The Practice Pricing Pack
20 prompts for moving off the hourly — pricing by how much work a client actually generates rather than by their turnover, and the repricing conversation that does not open with an apology.
Key Capabilities & Features:
- •Pricing by client mess rather than by turnover, since a tidy large client takes less work than a chaotic small one and almost no fee scale reflects that
- •The gap separated into its three causes — volume, scope and mess — because those need genuinely different conversations
- •A second route that holds the fee and changes what generates the work, which is often better received and recovers more margin
- •A keep-or-release verdict, since some clients are not worth having at a corrected price
This is one section of The Bookkeeping Practice Field Manual. The full toolkit adds 7 more sections and 132 prompts in total for $43.
See the full toolkitOne-time payment • Lifetime access & future updates
What's Inside
1 modules20 promptsEvery module below is included in the single purchase.
- 1
Pricing & Scope
20 promptsMoving off the hourly, pricing by client mess rather than by turnover, the fixed fee that stops working, and repricing a client whose business has changed.
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Technical Specifications
Architecture & System Overview
Bookkeeping fees are set against the size of the client's business. The work is set by the state of their records. Those two things have very little to do with each other, and the gap between them is where a practice's profit goes.
This is the Pricing & Scope section of The Bookkeeping Practice Field Manual, sold on its own — 20 prompts for practitioners who are fully booked and underpaid.
The central prompt works out what you are really earning per hour on a given client, then separates the shortfall into three causes. More transactions, more services absorbed, or more mess. Those need different conversations: volume and scope growth are easy to justify to a client, and mess is not, because telling someone their records are disorganised is a criticism however carefully phrased.
So there is a second route that most practices never consider — hold the fee and change what generates the work. A receipt capture app, a rule about how records arrive, a cut-off date. That is frequently better received than a price rise and occasionally recovers more margin.
And the repricing script does not open with an apology, because an apology invites a negotiation about something that is arithmetic.
If you also need onboarding, records chasing, queries, deadline triage, advisory conversations or disengagement, the full toolkit covers all eight areas.
Compare with Similar AI Templates
| Specification | ||||
|---|---|---|---|---|
| Customer Rating | 4.91(19) | 4.9(40) | 4.92(31) | 4.94(38) |
| AI Models | GPT-5, Claude Opus 5, Gemini 3.7 Flash | GPT-5, Claude Opus 5, Gemini 3.7 Flash | GPT-5, Claude Opus 5, Gemini 3.7 Flash | GPT-5, Claude Opus 5, Gemini 3.7 Flash |
| Formats Included | PDF Prompt Pack | PDF Prompt Playbook | PDF Swipe File | 64-Page PDF Playbook + 22 Worksheets |
| Lifetime Updates | Yes | Yes | Yes | Yes |
| Creator Rating | Ben Okafor (98.1%) | Dr. Lucas Vance (99.2%) | Dr. Lucas Vance (99.2%) | Dr. Lucas Vance (99.2%) |
Prompt Architect & Author Spotlight
Works with small operations teams on scheduling, suppliers and the paperwork that decides whether a busy month is a profitable one.
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Verified User Feedback
My smallest client was costing me money
Turnover a fraction of my largest, twice the hours. I had priced off a scale for eleven years and never once checked what any of them actually earned.
Changed the inputs instead of the price
Receipt capture plus a cut-off date. Same fee, roughly a third less of my time, and the client thinks I did them a favour.
Twenty prompts
It does one job. If chasing records is also eating your week, that is a separate pack or the full toolkit, which is what I should have bought.
Frequently Asked Questions
How does this relate to The Bookkeeping Practice Field Manual?
This is one section of The Bookkeeping Practice Field Manual, sold on its own for people who only have this problem. It contains the same 20 prompts as that part of the toolkit — nothing is held back or rewritten. If you need more than this one area, the full toolkit is $43 and covers 8 sections with 132 prompts.
Does it set my prices for me?
It works out what you are currently earning per client, identifies why the fee has drifted, and gives you a structure and the conversation. What you charge is a commercial decision it will not make for you, though it will tell you plainly when a client is unprofitable at any realistic fee.
Is this only for bookkeepers?
The mess-versus-size insight applies to most recurring professional services where clients vary wildly in how much work they generate. The examples and vocabulary are bookkeeping.
How is it delivered?
A PDF with all 20 prompts, delivered within 24 hours of purchase. Copy, fill in the bracketed variables, and paste into ChatGPT, Claude, or Gemini.