The Bookkeeper Pricing & Scope Defense System™

Calculate smarter fees, defend your scope, and handle cleanup pricing with a premium operational workbook built for bookkeepers, accountants, and tax preparers.

Also available on:

Price clients more confidently and protect your margins with The Bookkeeper Pricing & Scope Defense System™.

This premium operational system was built for bookkeepers, accountants, tax preparers, and cleanup specialists who need a structured way to calculate pricing, define scope, charge properly for historical cleanup work, handle change requests, and plan renewals without relying on guesswork.

WHAT’S INCLUDED

• – Premium pricing workbook
  – Dashboard overview tab
  – Client Pricing Profiles
  – Base Pricing Calculator
  – Cleanup Surcharge Calculator
  – Scope Matrix
  – Add-On Menu
  – Change Request Log
  – Renewal Pricing Planner
  – Proposal Summary tab
  – Copy-and-paste email scripts
  – Quick Start Guide PDF
  – A4 and US Letter printable worksheets and forms

WHO IT’S FOR

• – Solo bookkeepers
  – Freelance accountants
  – Tax preparers
  – Cleanup specialists
  – Virtual CFOs
  – Small bookkeeping firms

FORMAT

• – Instant digital download
  – Excel workbook
  – Google Sheets compatible
  – PDF guidebook
  – Printable forms

NOTES
This is a digital product. No physical item will be shipped.