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.
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