Help: Show clients how to manage their money, avoid shortages, and plan for the future. [8]
- Exit or Succession Planning: Help owners prepare for retirement or business handover with minimal stress.
Financial Advice
- Budgeting & Forecasting: Support clients in making informed decisions with smart financial plans.
- Scenario Planning: Create models to show how different choices affect their bottom line.
- Debt Advice: Restructure loans or debts to ease pressure and improve cash flow. [9]
- Investment & Funding Help: Guide them in securing business loans or attracting investors.
Tax Planning
- Year-Round Planning: Spot opportunities to save tax before deadlines hit.
- Complex Tax Advice: Help with capital gains, inheritance tax, or international tax matters.
- Claiming R&D Credits: Assist businesses in claiming government incentives.
- VAT Support: Offer practical VAT guidance and make sure everything’s above board. [10]
Business Performance Services
Management Reports
- Regular Dashboards: Give clients clear snapshots of how they’re doing each month or quarter.
- Profit Checks: Spot what’s making money and what’s not.
- Detailed Breakdowns: Help clients understand which departments or products are most effective.
KPI & Benchmarking
- Tracking What Matters: Set and monitor the right performance indicators.
- Compare with Peers: Benchmark against others in the same industry to show where they stand.
Virtual CFO Services
- Big-Picture Finance Support: Offer part-time strategic guidance without hiring a full-time CFO.
- Board-Level Reports: Provide data-driven insights to support key business decisions.
Tech & Digital Solutions
Cloud Accounting & Setup
- System Shifts: Help clients move to cloud tools like Xero, QuickBooks or Sage.
- App Add-Ons: Recommend tools for things like invoicing, stock control, or time tracking.
Automating the Routine
- Save Time: Set up systems to handle payroll, billing, and other repeat tasks.
- Smooth Workflows: Cut the clutter and make their processes easier.
App Advice
- Tailored Recommendations: Suggest apps that match the client’s business needs.
- Support & Training: Help them get started with new tools and stay confident using them. [11]
Sustainability & ESG Services
ESG & Reporting
- Meet Regulations: Help clients meet modern environmental, social, and governance standards. [12]
- Track Progress: Report on what they’re doing to improve sustainability. [13]
Carbon Accounting
- Measuring Impact: Calculate their carbon footprint.
- Reducing Waste: Show how they can lower emissions and costs. [14]
Specialist Services by Sector
Industry-Specific Help
- Dental, Medical & Legal Practices: Offer customised support based on their profession.
- Construction (CIS): Manage the rules and tax duties unique to builders and contractors.
- Property Management: Help landlords track income, expenses and meet reporting rules.
Charities & Non-Profits
- Fund Management: Keep donor money properly tracked.
- Gift Aid: Maximise claims and simplify reporting.
- Compliance Support: Stay on top of rules that apply to charities.
Compliance & Admin Help
Company Secretarial Services
- Annual Returns: Handle official filings and make sure records are up to date.
- Company Set-Up: Help clients get registered and legally sound from day one.
Grant & Funding Support
- Finding the Right Schemes: Help clients discover grants or funding that fits their needs.
- Application Help: Guide them through the forms and paperwork.
Internal Reviews
- Check for Risks: Spot weaknesses in controls or systems.
- Improve Processes: Suggest ways to make operations more secure and efficient.
Training & Client Communication
Training & Workshops
- Finance Basics for Clients: Teach business owners how to understand their numbers.
- Software or Tax Updates: Keep them in the loop with what’s new.
Client Portals & Helpdesks
- Secure Sharing: Make it easy and safe to exchange documents and messages.
By offering these services, you’re not just doing the books, you’re becoming a trusted partner in your client’s business journey. That’s what sets a truly modern accounting firm apart.
Overcoming Common Challenges
Bringing value-added services (VAS) into your accounting firm can really help your business grow and keep clients happy. But let’s be honest it’s not without its challenges. Here’s how to overcome the usual bumps in the road so your efforts pay off.
Limited Time and Resources
Adding new services takes time, money, and the right skills, which can feel like a lot to juggle. Here’s how to make it work:
- Share the Load: Hand over repetitive tasks to junior team members or use software to automate things like reports or inventory tracking. [15]
- Hire Smart: Bring in team members with specialist skills, such as financial advisors or tech consultants, to add to your service list without overstretching your current staff.
- Use the Right Tools: Software can help cut down on manual work, giving you more time to focus on higher-value work like planning or advisory.
Helping Clients Understand the Value
Some clients might not get why they should pay extra for new services. That’s where clear communication comes in:
- Create Helpful Resources: Think blogs, webinars, or simple guides that explain how your extra services like forecasting or system upgrades can help them.
- One-on-One Chats: Sit down with clients and talk about how specific services could solve their individual business problems. This makes it more real and relevant to them.
- Show Proof: Share real examples or case studies that highlight how VAS have helped other businesses. When people see results, they’re more likely to come on board.
Price Worries
Some clients may be unsure about paying more. You can ease their concerns with smart pricing and clear value:
- Focus on Outcomes: Don’t just price based on time, price based on the results your clients get. That makes it easier for them to see the value.
- Be Upfront: Be clear about the benefits of each service. Show how it can save them money or reduce risk in the long run.
- Offer Choices: Create tiered packages so clients can pick what suits their budget and needs. This flexibility makes the offer more appealing.
Yes, rolling out value-added services has its hurdles but with the right planning, tools, and honest conversations, you can overcome them. And once you do, you’ll have happier clients, a stronger reputation, and a business that’s built for long-term success.
Conclusion
In today’s fast-changing world of accounting, offering value-added services is a must for firms that want to grow and stay ahead. Adding these extra services helps you build stronger relationships with clients by meeting their more complex needs. It also shows that your firm is a trusted partner, not just a number cruncher. Using the latest technology like automation and AI tools and focusing on what your clients really want can open up new chances to grow and work more efficiently.
Now is the perfect time to look at what your firm does best, try new services like outsourced CFO roles or specialist industry advice, and commit to steady growth while keeping your clients happy.
Download the Workbook
To support you further, download the Value-Added Services Workbook. It’s a hands-on tool designed to help you identify the right services, price them effectively, and roll them out in a way that delivers real value to clients and long-term returns to your firm.
This workbook will guide you through planning, packaging, and promoting services that align with your strengths and your clients’ evolving needs. You’ll learn how to move from “just doing the books” to becoming a trusted advisor clients rely on to grow and succeed.

Download the Value-Added Services Workbook
Bibliography
- https://www.techradar.com/best/best-accounting-software-for-small-businesses-in-uk
- https://www.cpa.com/news/aicpa-and-cpacom-benchmark-survey-client-advisory-services-cas-practices-report-17-growth
- https://www.icaew.com/technical/practice-resources/supporting-your-clients
- https://www.xero.com/us/accountant-bookkeeper-guides/implement-value-based-pricing/
- https://quickbooks.intuit.com/r/accounting/accounting-practices/
- https://www.cpa.com/client-advisory-services
- https://www.cpa.com/sites/cpa/files/2020-06/CPAcom-BDC_Biz%20Model_Report.pdf
- https://quickbooks.intuit.com/accountants/products-solutions/accounting/quickbooks-online/
- https://quickbooks.intuit.com/accountants/products-solutions/accounting/quickbooks-online/
- https://www.techradar.com/uk/best/best-tax-software
- https://www.accaglobal.com/gb/en/student/exam-support-resources/professional-exams-study-resources/p5/technical-articles/economic-value-added-part1.html
- https://www.icaew.com/technical/practice-resources/run-and-grow/support-for-member-firms
- https://www.icaew.com/technical/financial-services/esg-assurance/what-is-esg-and-why-does-it-matter
- https://www.xero.com/us/accountant-bookkeeper-guides/promote-value-to-client/
- https://quickbooks.intuit.com/desktop/enterprise/resources/switch-to-enterprise/diamond/
About the Author

Neha Jain
Neha Jain is a skilled content writer with a rich background in business and financial knowledge. With a bachelor’s degree in English Literature and Psychology, Neha has honed her writing skills, furthering her expertise with the Content Writing Master Course (CWMC) at IIM SKILLS and a Content Marketing Certification from HubSpot Academy.
Working alongside our business development experts, Neha specialises in helping accountants, dentists and other healthcare professionals start, scale and sell their businesses.
Reviewed By:
Stay in
the Loop
Enter your email address for:
Newsletters • Events • Learning Centre Posts • Blog Posts