Pricing Coach for Bookkeeping Firms

Your clients are growing. Your rates aren't.

Coach connects to QuickBooks© or Xero©, tracks how your clients' businesses grow over time, and tells you when it's time to raise your rates — and by how much.

No commitment. Just a conversation.

Client

Boutique Landscape LLC

Current Rate

$550/mo

Recommended Rate

$750/mo

+36%

Increase

Recommended by Coach to restore profitability

THE PROBLEM

80–85%

of bookkeeping firms underprice at least one client

Workload grows silently. A client who once sent 100 transactions a month now sends 300. Meanwhile, your fixed fee stays the same—and your margin shrinks every quarter.

Most firm owners know they should reprice, but they don't have a system that tells them which clients need it, or when. So the conversation keeps getting delayed.

How Coach works

1

Connect

Link your QuickBooks© or Xero© account.

2

Monitor

Track monthly transaction volume for every client.

3

Alert

Get notified when a client outgrows their rate.

4

Act

Review the pricing gap and send a pre-drafted repricing email.

Coach dashboard showing client metrics, fee distribution, and likely unprofitable clients

Stop leaving money on the table

Book a 20-minute demo and see how Coach finds the repricing opportunities already hiding in your portfolio.

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