Episode #118 Streamline Your Quoting Process this End of Financial Year

Join us for another episode of The Bookkeepers' Voice, as we continue with our insightful ‘EOFY Throwback Series,' so you can be prepared in the lead up to EOFY!

This week, we'll be discussing the ongoing headache of pricing our services – because seriously – who likes focusing on their pricing?! After all, it’s a tedious task and hard to know if you’ve got it right.

Throwing it back – Amy also discusses what to do about Non-Billable Time and how to achieve Pricing for Profit within your business. So whether you're new to this industry or you’ve been in the game for decades, this is an episode you don’t want to miss out on!

Key Takeaway: “Save up to 15 hours creating profitable quotes for your EOFY jobs.” 

Podcast Info

Episode: #118

Series: General

Host: Amy Hooke

Guest speaker: Angie Martin

Topic: Streamline Your Quoting Process this End of Financial Year

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Summary keywords: eofy, eofy tips, business owners, bookkeeping, bookkeeping tips and tricks, quoting process, pricing services, non-billable time, profit


Streamline Your Quoting Process and confidently price your services



Angie Martin  0:02

Hi everyone, Angie here again from the savvy team. Thank you for joining us for another End of financial throwback episode. So far, I am absolutely loving this series and hope you are as well. If you tuned in last week, you would know that we are interrupting our pre existing stress series that we were in the midst of doing to bring you our top picks for helping you take on this year's end of financial year load. Because we all want you to be on top of your and financial year tests. And we have specifically created this into financial year series with our handpicked episodes, to make sure that you can be on top of it all this into financial year and reduce your stress along the way.

Pricing services with confidence this EOFY

This week, we are going to discuss the ongoing headache of pricing our services, because who likes focusing on their pricing, not most of us and I know I don't it's a tedious task. And it's hard to know if you're getting it right, especially when you don't have anyone to bounce your ideas off of. Thankfully though, Amy Hooke, our founder, loves pricing and finds that very exciting.

Achieving pricing for profit and managing non-billable time

In this episode, Amy is going to be discussing what to do about non billable time and how to achieve pricing your business for profit. Whether you are new to the industry, or you've been in the game for decades, this is a fantastic episode that you don't want to miss out on. Amy goes through practical tips so that you can easily implement them into your business. Now, to revolutionise the way that you work with your clients. This is more important than ever end to financial year. Whether you need to re scope, your actual services, increase your fees for the new financial year, or you're simply taking on new clients and me to really think about your pricing to make sure that you are successfully helping them while creating a profitable business for yourself.

EOFY for bookkeeping business owners

As you know, smart bookkeepers store their knowledge in their head. But savvy bookkeepers use templates, so why not use a template for your pricing as well. Our easy to use bookkeeping pricing catalogue can eliminate every pricing mistake in quoting mishap that you have ever experienced. Because let's face it, let's bookkeepers. There are some coding mishaps and some scopes that we did not realise we're going to be as big as they ended up to be. Simply put, we're not perfect, go figure. This pricing catalogue though, will help you save 15 to 20 hours quoting your work for existing and future clients by assisting you in streamlining the proposal process by letting you have dedicated prices for each of your services. It sounds amazing, right? I think it is. Make sure you continue listening to this episode today to learn all of Amy's incredible pricing tips and how you can implement them today to make your end of financial year jobs profitable, profitable, streamlined and as easy as possible to reduce your stress and make into financial year a bit fun again, make it exciting, make it something that you look forward to instead of dreading. So, what are you waiting for? Make sure to check out our savvy pricing catalogue as well as enjoyed listening to this episode.


Full episode transcript here -> Episode #046 What Bookkeepers And Accountants Are Doing About Non-Billable Time