The Undercharging Detector!

This quick quiz will help determine if you're charging the right amount for your bookkeeping and accounting services or if you are leaving money on the table by undercharging.

Please fill in your information below and click 'Next'.

Full Name *

Email *

Phone *

How do you currently price your bookkeeping/accounting services? *

⏱️ By the hour

🪜 Menu Pricing (Levels)

☝🏻 Finger in the Air

🔮 Gut Feel

🔢 Transactional Level

How confident are you that your current prices are profitable? *

😬 Not at all

😖 Slightly

🤔 Somewhat

😊 Very

😎 Extremely

How often do you feel stuck or uncertain when creating a proposal for a new client or reviewing existing clients? *

😫 All the time

😭 Most of the time

😥 Some of the time

💃🏻 Hardly ever

🥳 Never

When you give a prospective client a quote, how many proceed to sign up? *

25%

50%

75%

100%

How many clients do you currently have?

What is your average monthly fee per client?

Don't worry if this is an estimate, we're looking for an indication,

not your year-end accounts!

Roughly how many hours do you spend servicing each client per month?

Include the time you spend dealing with emails, calls, queries, corrections and other regular client work as well as the bookkeeping/accounting.

When did you last reprice your existing clients? *

Within the last 3 months

3–6 months ago

6–12 months ago

1–2 years ago

Erm… I can't remember!

When did you last review your general prices? *

Within the last 3 months

3–6 months ago

6–12 months ago

1–2 years ago

Erm… I can't remember!

Do you ever reduce your initial fee quoted? *

Absolutely not!

Rarely, only for strategic clients

If the client haggles..

Sometimes, if the work seems easier than the price quoted

Often, even before the client has asked!

What’s the biggest challenge you face right now? *

Working too many hours

Not enough money

Too many clients

Not enough clients

Don't know what to charge