Free service-planning worksheet
Offseason Service Fit Scorecard
An offseason offer should fit the practice's competence and client needs before it fills a revenue gap. This scorecard forces each service idea through the same evidence test.
Inside the workbook
A short tool for one decision.
- A comparison table for three possible services.
- Competence, authorization, supervision, insurance, and referral-path questions.
- Client-need evidence, delivery effort, seasonality, liability, and economics fields.
- A small paid-pilot plan with a stop rule and review date.
- A boundary record for services the practice will not offer.
How to use it
Compare only services you can define clearly. Verify who may perform the work, what credential or authorization applies, what records are required, and when a client should be referred. Test one small offer before changing staff or software around it.
Tax preparation, tax advice, representation, bookkeeping, payroll, and business advisory work can carry different competence, authorization, insurance, contract, and state requirements. The score is a research tool, not permission to offer a service.
Sources and review
- IRS: Understanding tax return preparer credentials and qualifications
- IRS Publication 947: Practice Before the IRS and Power of Attorney
- IRS Circular 230
This educational workbook is not legal, tax, financial, or cybersecurity advice. Adapt it to your facts, jurisdiction, services, and current professional requirements.