FOR BOOKKEEPERS WHO DO CLEANUP WORK
Every cleanup quote is a guess until you're three hours in.
Stop underpricing catch-up jobs. BookkeeperKit gives you a scoping question bank, a pricing calculator, and an engagement letter — built from how experienced bookkeepers actually price cleanups.
- Months behind
- 14
- Bank accounts
- 3
- Undisclosed accounts
- + 1 undisclosed
- Receipts tracked
- Estimated hours
- 34–46
You already know the feeling.
"Every file is different, and every quote is a guess until I'm three hours in."
So you either eat the hours or look like you're doing a bait-and-switch.
"The project quietly turns into archaeology and the client still thinks it's the same job."
Undisclosed accounts and missing statements blow past your number.
"I once quoted a cleanup and didn't think to ask if they wanted receipts tracked. Came out way behind."
One missed question can erase your whole margin.
The problem was never the work. It's scoping the work before you commit to a price.
A system for pricing cleanups with confidence.
The Scoping Question Bank
48 questions across 4 phases — discovery call, records census, mess assessment, scope & expectations — so nothing gets missed before you quote.
The Complexity & Pricing Calculator
A spreadsheet: enter how messy the books are, get an hours range plus three ready pricing models — fixed fee, per-year, hourly-capped.
The Engagement Letter Template
With a re-scope trigger and a "stop-loss" clause so undisclosed problems become new scope, not lost hours.
Three steps. One afternoon.
Scope it.
Walk the discovery call with the 48-question bank so nothing hides.
Price it.
Drop the answers into the calculator, get an hours range and three pricing models.
Sign it.
Send the engagement letter with a built-in re-scope trigger. Done in an afternoon, not a guess.
Built from how bookkeepers actually price this work.
Every question, weight, and clause came from real discussions among working bookkeepers — the fixed-fee camp, the paid-diagnostic camp, the hourly-capped camp — distilled into one system.
I used to eyeball cleanup quotes and eat the overage. Ran my last three through the calculator — every one came back higher than my gut, and I actually got paid for the hours.
The stop-loss clause paid for the kit on the first job. The client had two accounts they'd forgotten about — it became a change order instead of my problem.
I stopped giving a number on the discovery call. “I'll scope it and send a real figure” is my whole close now — way fewer jobs that turn into archaeology.
Priced like a tool, not a course.
You don't need a course. You need the tools.
BookkeeperKit — Complete
- The Scoping Question Bank — 48 questions, 4 phases
- The Complexity & Pricing Calculator — hours range + 3 pricing models
- The Engagement Letter Template — re-scope trigger + stop-loss clause
- Lifetime updates
- 30-day no-questions refund
One payment. Instant download. Pays for itself the first time you don't underquote.
Fair questions.
"I already have my own checklist."
This is the checklist you keep meaning to finish, plus the pricing math and the contract, in one place.
"Will this work for QuickBooks / Xero?"
Yes. The scoping logic is software-agnostic; examples reference QBO where relevant.
"Is this a course?"
No. It's tools you use on your next cleanup. No videos to sit through.
"What if it's not for me?"
30-day refund, no questions.
"Can I use the engagement letter as-is?"
It's a strong template; have your own lawyer review before using with clients.
Not ready? Grab the free Cleanup Red Flags one-pager.
The signs a cleanup is bigger than the client thinks — before you quote it.
No spam. Just the one-pager and the occasional cleanup tip. Or read the 12 red flags online.
Stop underquoting cleanups.
Scope the job, price it with a system, and put the risk in the letter — starting with your next discovery call.
Get the kit — $99One-time. Instant download. 30-day refund. 25 early-bird copies left at $99, then $149.