Free guide for accounting and bookkeeping firms

​From Fixed Fees to Mixed Fees

How accounting firms can protect margins, price technology properly and make repricing routine.

Fixed fees still have a place, but they shouldn’t hide changing software costs or expanding client scope. This practical guide shows how to keep pricing predictable while making technology costs transparent and reviewable.. 


     ✓ Move beyond accidental technology pricing.

     ✓ Compare three practical fee structures.

     ✓ Phase in changes without unnecessary                 friction.


Ebook from fixed fees to mixed fees
26 pages - Frameworks, Examples, Scripts and Checklists

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Turn pricing history into a clear, repeatable policy

Vendor prices rise. Discounts expire. Clients add users, entities and tools. When those costs are hidden inside one fixed fee, the firm typically absorbs the difference, and gradually loses margin.

Diagnose the blind spot

Find the software costs, expiring discounts, and scope changes quietly reducing margins.

Choose a pricing model

Compare bundle tiers, pass-through line items, and a defined technology subscription.

Build your default policy

Decide what is included, what is billed separately, and which changes trigger a review.

Roll it out clearly

Baseline the stack, structure invoices, update documents, and phase changes in with confidence.



Make the conversation easier

Separate service value from technology cost

"Your service fee covers our expertise and delivery. Your technology charge covers the tools. We review it annually and only adjust it if the underlying costs or your scope changes."

The guide includes a calm client script, answers to common questions, and practical timing for phasing the changes in.

WHO IS IT FOR

For firms that manage technology 
as part of service delivery

Designed for the people responsible for pricing, client experience, operations and margin.
01    Accounting and bookkeeping firm owners
02    Practice managers and operations leaders
03    Firms purchasing subscriptions for clients
04    Teams formalising annual pricing reviews

Start with ten clients

Make technology pricing transparent and repeatable

Get the final guide and use its audit, pricing models, rollout plan and practical checklist.

Get the free guide