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 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 mentoring sessions. During these sessions we work together to fine-tune your pricing strategy and packages. This means your packages will be tailored to suit your needs and benefit your bookkeeping business.


You can focus on your business while we design and create your packages. We write the descriptions for your packages and set up your catalogue of services for you. Everything is done for you, using either PandaDoc or Practice Ignition.

Tools of the trade

We provide all the tools you need to transition your existing clients and introduce new clients to your packages. This includes introduction and engagement letters, coaching for the conversations you'll have, and scripts to get you started.

How The

Pricing For Profit Program


How would your business be impacted if you knew you could get all your pricing sorted out in under 4 weeks and get all the ongoing support you need? How would you feel knowing that it's DONE!?

Here's how it all 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. 

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 $2500+GST – Due 14 days from Commencement
  • ‘Stay Savvy' Ongoing Support $100+GST per month for 12 months (paid monthly, 28th of the month)
  • *GST for each item included in total price


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) (not for individual sale)
  • Video: Creating Online Proposals Training (not for individual sale) 

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