Price Your Next Bookkeeping Client With Confidence

Answer a few questions about your prospective client and receive a recommended pricing range, client complexity assessment, and customized onboarding checklist.

Start Client Assessment

No account needed. Takes about five minutes.

Assess the client. Price the work. Know what to request.

Assess client complexity

See at a glance whether a prospect is straightforward, moderate, or complex.

Calculate monthly pricing

Get a recommended monthly range and a suggested starting quote.

Estimate cleanup & catch-up

Price the messy history separately from the ongoing work.

Add setup & onboarding fees

Charge fairly for software setup, migration, and opening balances.

Generate an onboarding checklist

Know exactly which documents and access to request.

Not sure what to charge yet? Leave the pricing guidance on and we'll walk you through it.

Start now

This tool provides educational pricing guidance only. Pricing varies based on experience, location, scope of work, client complexity, market conditions, services provided, and individual business decisions. Review all recommendations before presenting a quote to a client.