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 Project 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 Project includes three 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.

Bookkeeper Pricing Project FAQs

What is the process, timeframe and cost to get my pricing set up?

Phase 1: Mentoring

3 x 1 hour private mentoring sessions (via Zoom) (sessions are 1 week apart to allow for homework to be completed in between

  • Session 1: We work on your business plan & high level income, business growth and team structure goals.

  • Session 2: We price your services in line with those goals.

  • Session 3: We review your existing clients and create a plan to transition them to the new packages.

At the end of the 3 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: 3 weeks 

Price: $1,320 or 3 monthly payments of $495

Phase 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
  • Initial training video

Timeframe: 2-3 weeks

Price: $1,100 to $2,500 depending on your needs (payment plan available) 

What else is included?
  • 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)
  • Additional optional inclusions

Pricing Project Options

Depending on your specific business needs, you can tailor your pricing set up to include from the following options;


Pricing catalogue set up in Practice Ignition or PandaDoc


Descriptions for each item in your catalogue


New client engagement letter


Existing client engagement letter


Phone scripts and email templates for introducing new packages to existing clients


New client on-boarding emails

How much time & money is hourly billing really costing you? 

Are you ready to get on top of your pricing packages?

Book a free consultation today and start getting paid properly for the work you do.

Business in a box

Add value to your bookkeeping clients

Pricing plans

Find out how affordable it is to implement this convenient system in your own business.

If you’re looking for an additional income stream, and a value-added service to offer your clients, the EpicPanda plan gives you the training you need. Manage your clients payroll onboarding, or business proposales. Create branded templates for your clients in their own portal.


For anyone who is thinking about getting on board with PandaDoc, and having the lovely Amy Hooke set it up for it…do it!!

It’s super easy to use. I literally logged in, all the templates were there, I just had to add in a few details and it they were ready to send off for signing.

Danielle Rule

Owner, Rule The Books Bookkeeping, Albany, WA