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
Recommended Rate
+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
Connect
Link your QuickBooks© or Xero© account.
Monitor
Track monthly transaction volume for every client.
Alert
Get notified when a client outgrows their rate.
Act
Review the pricing gap and send a pre-drafted repricing email.

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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