Pricing For Profit Program • Bookkeeping Engagement Letter • Bookkeeper Pricing Packages

Hello and welcome to the Pricing for Profit Program. Glad to have you with us. We understand it is not easy running a profitable Bookkeeping Business. Let us help you enhance your business, using our bookkeeping engagement letter, bookkeeper pricing packages, and more.


How much is hourly-rate billing really costing you?

Let us sort out your packages, so you can send proposals easily, charge out of scope work promptly and say ‘goodbye' to timesheets forever.

How much is hourly-rate billing really costing you?

Let us sort out your packages, so you can send proposals easily, charge out of scope work promptly and say ‘goodbye' to timesheets forever.

Are you losing money on non-billable admin work?

Do you always get asked the same questions regarding the services you provide?

Are you too busy with clients to find time to review your packages and processes?

Would you have no idea where to start even if you did have the time?

The Savvy Bookkeeper's Pricing For Profit system and program takes care of all of this for you.

We design and set up your new packages for you so can focus on your clients. We also set up your catalogue of services and provide you with introduction and engagement letters. You'll feel confident in the engagement process after we coach you in how to sell your new packages to clients.


The Pricing For Profit program includes small group sessions with likeminded bookkeepers. During these sessions you'll fine-tune your pricing strategy and packages, tailoring them to suit your needs and business goals. You can also upgrade to private mentoring by request.


While you focus on your business, Team Savvy set everything up for you. From writing catalogue descriptions, engagement letters and email templates,  to setting up your PandaDoc or Practice Ignition account.

Tools of the trade

We provide all the tools, resources and support needed to transition your existing clients and introduce new clients to your packages. This includes introduction and engagement letters, phone scripts and sales coaching.

How The

Pricing For Profit Program


How would your business be impacted if you could get your pricing packages designed and set up in under 4 weeks and then access ongoing support needed to transition your existing client base to your new packages in under 90 days?

How would you feel knowing that it's DONE!?

Here's how the Pricing For Profit System and Program works… 

Stage 1: Co-Working

4 x 90 min co-working (small group mentoring via Zoom) (sessions are 1 week apart to allow for homework to be completed in between

  • Session 1: High level business plan and goals
  • Session 2: Pricing for profit
  • Session 3: Existing client base transition strategy
  • Session 4: Creating and sending proposals

At the end of the mentoring sessions all of your services will have been priced in line with your big picture goals. You will also know how to provide quotes for new jobs. Upgrade to private mentoring available for an additional fee.

Timeframe: Weeks 1, 2 & 3. 

Stage 2: Set Up

We set up your pricing in PandaDoc* or Practice Ignition*, including:

  • Pricing catalogue
  • Writing descriptions for each item
  • New client engagement letter
  • Existing client engagement letter
  • Phone script for introducing new packages to existing clients
  • Video training on;
    • Navigating PandaDoc portal
    • Creating and sending proposals 

Timeframe: Week 3 & 4 

*excludes cost of subscription  

Stage 3: Support

Once you're packages are all set up and ready to go, we provide you with ongoing, monthly support:

  • Monthly Co-working sessions are 90-min group small group sessions to help with transitioning your clients onto their new packages, including the following topics:
    • Business goals
    • Team capacity and planning
    • New clients
    • Existing clients
    • Using PandaDoc and Airtable
    • New client meetings and onboarding
    • Scope changes and terminations
    • New services
    • Promoting your services
  • Chat support via Slack on any issues you have regarding your pricing or proposals.
  • Updates to documents and templates
  • First access to any new items we add to our packages
  • Managing your existing documents
  • Updates to your pricing as need 

Timeframe: Monthly For 12 Months  


What's included in this price? 

  • Ongoing annual support
  • Commitment Fee of $100+GST – Paid up front to get the ball rolling!
  • Pricing for Profit program $3000+GST – Due 7 days from Commencement
  • ‘Stay Savvy' Ongoing Support $100+GST per month for 12 months (paid monthly, 28th of the month via direct debit)
  • OPTION: Upgrade your first 4 sessions to private mentoring $1,800+GST


Sign Up today and get additional extras

  • Online Business Plan Training *instant replay* (normally $49)
  • Pricing Training*instant replay* (normally $149)
  • Advanced Pricing templates (for bookkeepers with larger businesses and/or teams) (normally $1,750)
  • Video: Creating Online Proposals Training (not for individual sale) 

Ready to START charging by the hour, and STOP throwing away your hard earned money?


Join us and get your Bookkeeper Pricing Packages & Bookkeeping Engagement Letter finished.

Professional Bookkeepers Using Our Pricing System

I have known for a long time that I needed/wanted to change my pricing from hourly to package. The problem was I didn't know where to start! After working with Amy, I now have a price list that has a basis to it and not just figures plucked from the air. I feel that I am more competitive with my pricing yet making more money. She really made me think a lot about my business and I have developed more clarity around it. Thanks Amy!

Linda Nicolas

Owner, Numerus Business Services

Joining the Pricing for Profit program has been a huge eye-opener for me. I now have a clear pricing structure that makes it easier to scope and quote work. They have also updated all my new pricing and engagement letter in Practice ignition so the process is seamless and looks much more professional to my clients.

Sarah-Jane Bishop

Owner, EMB Solutions

Working with Amy in the Pricing for Profit program was amazing. Finally, I have the resources and knowledge to get my pricing right and make my business more profitable.

One of the biggest factors for me is I can stop procrastinating!!! I have spent years trying to get my pricing right. I felt anxious every time I had to quote work or advise new clients on prices. Now I feel confident in my pricing, have pricing tools that will save me so much time and incredible client proposals that look amazing and have built my confidence.

Jane Crapis

Owner, One on One Bookkeeping Services

That is our offering on the Pricing For Profit Program – covering your Bookkeeping Engagement Letter, Bookkeeper Pricing Packages, and more.

Please consider joining us. We look forwards to hearing from you.

Until then… Stay Savvy, Amy.





• Amy is also the founder of Off The Hook Bookkeeping ~ If you are interested in engaging with our Bookkeeping service please get in touch here.

If you are a Bookkeeper who otherwise needs help with Savvy's other Sales, Marketing, Website, Google Ads, Facebook Ads, Business Logo and more, please get in touch.