Pricing for Bookkeepers

systemise your pricing the easy way

Menu-Pricing Spreadsheet
Instantly generate a bespoke 3-tier price menu for every client—no calculations needed.

Why You Need This Spreadsheet

  • Eliminate Guesswork
    Stop wrestling with “What should I charge?” The sheet’s built-in formulas set three balanced price points, bare-bones, mid-tier anchor, and premium based on your costs and target margins.

  • Scale Your Offers
    Create consistent, professional menus for dozens of clients in minutes, not hours. Your proposals will look polished and data-driven.

  • Boost Your Revenue
    By anchoring the mid-tier correctly and quantifying ROI, you’ll nudge more clients into higher-value packages without awkward conversations.

How It Works

  1. Enter Client Data
    Input the client’s service tasks into the “Client Form” tab.

  2. Set Your Margin
    Choose your desired profit percentage (e.g. 20–40 %) and select which add-ons you’ll offer.

  3. Generate Tiers
    Switch to the “Pricing Menu” tab: three unique price points appear automatically, with clear labels and suggested “Most Popular” highlighting.

  4. Copy & Send
    Export the three-column table to your proposal or PDF. Hit send, and watch clients pick the mid-tier.

Who It’s For

  • Bookkeepers ready to level up from hourly or fixed-fee guessing

  • Practitioners who want a fast “halfway house” before committing to a full course

  • Anyone who values data-backed pricing and hates manual calculations

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