Join our community for news, tips, and insights. Sign up for our Monthly Newsletter

The Path to Standardization and Scale

Resources / EBook

The Path to Standardization and Scale

Insights from Enkel and Dext on Productization, Pricing, and Profitability

Learn how to transform your accounting practice from a time-for-money model to a scalable, productized service. Discover strategies for standardization, value-based pricing, and building a growth engine.

Key Takeaways (What the user will learn)

This e-book is essential for CPA firm owners, partners, and managers looking to increase profitability and scale their back-office services. In this session, you will learn:

Why Standardization Matters: How standardization drives efficiency, consistency, and profitability by reducing decision fatigue and complexity.

The Productization Mindset: What a productized service is, why it eliminates ambiguity and scope creep, and how to design clear inclusions and exclusions.

Designing Your Service Menu: How to build a tiered service menu (Core, Advisory, Strategic) and map your current clients to identify upsell opportunities.

Pricing & Monetization Strategies: The difference between fixed fee and hourly billing, and the Golden Rule for scoping work.

Selling Value, Not Hours: Strategies for competing on value and impact rather than price, and how to implement annual inflationary adjustments as value reviews.

Building a Referral Fence: How to lock in client loyalty by making your firm the hub of their professional network.

Table of Contents on E-Book

1. Introduction:
2. The Productization Mindset: What and Why
3. Building Your Product & Service Menu
4. CRM – Your Growth Engine
5. Pricing & Cost Recovery
6. Fixed Fee vs. Hourly Billing
7. Bundled Pricing & Options
8. Selling Value vs. Competing on Price
9. Building a Referral Fence
10. Annual Client Review Framework

omar-visram-white-bg
About Omar Visram / CEO and Head of Growth
Omar Visram is the Co-founder and Head of Growth at Enkel Backoffice Solutions Inc. Headquartered in Vancouver, Enkel provides bookkeeping, payroll, accounts payable and accounts receivable services to over 300 organizations Canada-wide.