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
Table of Contents
Accountant & Bookkeeper Websites - Should you Show Your Pricing? Bookkeeping Business
| startTime | durationTime | text |
| 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 |
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