A bookkeeper is unsure how to price a service where the client wants to be actively involved in the bookkeeping process, requiring teaching and review, which is more labor-intensive than doing it herself.
Existing bookkeeping software does not handle pricing for collaborative, teaching-oriented engagements; there's no built-in way to charge for client involvement or review of client-performed work.
Workarounds Described
- Charging base rate plus hourly for teaching during cleanup
- Considering charging higher monthly fee for review instead of doing work herself
- Using generalized hourly billing for teaching instead of purpose-built feature
Implied Software Gaps
- A built-in feature to track teaching time and automatically generate invoices for client education
- A review and approval workflow with task tracking for client-performed entries
- Pricing calculator that recommends markup for review-only versus full-service engagements
CoachBooks
CoachBooks is a collaborative bookkeeping platform that enables bookkeepers to teach clients how to manage their own books while still providing oversight. It combines screen sharing, guided workflows, and review checklists with flexible billing models (hourly teaching rates, per-review fees, or premium monthly plans) to ensure bookkeepers are compensated for their extra time. This solves the pricing dilemma by automating the calculation of fair charges based on time spent and complexity.
- Hourly tracking for teaching sessions with automatic billing at differentiated rates
- Review workflow with checklists and client task tracking
- Secure screen sharing and annotation tools within the platform
- Built-in pricing calculator that compares full-service vs. review-only pricing
Existing Solutions Mentioned
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