5-Step SOP for Pricing Bookkeeping Cleanup Work 🧾

Pricing cleanups is where most pros leave money on the table. Use this framework to stay profitable:

1️⃣ Base Fee – $250 minimum (no matter what).

2️⃣ Per Account – Add $50/account (bank, cc, PayPal, etc.).

3️⃣ Per Transaction – $0.50–$1/transaction needing recode.

4️⃣ Payroll Adjustments – +$150/month of payroll missing.

5️⃣ Sales Tax / Loans / Fixed Assets – $150–$200 each.

📊 KPI: Effective Hourly Rate (target ≥ $75/hr after cleanup).

📝 Next Action: Open your last cleanup quote, run it through this 5-step SOP, and compare. Did you undercharge?

Also check out my Beta Pricing Calculator app: iamaccountingcalculator.com

0 comments

skool.com/iam-ta-university-plus-2593

Tax pros, bookkeepers & accountants:

- Build a 6-figure virtual firm with weekly coaching

- Proven templates

- Systems to land premium clients

Leaderboard (30-day)