04/19/2018 Pricing Tips for Bookkeepers

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QBOchat
Thu, Apr 19 2018 20:16:09

4/19/2018 QBOchat

Pricing Tips for Bookkeepers

  1. Welcome everyone to #QBOchat. Please introduce yourselves to the group -> Name, location & name of biz.
  2. #QBOchat is a weekly tweetchat about QuickBooks Online, the best in class accounting platform for #smallbiz
  3. Today, we're chatting about Pricing Tips for Bookkeepers. #QBOchat https://t.co/cUff9xxAW9

    Today, we’re chatting about Pricing Tips for Bookkeepers. #QBOchat pic.twitter.com/cUff9xxAW9
  4. Hi everyone! Nicole here with Circulus in snowy Chicago – yes we woke up to snow again! #qbochat
  5. @QBOchat Hi #QBOchat family!! It’s been a busy busy couple weeks but I am back!!! Alex with TSheets by QuickBooks here in sunny Boise, ID!
  6. @insynq @laurenatinsynq The sun! She’s back! Loving this weather as well 🙂 #QBOchat
  7. @tsheets Hey Alex!!! Got any interesting pics to share? Like the ones you’ve shared on FB? #QBOchat
  8. @QBOchat Hi all! Alan here with Avalara. Hope everyone is feeling a wee bit of relief now that tax day has passed! #QBOchat
  9. @QBOchat Valerie from Intuit, tweeting from IL! Happy to join you all today. I’ve missed you! #qbochat
  10. @tsheets That was my exact expression when I looked out this window this morning! #qbochat
  11. Hi, Everyone! ?

    Morgan w/ ClockShark pulling up from sunny Chico, CA! Excited to be back from Ohio and here for another #QBOchat : I missed last week. ?

    Show me the GIFs!!! pic.twitter.com/VhEwt5mxSH

  12. @QBOchat Oh you bet I do!! Let me hop onto my phone really quick to share them!! 😉 #qbochat
  13. I’ve been working on stuff for my QBO Month End Masterclass today. I’m so excited about it!! It starts Monday, so there’s still time to sign up!  http://bit.ly/2HvFPpb  #QBOchat
  14. @avalara @QBOchat Hey There, Alan! ? So delighted tax season is over: I volunteered w/ VITA this year in Chico and learned a lot!

    Hope you’re doing great! #QBOchat

  15. Hey everybody! Tiffany with Share a Refund checking in. Happy Thursday! #QBOchat
  16. #QBOchat hi all! Kelly here with Totally Booked …tweeting from rainy NYC. ?
  17. The first question is right around the corner, remember to use A1, A2, etc when answering a question. #QBOchat
  18. Q1: What are your biggest struggles when it comes to pricing your bookkeeping services? #QBOchat https://t.co/JdKp6YwT4b

    Q1: What are your biggest struggles when it comes to pricing your bookkeeping services? #QBOchat pic.twitter.com/JdKp6YwT4b
  19. So I have some exciting news! Easter weekend my husband and I announced that we will be adding a mini QBOChatter to the family this October! #QBOchat pic.twitter.com/8G0VvOxZZzhttps://t.co/8G0VvOxZZzpic.twitter.com/8G0VvOxZZz
  20. Hi Everyone! Ufuoma with Goshen Bookkeeping & Consulting from ATL #qbochat
  21. Hi everyone. A bit late to the party. Audrey checking in from Toronto. #QBOchat
  22. Greetings to #QBOChat from Brent Blackburn here in Utah, owner of Biz Boioks Cloud LLC
  23. #SponsorShoutout to @DocuSendMail. DocuSend is the cost-effective way to streamline mailing of invoices and estimates. https://t.co/QuzMlSToSY #QBOchat https://t.co/pPU7kAcoGj

    #SponsorShoutout to @DocuSendMail. DocuSend is the cost-effective way to streamline mailing of invoices and estimates.  http://bit.ly/2q8t8Jt  #QBOchat pic.twitter.com/pPU7kAcoGj
  24. Kathy Grosskurth with Bookkeeping Clean and Simple and right down the road from Ufuoma with @goshbookkeeping and I’m still waiting for my daughter to call me… #QBOchat pic.twitter.com/4OAbJGq3qd
  25. So I am going to vent here same as I did on Facebook #qbochat
  26. @sharearefund Thanks for asking, Tiffany! It went exceptionally well: here is the launch video if you’re interested in watching a came of yours truly. ? #QBOchat

     https://www.youtube.com/watch?v=pR8XEO6WPzE 

  27. @BizBooksCloud Woot-Woot, Brent! Great to see you as always! 🙂 #QBOchat
  28. Intuit is changing the format of invoice emails in phases to a format that makes those who have done our own formats look like crap #qbochat
  29. Q2: Which type of pricing strategy do you prefer? Any why? (a) Hourly (b) Fixed (c) Value #QBOchat https://t.co/d28ywVRNpT

    Q2: Which type of pricing strategy do you prefer? Any why? (a) Hourly (b) Fixed (c) Value #QBOchat pic.twitter.com/d28ywVRNpT
  30. A2: I usually do fixed price, but I have been doing some hourly projects recently. #QBOchat
  31. Erin with JCCS in Whitefish, MT today! Running so late!! #QBOchat
  32. @getclockshark The feature looks great! Also, love the official Clock Shark ? shirts. #QBOchat
  33. Because of this took 4 hrs to do the 10 minute job of sending my client’s invoices in a presentable format w/o the payment button #qbochat
  34. @QBOchat Thanks! Glad to be a sponsor. Hope we can make small businesses more efficient by mailing their invoices for them!
    #QBOChat
  35. A2: I prefer fixed and value pricing with the option to do additional add-on pricing #qbochat
  36. Q3: Do you routinely check your profitability on clients? #QBOchat https://t.co/5GkXBWt5gP

    Q3: Do you routinely check your profitability on clients? #QBOchat pic.twitter.com/5GkXBWt5gP
  37. A2: We do a combination of hourly and value though we are actively working to move everything to value pricing! #QBOchat
  38. A3 Absolutely not, that would require keeping track of my time 🙂 #qbochat
  39. @sharearefund Thanks! We are excited to add it to our sweet suite of time tracking tools! ?

    With respect to the official ClockShark swag, please inbox @getclockshark w/ your size & address, and we’ll “share a t-shirt”. ? #QBOchat

  40. @BizBooksCloud My thought is that the bigger the practice, the more you should be tracking profitability on clients. #QBOchat
  41. Makes sense RT @QBOchat My thought is that the bigger the practice, the more you should be tracking profitability on clients. #QBOchat
  42. OK she finally called but she just wanted to go eat somewhere – not an emergency #QBOchat pic.twitter.com/FdBG3ZUICY
  43. @getclockshark You guys are the best and get a high five ?? for being awesome! Or should I say high fin? #badatjokes #QBOChat
  44. Q4: What tools or Apps do you use to help manage your pricing and profit margins? #QBOchat https://t.co/jQURtTHxPZ

    Q4: What tools or Apps do you use to help manage your pricing and profit margins? #QBOchat pic.twitter.com/jQURtTHxPZ
  45. A4 no calculations, that isn’t value pricing. I used to try to do three-tier pricing, but it was too much work, so I do QBO quotes #qbochat
  46. A4 I do file check ups and charge for those to gauge the scope of the work and that helps me with price quotes #QBOchat
  47. For those that value price, how do you go about determining the price? Any specific methodology? #QBOchat
  48. Q5: What are some common mistakes that practitioners should avoid when pricing their bookkeeping services? #QBOchat https://t.co/kS249UbXR9

    Q5: What are some common mistakes that practitioners should avoid when pricing their bookkeeping services? #QBOchat pic.twitter.com/kS249UbXR9
  49. #SponsorShoutout to @ReceiptBank which quickly syncs data from your receipts and bills to cut down on data entry. #QBOchat https://t.co/HxjotGOAhm https://t.co/FsrQdTDrZg

    #SponsorShoutout to @ReceiptBank which quickly syncs data from your receipts and bills to cut down on data entry. #QBOchat  http://bit.ly/2EpJ6Hx  pic.twitter.com/FsrQdTDrZg
  50. Rollin’ in extra late for today’s #QBOchat! Barb with @mydryrun out of #yeg Edmonton AB! Hi everyone!
  51. A5 Not knowing what the scope of the work would be before offering a quote. I’ve also started asking about the clients budget to see if it’s within the $ ballpark to negotiate and coupled with file check up provides good basis for quote #QBOchat
  52. Q6: How do you communicate price during your sales process? #QBOchat https://t.co/aH2zU7bPxX

    Q6: How do you communicate price during your sales process? #QBOchat pic.twitter.com/aH2zU7bPxX
  53. @travelbankhq What does that have to do with our conversation today? #QBOchat
  54. Is it me or is everyone just a little burnt out still from tax season? #QBOchat
  55. Q7: How do you communicate with clients when you plan to change your initial price? #QBOchat https://t.co/yqm6M8tE59

    Q7: How do you communicate with clients when you plan to change your initial price? #QBOchat pic.twitter.com/yqm6M8tE59
  56. Yeah, I have been trying to participate but I find the energy lacking, probably quite a few on break now too #qbochat
  57. A6 As part of my onboarding process during the free initial phone consult I tell them what I charge for file check up and share the purpose as well as the benefits them. Usually that portion of the call reveals if they are shopping for price or not #QBOchat
  58. A7 I haven’t done this lately but I have a customer who I will jack rates up at year end when contract expires and hope she will either pay up or leave because she’s become a real PITA #QBOchat
  59. Q8: Do you routinely increase prices every year? What is your strategy in implementing that change? #QBOchat https://t.co/VCxB9h1sY5

    Q8: Do you routinely increase prices every year? What is your strategy in implementing that change? #QBOchat pic.twitter.com/VCxB9h1sY5
  60. @QBOchat Sorry I have not chimed in- got pulled away! Value Pricing is a win-win for clients and firms when done correctly. But there’s a lot to consider, of course. I can say that as a consumer, hourly rates give me anxiety and I love having options & transparency. #qbochat
  61. #QBOchat sorry guys…I was driving… A8… I tend do a price increase as scope increases. If the scope increases before the end of the year then so be it, if not I wait until we’re a year into our relationship then send the price increase letter
  62. @vheckman I’ve had success with hourly pricing once a client gets to know me and what all I do. The company is growing and changing so fast that this pricing was the best fit. #QBOchat
  63. Of course, as soon as I hop on late, I get pulled away again! Have to head to a client meeting, but hope everyone made it through Tax Season and that you all have wonderful weekends! #QBOchat
  64. #QBOchat I value or flat rate price all the way…. I did away with hourly pricing last year, even on clean up work. I study their file well and have a checklist I use to make sure all my bases are covered.
  65. Have a wonderful weekend everyone!! It was nice chatting 🙂 #qbochat
  66. Q8 I don’t jack up prices every year, but on certain PITA clients I’ve done so and they will either leave or comply. #QBOchat
  67. @QBOchat I can imagine there are times where one model might not work well for the client/ project. What do you do when something takes 1/2 the time you expected? from what I have seen, value/fixed helps firms automate, increase efficiency without impacting profit #qbochat
  68. That’s it for this week’s #QBOChat, thanks for taking the time to tweet with us!
  69. Next week’s topic is: New App Intros. Schedule it on your calendar now! #QBOchat
  70. Remember to sign up for our newsletter to get the most up-to-date news on #QuickBooks and #QBOchat.  http://bit.ly/2nJVXIC 

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#QBOchat began in July 2013 with the simple idea to host a weekly Twitter conversation around QuickBooks Online (QBO). We have since grown into a very strong community comprised of a diverse group of users. Our weekly tweet chat is held each Thursday at 3:00PM Eastern. The discussions cover a wide range of topics including QBO’s latest features and updates, business operation tips and apps that integrate with QBO, to name just a few.

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