For bookkeepers
Your work is monthly and so are your clients’ bills. Charge a month at a time on their card, quote the catch-up as its own job, and stop chasing the people whose books you keep.
Paid like the work: monthly
A monthly fee on a card
A monthly offering is charged to your client’s card each month. A card that fails shows up on Today, and one tap sends your client a link to put in a new one.
The catch-up as its own price
Send an offer for the catch-up from the client’s row, with what it covers and a share due now. The monthly fee can start once the books are current.
What gets in the way
You reconcile a client’s accounts every month and then wait sixty days to be paid for it.
A new client’s first job is a catch-up year, priced nothing like a normal month.
Year end turns every client into an urgent one in the same two weeks.
Questions bookkeepers ask
Should a bookkeeper charge monthly or hourly?
Monthly, for ongoing clients. A fixed fee for a defined set of work is easier to sell, and you keep the benefit when you get faster at it.
How should a bookkeeper price catch-up work?
As a project, quoted from how many months are behind and how messy they are. Take part of it up front, because catch-up clients are the likeliest to stall.
What should a bookkeeping engagement letter say?
What you do each month, what the client sends and by when, what’s out of scope, and the notice either side gives to end it.
Your page on the first day
This is the consulting setup, and it’s what your page starts with. Change any of it where it appears.
- Clients can book from tomorrow onward.
- Moving or canceling is free up to 24 hours before.
- There are 15 minutes clear after every session.
- Before booking, your page asks: “What should I read before we talk?”
Your engagement letter opens with this: Advice is given in good faith on the information you share; decisions and outcomes stay yours.
What it doesn’t do for you
There’s no ledger, no bank feed and no access to your clients’ accounting software. The page holds the arrangement and gets you paid; the books stay where they are.
Others who start from the same setup
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