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Pricing Support Tool for Bookkeepers

Say goodbye to guessing, underpricing, or overthinking! This custom GPT is a decision-support tool that helps bookkeepers evaluate client fit and determine a reasonable monthly bookkeeping fee. 

 

This tool walks you through key scope and risk factors, then translates them into a flat monthly pricing range anchored to your own desired hourly rate.

 

Keep in mind, it’s designed to support clear thinking, not to replace professional judgment. Always do your due diligence to make sure the price you choose aligns with your practice. 

 

What this tool helps with

  • Evaluating whether a potential client is a strong, mixed, or weak fit

  • Translating scope and complexity into a monthly flat-fee range

  • Accounting for risk factors like:

    • payroll

    • AR/AP

    • complexity

    • communication friction

    • industry familiarity

  • Creating a clear, professional price script you can use with clients
     

 

What this tool does not do

  • It does not benchmark market rates or “industry standards”

  • It does not pull real-time pricing data

  • It does not tell you whether to accept or decline a client

  • It does not provide coaching, mindset, or boundary advice

  • It does not replace your judgment or experience
     

 

How it works

  • You answer a short series of questions about the client and scope

  • The tool assesses client fit and pricing risk

  • You receive:

    • a fit classification

    • a monthly pricing range

    • scope assumptions

    • a price script

    • a clear pause point for decision-making
       

 

Who this is for

  • Bookkeepers who price on flat monthly fees

  • Bookkeepers who want consistency and defensibility in pricing

  • Bookkeepers who want help thinking through risk, not just workload

  • Bookkeepers who already know that pricing is about more than math

 

Requirements

  • Access to ChatGPT Plus (required to use custom GPTs)
     

You’ll receive simple instructions for accessing the tool via email after purchase.

 

Important note

This tool provides structured pricing support based on the information you provide. You should always consider the full scope of an engagement and apply your own professional judgment before making final pricing or client acceptance decisions.

Pricing Support Tool for Bookkeepers

$19.00Price
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