For bookkeeping & small accounting firm owners

You can't tell which clients are actually worth keeping at their current fee.

Not because you're bad at pricing — because nobody hands you the fifteen minutes of math it takes to find out. This toolkit does the math. You plug in real numbers.

See what's inside — $297

One-time. No subscription. Instant access.

The gut-feel problem

You know your total revenue. You probably don't know your margin — client by client, after the real hours reconciling, processing payroll, and cleaning up categorization that each one actually takes. A $400/month client who takes 2 hours and one who takes 6 look identical on your invoice. They are not identical businesses to run.

"This client added a second bank account and started payroll eighteen months ago. I never adjusted the fee. I genuinely don't know if they're still worth it." — the conversation this toolkit exists to make unnecessary.

The fix isn't a gut check. It's four numbers, checked monthly, against a target you set — not an industry benchmark someone's guessing at.

What's inside

The Core System — 4 Calculators + Decision Guide

  • Client Profitability Calculator — real margin per client, color-coded against your own target
  • Value/Retainer Pricing Calculator — the fee floor before you quote a new client
  • Fee-Increase Impact Calculator — the real cost of asking vs. not asking, side by side
  • Scope Creep Cost Calculator — what unquoted transaction/complexity growth is costing you
  • The Pricing Decision System guide — loaded-hourly-cost derivation, the 15-minute monthly review, and a 3-scenario fee-increase script library
  • One-page Quick Reference — print it, stop re-deriving the same numbers

Immediate Add-on — Client Onboarding & Engagement Template Pack (+$150)

  • New Client Onboarding Checklist
  • Engagement Scope Template
  • Fee Change Notice
  • Onboarding Call Agenda

Operational templates — not legal documents. Have your actual engagement letter reviewed separately.

Comparable bookkeeping pricing systems from established consultants run $998+
$297

Not because it's worth less — because it's built to do one job well instead of everything a broader course sells. You're not paying for hours of video; you're paying for four working calculators and the decision process that ties them together.

Get instant access — $297

Add the Template Pack at checkout for $150 more.

Does $297 pay for itself?

We're not going to tell you what you'll save — we don't know your numbers. Here's the actual arithmetic instead. Enter your real loaded hourly cost and see the one-time threshold.

—hours of overage to break even on the $297 core
—hours to break even on core + $150 template pack

Once, across your whole client roster — not per month, not per client. Whatever you catch after that is the payback.

For reference, not a promise: the Scope Creep Cost Calculator inside this toolkit ships with a worked example — a client running 2.5 hours/month over what was quoted at a $50 loaded rate. That example alone works out to $125/month, or $1,500/year if it goes unaddressed — several times the core toolkit's one-time price. Whether your numbers look anything like that example is exactly what the calculator is for finding out.

If it doesn't show you one real number, refund. No hassle.

Run the Client Profitability Calculator on one real client. If it doesn't tell you something about that client's margin you didn't already know with confidence, email for a full refund within 30 days.

Before you ask

Isn't there a free calculator for this already?
There are free single-purpose calculators, yes. This isn't one calculator — it's four, built to work together, plus the decision guide that tells you what to actually do with the number (raise the fee? cut scope? which script do you use?). A calculator tells you a number; this tells you what to do about it.
Is this a course?
No. Working tools plus the guide that tells you how to use them — no video lessons to sit through.
Do I need QBO/Xero integration or an account?
No. Everything opens in any web browser, works offline once downloaded, and needs no sign-up or software connection.
What if I have staff, not just myself?
The calculators handle blended owner + staff hours and costs.