Client pricing & assessment tool
Stop guessing. Know what to charge before you get on the call.
Answer questions about the client in front of you: transactions, accounts, payroll, the state of the books. Get a monthly range, a catch-up and cleanup price, and the exact list of documents to request. About five minutes.
One-time payment · Unlimited clients · Works on your phone
Suggested starting quote
$800 / month
Recommended range $750–$850
Trades client · 320 monthly transactions · 5 accounts · payroll for 9 · sales tax · multiple locations
An actual result from the tool. This is the client most new bookkeepers quote at $400 a month.
The part nobody teaches
You can do the work. Pricing it is the hard part.
A prospect emails you. You get on a call, they describe the business, and near the end they ask the question you've been dreading. You pick a number that feels safe. Six weeks later you find out the books were eight months behind and you're working for eleven dollars an hour.
The problem is never the arithmetic. It's that nobody showed you what actually drives the price.
The tool answers:
How it works
Three steps, start to quote.
Describe the client
Six short screens: business type, transaction volume, accounts and cards, the services they need, the state of the books, and how much hand-holding they expect. Answer from your discovery call notes.
See the complexity
The tool grades the client straightforward, moderate or complex, and shows which factors pushed it there: payroll, merchant processors, multiple locations, months behind, cleanup depth.
Get the numbers
A monthly range with a suggested starting quote, catch-up and cleanup priced separately, a setup fee, and a plain-English explanation of how the fee was built.
A look inside the tool
The other half of the job
Then it tells you exactly what to request.
Every assessment ends with an onboarding checklist built from your answers, so a client with payroll and sales tax gets a different list than a sole proprietor with one bank account. Copy it straight into your welcome email.
Meet the creator
Hi, I'm Tori.
I'm a Certified Professional Bookkeeper and the owner of Lakeside Accounting, with more than 15 years of experience in bookkeeping, accounting and tax.
I built this tool because pricing is only one part of taking on a new client. You also need to understand the work involved, decide whether the client is a good fit, and know exactly what to request to get started. Good pricing doesn't just protect your income. It protects your time, your capacity and the quality of your work.
Full access · one time
Pay once. Price unlimited clients. No subscription, no per-client fee.
Get the tool30-day refund, no questions asked.
What you get
✓Full six-step client assessment
✓Complexity grade with the reasons behind it
✓Recommended monthly range and starting quote
✓Catch-up and cleanup priced separately
✓Setup and onboarding fee recommendation
✓A custom onboarding document checklist
✓Use your own base rates instead of the defaults
✓Save, print and reuse past assessments
Before you buy
Is this a spreadsheet?
No. It runs in your browser, on a laptop or a phone. Nothing to download and no formulas to maintain.
Can I use my own rates?
Yes. Switch to your own base rates any time instead of the defaults.
I'm brand new. Is this too advanced?
No. If you're not sure what to charge yet, leave the pricing guidance on and the tool walks you through it.
Will it tell me the right price?
It gives you a well-reasoned starting point and shows how it got there. Pricing still depends on your experience, location and scope, so review every recommendation before you quote.
How do I get access?
Right after checkout you'll get the link on screen and by email. Bookmark it and use it for every new client.
This tool provides educational pricing guidance only. Pricing varies based on experience, location, scope of work, client complexity, market conditions and individual business decisions. It does not provide legal, tax, accounting, payroll or regulatory advice.