Gain control over your client billing, and ensure you are Priced to Profit

Join Savvy’s pricing for profit program

by Amy Hooke

 

Join the Pricing For Profit Program, and get everything a bookkeeper could possibly need to establish and grow a profitable and scalable bookkeeping business that makes your profit goals a reality.

Bookkeeping Engagement letter Set-Up, Bookkeeper Pricing Packages and More

Many bookkeepers find it’s not easy running a profitable and scalable Bookkeeping Business. That’s why we created Pricing For Profit, the best pricing tool available.

With the help of our pricing tools, bookkeeping engagement letter and bookkeeper pricing packages, you’ll save time and increase your profits without having to spend years going in the wrong direction.

dog with sunglasses is not a professional

“You know why I never worry about going ‘over scope’?
Because I’m OK with losing profit and upsetting clients.”

– said No Professional ever!

How much is hourly-rate billing really costing you?

by Amy Hooke

bookkeeping engagement letter, Pricing For Profit Program, The Savvy Bookkeeper

Hi, I’m Amy Hooke, a bookkeeping business mentor who helps smart bookkeepers become ‘business savvy’ bookkeepers.

It didn’t take long for me to run into problems when starting my bookkeeping business. Despite having 2 decades of bookkeeping experience, I didn’t know how to run a business! After my first year, even though I was earning $11K per month, it was too stressful so I quit.

But I didn’t give up! Instead, I invested time and resources into figuring out what went wrong.

A few years later, I restarted Off The Hook Bookkeeping and this time applied all the business-savvy knowledge I’d gained since the first time around. Within 12-18 months my bookkeeping business was not only profitable and paying me a decent wage, but it was also able to run without me.

Why would you want to waste your time, money, and brainpower re-inventing the wheel, when you can use mine? Let me ask you some questions:

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?

By joining the Pricing For Profit Program you can take care of all of this! You can leverage my hands-on experience building two successful online businesses, draw on my two and a half decades of bookkeeping experience, plus get to use all my resources. And by learning and adopting my Pricing For Profit Framework I promise you will get better results than I did, faster than I did, and with a lot less stress.

If the idea of having a profitable and scalable bookkeeping practice that pays you what you want resonates with you, then keep reading. 

Amy xo

How to Price For Profit

(Without losing or upsetting clients!)

  1. Prepare:
    Locate exactly where you are on the map, before deciding on your destination, and working out the best route to to get there.
  2. Review:
    Before embarking on your pricing journey, learning some basics ensures the trip will be smoother and more accurate.
  3. Plan:
    Identify your destination, uncover any roadblocks and determine the ideal path, ensuring the route you choose leads to where you want to go.
  4. Price:
    After validating and setting your final prices, build new packages to send to existing clients, and be prepared to easily create proposals for new clients.
  5. Transition:
    A transition plan helps you prioritise which clients to transition and when, making the process smoother for you and your clients.

Pricing For Profit FAQs

At this point, you might have some of the following questions:

I’ve tried packages before and it didn’t work. What will be different this time?

bookkeeping engagement letter, Pricing For Profit Program, The Savvy Bookkeeper

Many bookkeepers move from hourly billing to monthly packages only to later discover their pricing model is not profitable or scalable. This means a lot of wasted time effort and lost profits, only to end up back at the beginning. We get it! And we want to help you avoid this frustration and get it right the first time.

It’s not just about having packages. Your packages need to be priced to meet YOUR profit goals. That’s our focus, helping you build your pricing model to suit your business model, and developing your roadmap to reach your profit goals.

Is it customisable or will I have the same packages and prices as everyone else in the program?

You set your own goals, your own prices, and your own team structure. Then our pricing tools will do all the heavy lifting for you and show you the best way to move forward. You can tweak the numbers for different outcomes to find a solution that you’re happy with.

Our services catalogue and bookkeeping engagement letter are made using fully-customisable templates. You can add or edit services in the catalogue at any time, and you can add your own branding and business information to the bookkeeping engagement letter as well as any other changes you feel necessary for your business.

How can I change my prices without upsetting and potentially losing my clients?

We understand that this is a big and very real fear for a lot of bookkeepers when they think about changing their pricing model. That’s why we have included a few useful tools to help you transition your existing clients smoothly and happily. This includes a script template so you know exactly what you’re going to say ahead of time, and a strategy to work out the best order in which to transition your clients.

On average, participants who follow the program see 97% of their existing clients accept their new bookkeeping proposal – without a fuss!

bookkeeping engagement letter, Pricing For Profit Program, The Savvy Bookkeeper

Is the system going to be time-consuming to implement?

The Pricing For Profit system is  set up in a way that makes it easy to use when transitioning existing clients, updating prices in the future, and providing quotes for new clients. The aim is to give you control over your client billing and a scalable and profitable pricing model, without headaches or hassle.

What support is offered?

We provide all our members with various levels of private mentoring, goal setting sessions, group coworking, live Q&A sessions, and a private community of likeminded bookkeepers. 

woman carrying the world

How much does it cost?

It is natural to focus on cost, but for those who ‘work the program’, their return on investment is greater than what they pay. We want you to focus more on the value, which is why we only provide prices to those who are interested in joining*.

We offer three levels of the program depending on your specific requirements, budget, which stage you’re at, how much time you have to DIY, and how much support and private mentoring you need.

Learn more about access levels, including pricing, by submitting your application.

*Please note that some of our Membership levels also include access to Pricing For Profit. Read more about the Bookkeeping Business Membership here.

What does the application process involve?

bookkeeping engagement letter, Pricing For Profit Program, The Savvy Bookkeeper
  1. Complete the application form
  2. Application reviews take up to 5 business days to be approved or rejected. 
  3. Successful applicants will be sent a Pricing For Profit Proposal, with program inclusions, pricing and T&Cs.
  4. Registration is easy, select the level that suits you, sign the proposal and set up your direct debit to gain instant access to the Pricing For Portal Program.
  5. Send a message in the proposal chat box if you still have questions or Book a Discovery call if you have multiple questions.
  6. Custom programs are available for past customers and clients who have previously purchased items that are included in Pricing For Profit, please let us know if you fit this category.

Pricing For Profit Reviews

Here’s what a few savvy bookkeepers have to say about Pricing For Profit:

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 catalogue and bookkeeping 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

Be A ‘Business Savvy’ Bookkeeper

Price your Packages and get your Bookkeeping Engagement Letter and Pricing catalogue set up

With the tools available in Pricing For Profit you’ll be able to:

Gain control over your client billing

Develop a roadmap to reach your profit goals

Implement a profitable, scalable pricing model

Transition your bookkeeping business without upsetting or losing your clients

Our pricing tools 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 bookkeeping engagement letters. You’ll feel confident in the engagement process with our tools to help you sell your new packages to clients.