Free Workflow Guide + Templates For Bookkeepers

Discover the 7 critical steps to pricing a new client

Discover the 7 critical steps to pricing a new client

Do you want to confidently charge a great price for your new clients?

Inside this guide, you'll find:

  • The real purpose of the initial meeting (hint - it's not what you think)

  • Pre-written email templates to help you carefully manage expectations and frame the pricing conversation

  • The exact process for discussing price and at what point to do it in the process

  • A ready-made workflow template with all of the templates, tasks & steps that you can use in Pixie in just a click

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