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Accountant & Bookkeeper Websites - Should you Show Your Pricing? Bookkeeping Business

Published on: December 6 2022 by FeedbackWrench

Accountant & Bookkeeper Websites - Should you Show Your Pricing? Bookkeeping Business

Accountant & Bookkeeper Websites - Should you Show Your Pricing? Bookkeeping Business

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00:00:00 00:00:05 hey guys rob satcher and feed background
00:00:02 00:00:07 we do websites paid ads seo for small
00:00:05 00:00:09 businesses construction companies but
00:00:07 00:00:11 accountants and we help people start and
00:00:09 00:00:13 build and drive tons of high retainer
00:00:11 00:00:15 outsourced accountant content right like
00:00:13 00:00:17 and subscribe to this channel if you're
00:00:15 00:00:19 an accountant you're an entrepreneur a
00:00:17 00:00:20 small business owner we tok about how
00:00:19 00:00:22 to actually move the needle i've started
00:00:20 00:00:24 from scratch to businesses and this one
00:00:22 00:00:25 what i'm going to tok about is should
00:00:24 00:00:27 you put your pricing
00:00:25 00:00:29 on your accounting website how should
00:00:27 00:00:30 you list out your prices if you're a
00:00:29 00:00:32 bookkeeper
00:00:30 00:00:34 if you're a tax professional if you're a
00:00:32 00:00:35 cpa firm or if you're an accountant and
00:00:34 00:00:38 i just want to frame up that the goal
00:00:35 00:00:39 will be that you actually have
00:00:38 00:00:41 people
00:00:39 00:00:43 book with you and that you can do what i
00:00:41 00:00:45 call the outsourced accountant model so
00:00:43 00:00:47 check out my website in my outsourced
00:00:45 00:00:49 accountant it's not mine but i made it
00:00:47 00:00:50 up on my own without any help
00:00:49 00:00:53 now lots of people do it but basically
00:00:50 00:00:55 what you do is you do a big stack of
00:00:53 00:00:56 value all together where you clean up
00:00:55 00:00:58 the books you do the books you do the
00:00:56 00:00:59 payroll you set up the payroll you do
00:00:58 00:01:03 the proactive tax planning and what
00:00:59 00:01:06 you're really delivering is tax savings
00:01:03 00:01:08 engaged proactive
00:01:06 00:01:10 bookkeeping and accounting and then
00:01:08 00:01:11 helping them actually do things to
00:01:10 00:01:13 manage their business better and lower
00:01:11 00:01:15 their taxes number two you save them
00:01:13 00:01:18 time let's just be frank you can get
00:01:15 00:01:20 done in one minute what takes an amateur
00:01:18 00:01:23 bookkeeper 25 minutes and when an
00:01:20 00:01:25 amateur bookkeeper does it they make a
00:01:23 00:01:26 mess they ruin things that you have to
00:01:25 00:01:28 fix at the end of the year and then
00:01:26 00:01:30 instead of focusing on actually
00:01:28 00:01:31 analyzing their stuff you're making
00:01:30 00:01:33 journal re-entries and you're fixing
00:01:31 00:01:35 their nonsense that they broke they
00:01:33 00:01:37 shouldn't do that so number two you're
00:01:35 00:01:39 gonna save them time you're gonna do it
00:01:37 00:01:41 right you're gonna establish pristine
00:01:39 00:01:43 financials that when they go to borrow
00:01:41 00:01:45 when they go to sell when they find an
00:01:43 00:01:47 investor or even if they're just trying
00:01:45 00:01:49 to manage their business and scale they
00:01:47 00:01:50 have numbers that make sense right and
00:01:49 00:01:52 then number three you're gonna keep them
00:01:50 00:01:54 compliant these guys do all sorts of
00:01:52 00:01:55 stupid stuff not only do they overpay in
00:01:54 00:01:57 taxes because they can't figure out the
00:01:55 00:01:58 invoicing with the revenue hitting the
00:01:57 00:02:00 bank account and then they overstate
00:01:58 00:02:02 revenue all those mistakes but they also
00:02:00 00:02:03 make some really dumb mistakes right
00:02:02 00:02:05 they write off
00:02:03 00:02:08 they always buy gas with their card or
00:02:05 00:02:10 they make just foolish mistakes you
00:02:08 00:02:11 gotta prevent that form so
00:02:10 00:02:13 that's the best model and i'm gonna show
00:02:11 00:02:15 you what should you be doing when it
00:02:13 00:02:17 comes to putting the pricing of your of
00:02:15 00:02:18 your services and this is the approach
00:02:17 00:02:20 that we take so if you build a website
00:02:18 00:02:22 with us you're gonna see this now i'm
00:02:20 00:02:25 gonna show you this website and i think
00:02:22 00:02:27 this gal is just fantastik
00:02:25 00:02:28 so this is catrell she's based out of
00:02:27 00:02:32 cleveland ohio this is a brand new
00:02:28 00:02:34 website we just built i absolutely love
00:02:32 00:02:36 her website i love her and what she's
00:02:34 00:02:38 doing it's great so we got all sorts of
00:02:36 00:02:39 content here great looking website so
00:02:38 00:02:41 are you missing out because you don't
00:02:39 00:02:43 have let's tok about the pricing page
00:02:41 00:02:44 though so if you look through this we
00:02:43 00:02:46 got a lot of great content so here's
00:02:44 00:02:48 what's all included in her outsourced
00:02:46 00:02:49 accounting model we read through this
00:02:48 00:02:51 we'll clean up your books provide an
00:02:49 00:02:53 in-depth analysis so it's kind of my
00:02:51 00:02:54 list that i reword um but this allows
00:02:53 00:02:56 her to go through here then we have a
00:02:54 00:02:58 little system that shows off her current
00:02:56 00:03:00 clients as she gets more testimonials we
00:02:58 00:03:03 can upload those in there as you go down
00:03:00 00:03:05 she's got her lead magnet that we're um
00:03:03 00:03:07 that we can use to drive and actually
00:03:05 00:03:09 get people to sign up for her newsletter
00:03:07 00:03:11 um you know the three big value
00:03:09 00:03:13 propositions what she delivers business
00:03:11 00:03:15 taxes return made easy lowered taxes
00:03:13 00:03:17 pristine financials you look at all this
00:03:15 00:03:19 right then we have a services system
00:03:17 00:03:21 inside of this website right so every
00:03:19 00:03:23 service gets its own website or its own
00:03:21 00:03:25 page and essentially what happens we got
00:03:23 00:03:28 value stack to like deliver what's most
00:03:25 00:03:30 important we have some long form content
00:03:28 00:03:32 that helps you rank in seo we have some
00:03:30 00:03:34 calls to action another call to action
00:03:32 00:03:36 and then you can get through and find
00:03:34 00:03:38 out more about other services so as you
00:03:36 00:03:40 go to these services these end up being
00:03:38 00:03:43 used in all sorts of google ads they get
00:03:40 00:03:44 used all over the place um and then
00:03:43 00:03:47 ultimately what you're gonna find is
00:03:44 00:03:48 that this helps you rank an seo it helps
00:03:47 00:03:51 you deliver and communicate let's hit on
00:03:48 00:03:52 the pricing real quick so in her pricing
00:03:51 00:03:54 here's what i think you should do so
00:03:52 00:03:57 listen real quick
00:03:54 00:03:59 we'll come back to this
00:03:57 00:04:02 when you get folks looking at lists of
00:03:59 00:04:04 prices you've got them in the weeds
00:04:02 00:04:06 what do i mean by that
00:04:04 00:04:08 they're now toking about what they're
00:04:06 00:04:10 getting and how much it costs and
00:04:08 00:04:12 they're losing
00:04:10 00:04:15 value thinking okay
00:04:12 00:04:17 and the best thing that you can do
00:04:15 00:04:18 is to keep people focused on what
00:04:17 00:04:20 they're getting so if i go to this
00:04:18 00:04:23 website the best thing she can do is
00:04:20 00:04:25 keep people focused on whatever price
00:04:23 00:04:26 i'm about to show you
00:04:25 00:04:28 i'm going to clean up your books and
00:04:26 00:04:29 establish a perfect chart of accounts
00:04:28 00:04:30 and ensure that you set a price i'm
00:04:29 00:04:32 going to provide an in-depth analysis
00:04:30 00:04:34 for your taxes your financial situation
00:04:32 00:04:36 and accounting system i'm going to help
00:04:34 00:04:37 create a comprehensive tax reduction
00:04:36 00:04:38 plan for the current year and for the
00:04:37 00:04:40 future i'm going to provide excellent
00:04:38 00:04:42 bookkeeping every month we're going to
00:04:40 00:04:44 help you set up the best payroll and we
00:04:42 00:04:46 can even run it for you or equip your
00:04:44 00:04:47 staff to do it we'll pay in your taxes
00:04:46 00:04:49 throughout the year according to the tax
00:04:47 00:04:51 plan and eliminate the surprises we'll
00:04:49 00:04:53 provide monthly or quarterly reports
00:04:51 00:04:55 we'll meet before the end of the year
00:04:53 00:04:57 and the result is going to be that you
00:04:55 00:05:00 gain time and efficiency pristine
00:04:57 00:05:03 financials and lowered taxes
00:05:00 00:05:05 we want them thinking about that
00:05:03 00:05:07 rather than well i don't want this
00:05:05 00:05:10 feature and i don't want that feature
00:05:07 00:05:12 and not only do we want them away from
00:05:10 00:05:14 the weeds looking at exactly like i
00:05:12 00:05:15 don't want that part and i don't want
00:05:14 00:05:17 that part because it gets away from
00:05:15 00:05:18 value but it also
00:05:17 00:05:20 gets them
00:05:18 00:05:22 um
00:05:20 00:05:24 starting to get away from like what will
00:05:22 00:05:26 help your business run well when you
00:05:24 00:05:28 integrate all these your life is made
00:05:26 00:05:29 easy if you do the books the books are
00:05:28 00:05:31 good you can do the tax planning if you
00:05:29 00:05:32 can do the tax funding you can pay in
00:05:31 00:05:34 the taxes if you can pay in the taxes
00:05:32 00:05:36 you can keep them according to plan if
00:05:34 00:05:38 you do all that the tax return is made
00:05:36 00:05:40 simple and not only that
00:05:38 00:05:41 you should force them onto your
00:05:40 00:05:43 bookkeeping system which is usually
00:05:41 00:05:46 quickbooks force them onto your payroll
00:05:43 00:05:48 system and by force i just mean provide
00:05:46 00:05:50 leadership and get them there so that it
00:05:48 00:05:52 can be your smooth running operation
00:05:50 00:05:55 because let's just face it for the most
00:05:52 00:05:57 part whether you did adp or paychecks or
00:05:55 00:05:58 whatever they're all pretty close
00:05:57 00:06:00 there's no reason why you can't just put
00:05:58 00:06:02 them on so here's how i like to do
00:06:00 00:06:04 pricing okay so you got small
00:06:02 00:06:06 medium large right
00:06:04 00:06:09 um so we've got solopreneur small
00:06:06 00:06:11 business scaling business and then i
00:06:09 00:06:13 like to show off buckets of pricing and
00:06:11 00:06:16 so what that does is it allows you and
00:06:13 00:06:18 it empowers you to just go do you have
00:06:16 00:06:20 low levels of complexity middle levels
00:06:18 00:06:22 of complexity or increased complexity
00:06:20 00:06:24 do you have one to three employees three
00:06:22 00:06:26 to 15 employers or you want a staff
00:06:24 00:06:28 alternative do you like quarterly cfo
00:06:26 00:06:29 meetings monthly cfo meetings all right
00:06:28 00:06:31 it's just
00:06:29 00:06:33 how much messing around are you gonna do
00:06:31 00:06:36 for this customer oh i better get going
00:06:33 00:06:38 here i will decline that um
00:06:36 00:06:40 so the reason why i like doing these
00:06:38 00:06:42 buckets what this does is it keeps them
00:06:40 00:06:44 out of the keeps them out of the weeds
00:06:42 00:06:47 keeps them focused on value and it
00:06:44 00:06:48 empowers you to really do an analysis so
00:06:47 00:06:50 this is all predicated on doing and this
00:06:48 00:06:52 is the last part there's three steps
00:06:50 00:06:53 that you do you always connect with
00:06:52 00:06:55 people where you find out what they do
00:06:53 00:06:57 find out if they're interested then you
00:06:55 00:06:59 do an analysis when you do the analysis
00:06:57 00:07:01 get your pause on that tax return get
00:06:59 00:07:03 your self added into their quickbooks so
00:07:01 00:07:05 you can see how big of a mess they have
00:07:03 00:07:07 right and and then what you do is you
00:07:05 00:07:09 come to them and you show them hey i
00:07:07 00:07:11 looked at your books i looked at your
00:07:09 00:07:12 taxes and there's a couple of things
00:07:11 00:07:15 that i would do here another thing when
00:07:12 00:07:17 you're toking value is um so this is a
00:07:15 00:07:19 tool that we use a lot right so if you
00:07:17 00:07:21 go to her website so this is cbw
00:07:19 00:07:23 accountant.com you go to should you be
00:07:21 00:07:25 in s corp and as you scroll down here
00:07:23 00:07:26 this is just a simple tool to illustrate
00:07:25 00:07:29 it's not perfect
00:07:26 00:07:31 illustrate the before and after of
00:07:29 00:07:33 becoming an s corp and you can use this
00:07:31 00:07:35 to just highlight hey you made a hundred
00:07:33 00:07:36 thousand bucks you know originally you'd
00:07:35 00:07:38 be paying fifteen thousand three hundred
00:07:36 00:07:40 or fifteen point three percent in
00:07:38 00:07:42 self-employment taxes let's just say we
00:07:40 00:07:45 became an s corp and you could justify
00:07:42 00:07:48 that you take a 50 s corp um all of a
00:07:45 00:07:50 sudden we'd be saving 7 600
00:07:48 00:07:52 when it comes to pricing and positioning
00:07:50 00:07:54 pricing you want to show them this you
00:07:52 00:07:56 want to show them the taxes you'll save
00:07:54 00:07:58 them you want to show them everything
00:07:56 00:08:00 that they're going to get and then you
00:07:58 00:08:03 want to hit on pricing so if they don't
00:08:00 00:08:06 see that and if they're not into seeing
00:08:03 00:08:08 everything that you're doing um
00:08:06 00:08:10 it's not good and what this will do is
00:08:08 00:08:12 it'll it'll equip you to say you know
00:08:10 00:08:14 what where i saw you at
00:08:12 00:08:16 looking at your books understanding how
00:08:14 00:08:18 big of a mess uh or it seems like you've
00:08:16 00:08:21 got this pretty dialed in i would
00:08:18 00:08:22 foresee i'd like you at 750 a month
00:08:21 00:08:23 because
00:08:22 00:08:24 you're a lot like a lot of our other
00:08:23 00:08:27 clients and i think that'd be great how
00:08:24 00:08:29 does that sound and when you stack the
00:08:27 00:08:31 tax savings with what they get with
00:08:29 00:08:33 empowering you to just build a quote
00:08:31 00:08:35 that's right for them i think this is
00:08:33 00:08:37 the best way to do pricing and stay away
00:08:35 00:08:39 from putting every price and every
00:08:37 00:08:41 detail of your pricing and all that
00:08:39 00:08:43 nonsense on there because all it does is
00:08:41 00:08:46 get you stuck good luck god bless if
00:08:43 00:08:48 you're a cpa firm big
00:08:46 00:08:50 medium or small and you want a website
00:08:48 00:08:53 that drives leads that actually helps
00:08:50 00:08:54 funnel folks to you communicates with
00:08:53 00:08:56 your small business owners your
00:08:54 00:08:59 construction folks your home services
00:08:56 00:09:00 businesses your tik startups your apps
00:08:59 00:09:03 your real estate agents your investors
00:09:00 00:09:05 whatever that is that's what we do we do
00:09:03 00:09:07 a great job good luck god bless and
00:09:05 00:09:09 please like and subscribe ask any
00:09:07 00:09:10 questions that you've got about starting
00:09:09 00:09:11 a firm growing from getting clients
00:09:10 00:09:14 whatever that looks like put them in the
00:09:11 00:09:17 client in the comments that'd be super
00:09:14 00:09:17 helpful take care