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Pricing & New Client On-boarding tips for new accountants and bookkeepers

I get this questions all the time:

“I am just starting my accounting/bookkeeping business… What is the proper way to onboard a new client and how do I price my services?” 

While I don’t have the right answers, I do have some ideas on how I would suggest you go about approaching this, I have severa videos on this topic (and related topics)


Also, you can check out these articles:

Value Pricing: Creating Service Packages & Pricing Options

Value Creation and Pricing your Accounting Services

Helping you get your books “caught up”

Starting a Bookkeeping Business

How can I know if my books (financial statements) are “accurate”?

What is a “tax return ready” financial statement?


If you are serious about your Bookkeeping business watch all those videos and read all those articles, I have poured 10 years of experience in this business in all those, I hope it helps you.

If you are interested in learning how to PRICE your services. Take my full course: for $250 it will be accompanied by a live 3-hour webinar on Nov 2nd, 2018. It is the best resource I have available to offer.

Hector Garcia

Hector Garcia

Use our link to get 30% off for a year, valid through 07/31/2022

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