Time-consuming tasks – like chasing down source documents and data entry – are taking less time (maybe even no time) thanks to apps and automation. Accountants and bookkeepers are able to provide increased levels of value in the form of financial and business advice. So, it’s time to separate time from revenue and assign a $ amount to the value that you provide.

Are you ready for fixed fees?
Find out!
 
Hey! What's your name?

 
Nice to meet you {{answer_49533295}}! Are you an accountant or a bookkeeper?



 
How many clients does your firm serve?





 
What percentage of your clients can be categorized into groups based on industry-type, business size, etc.?


 
How do you currently collect payment from clients?


 
What are your goals for reevaluating and rebuilding your pricing model?


 
How many employees are a part of your firm?





 
Which apps are currently part of your workflow?















 
Which of the following best describes your firm's tech stack and workflow?


 
Approximately, how much of each staff member's week is spent on spent on admin and/or data entry related tasks?


 
How much of the work your firm does is repeatable across a wide set of clients?


 
Which of the following bookkeeping services does your firm currently provide?


 
Which of the following accounting services does your firm currently provide?


 
Does your firm provide auditing services?



 
Please select all of the auditing services that your firm currently provides:


 
Do you provide advisory services?



 
Please select all of the advisory services that your firm currently provides:


 
Does your firm provide tax services?



 
Please select all of the tax services that your firm currently provides:


 
Does your firm currently provide payroll services?



 
Please select the payroll services that your firm currently provides:


 
Does your firm currently provide IT consulting services?



 
Please select all of the IT consulting services that your firm currently provides:


Congrats! You’re ready to make the move to fixed fees.
Watch your inbox for more info on how to start building your fixed fee pricing plan.
Drats! You’ve got some work to do. Let us help. Watch your inbox for a how-to guide on getting ready for fixed fees.