10/16/25 Onboarding & Pricing Your Bookkeeping Services for Clients

Get your onboarding system and pricing strategy locked in. This session is all about setting up smooth, professional workflows that make clients take you seriously — and building pricing that reflects your skill, time, and value.

🔸 We cover what really matters:
• How to create an onboarding experience that builds client trust
• What documents and tools to collect during onboarding
• How to set boundaries, timelines, and expectations from day one
• Sample onboarding checklists, forms, and automations
• Real-world pricing strategies for monthly bookkeeping
• Flat rate vs. tiered vs. value-based pricing — what works and when
• How to confidently present your pricing without undervaluing your work

🔸 Perfect for:
• Tax pros transitioning into bookkeeping services
• Bookkeepers tired of undercharging or customizing every quote
• Entrepreneurs offering services and needing a better client intake flow
• Admins or team members helping onboard clients

We’ll walk through sample workflows and real pricing structures that work — so you can stop second-guessing what to charge and how to onboard. You’ll leave this session with the confidence to present your offers clearly, set the tone from day one, and grow your monthly revenue with ease.