Price your expertise.
Account for delivery time, review work and when you expect to be paid for each engagement.
Browse bookkeeping service tools
What are you planning?
Set a price that covers your costs
Add up delivery costs and overhead, choose a margin, then check how many sales you need.
6 connected calculations02Plan your customer acquisition budget
Compare the cost of leads and new customers with the contribution each sale brings.
6 connected calculations03Plan for upcoming cash needs
Check cash reserves, expected payments and upcoming expenses to estimate any shortfall.
6 connected calculations04Check whether you can take on more work
Allow for non-billable time, then compare available hours with the workload you expect.
3 connected calculations05Keep a project inside its scope
Connect revisions, subcontract work and agreed changes to project contribution.
5 connected calculations06Price a retainer or subscription
Compare the work you have promised with the recurring revenue it will bring.
6 connected calculations07Collect before cash becomes tight
Measure collection time and the cost of late receipts or payment discounts.
4 connected calculations08Improve the margin you keep
Compare price, payment fees, sales mix and operational savings.
6 connected calculationsTools for bookkeeping service.
Target Margin Quote
Find a quote that retains the chosen margin after revenue-based commission.
pricingContribution per Sale
Find the amount a completed sale contributes toward fixed costs.
pricingMinimum Billable Rate
Calculate a rate floor using hours you can actually bill.
pricingOverhead per Sale
Spread a monthly fixed cost budget across completed sales.
pricingMaximum Affordable Discount
Find the discount boundary that still preserves an entered margin.
pricingPrice Increase Impact
Compare revenue after a price increase and assumed volume loss.
pricingScope Change Quote
Price a separately agreed change in scope.
pricingSubcontract Quote Margin
Check retained margin on work delivered by a subcontractor.
pricingBundle Price Floor
Price a package with shared setup costs.
marketingCustomer Acquisition Cost
Measure combined sales and marketing cost per new customer.
marketingExpected Contribution per Lead
Estimate first-sale contribution expected from a lead.
marketingBreak-Even ROAS
Find revenue return on ad spend needed to cover advertising from contribution.
marketingMarketing Contribution ROI
Compare attributed contribution with marketing cost.
marketingMissed Enquiry Opportunity
Model contribution associated with recovering missed enquiries.
marketingFollow-Up Improvement Value
Estimate the contribution change from a conversion improvement scenario.
marketingAcquisition Budget
Work backward from a customer target to a lead-spend scenario.
marketingFunnel Sales Forecast
Combine explicit funnel-stage assumptions into expected sales.
marketingReferral Incentive Economics
Check first-sale contribution after a referral incentive.
marketingAcquisition Payback Period
Estimate how long customer contribution takes to repay acquisition cost.
cashCash Runway
Estimate the time until cash is exhausted under constant net burn.
cashMonthly Cash Projection
Model a constant monthly cash movement over an entered horizon.
cashReceivable Collection Days
Estimate days of credit sales represented by average receivables.
cashWorking Capital Gap
Compare current assets with liabilities and a chosen buffer.
cashCustomer Deposit Gap
Estimate the pre-completion cash gap after a customer deposit.
cashEarly Payment Discount Cost
Compare a payment discount with the time it accelerates receipt.
cashLate Invoice Carrying Cost
Estimate an internal financing cost associated with delayed receipt.
cashSeasonal Cash Reserve
Plan an entered cash buffer for a low-demand season.
cashGrowth Funding Gap
Estimate working cash needed for a sustained sales increase.
capacityBillable Utilization
Measure the share of available time used for billable delivery.
capacityRequired Delivery Staff
Estimate whole staff equivalents required for a delivery target.
capacityRework Cost Exposure
Estimate direct cost exposure from repeat delivery work.
capacityDelivery Backlog
Translate confirmed work into a simple backlog duration.
capacityAutomation Payback
Estimate payback on an entered time-saving scenario.
retentionCustomer Retention Rate
Measure retained members of the starting customer cohort.
retentionContribution Lifetime Value
Estimate steady-state contribution lifetime value under constant churn.
retentionRenewal Revenue Scenario
Model renewal revenue from an eligible customer cohort.
retentionService Plan Contribution
Check contribution from a recurring service package.
retentionChurn Reduction Value
Estimate one-period contribution associated with lower churn.
operationsService Volume Break-Even
Estimate the completed sales needed to cover a fixed cost base.
pricingPayment Fee Gross-Up
Find the charge needed to retain a chosen amount after payment processing.
pricingSales Needed After a Discount
Find the volume needed to preserve contribution after lowering price.
pricingPrice Needed After Cost Inflation
Reprice work when supplier or delivery costs rise.
pricingTwo-Service Sales Mix Margin
Check how the mix of two services changes total contribution margin.
pricingSales Volume for Target Profit
Plan completed sales to cover overhead and an entered profit target.
pricingOwner Earnings per Hour
Include unpaid administration when evaluating what the business earns for its owner.
capacityFully Loaded Labour Cost
Convert staff cost into a delivery-hour cost for pricing.
capacityCapacity with a Contingency Buffer
Reserve delivery capacity for variability before promising work.
marketingAffordable Acquisition Spend
Set a contribution-based ceiling for first-sale acquisition.
marketingConversion Improvement Break-Even
Find the improvement needed to pay for a sales process change.
cashLargest Client Revenue Exposure
Measure the share of revenue dependent on one customer.
cashDays of Operating Cash
Translate cash on hand into days of average operating payments.
cashExpected Uncollected Revenue
Explore a collection-loss scenario before committing that cash.
operationsProfit from a Cost Reduction
Compare an operating saving with the cost of implementing it.
operationsError Prevention Break-Even
Find how many costly mistakes a control needs to prevent.
retentionService Recovery Budget
Budget known refunds and rework effort together.
operationsExpected Warranty Cost
Explore warranty exposure for completed work.
projectsRevision Round Cost
Price the delivery cost of additional review cycles.
projectsRetainer Delivery Hours Available
Set a delivery-hour envelope for a recurring client agreement.
retentionAnnual Plan Discount Ceiling
Check how much annual prepayment discount the delivery economics can support.
What should you check?
Understand which figures to use, what each result means and where mistakes can occur.