Real client margin
Compare each monthly fee with the actual time and delivery cost behind it.
For independent bookkeepers
See which fixed-fee clients need a price review.
Compare fees, hours and delivery costs across clients and months. Excel + Google Sheets. $29 once.
Immediate access · 30-day money-back guarantee
Google Sheets + Excel Any currency No subscription
Free client margin check
Get a decision in 60 seconds.
Inside the complete toolkit
One check is a starting point. See the whole client picture.
The free check reviews one client's fee and hours. The workbook adds delivery costs, a portfolio dashboard and monthly, YTD or custom-period reviews.
Your client dashboard
Compare client results and find the largest gap against your target fee.
Workbook excerpt · Sample data · Open image to enlarge
Prepare your pricing review
Compare planned and actual hours across months, then use the review checklist.
Workbook excerpt · Sample data · Open image to enlarge
01
The profit leak
Scope creep does not arrive as one big cost. It arrives one small request at a time.
Fixed fees feel predictable—until transaction volume grows, follow-ups multiply and “one quick thing” becomes part of the job. The fee stays fixed. Your delivery cost does not.
01
You know the monthly fee, but not the effective hourly rate.
02
Extra work lives in inboxes instead of a fee-review record.
03
Pricing conversations start from instinct instead of evidence.
02
The complete toolkit
From scattered numbers to an informed client decision.
Scope-creep log
Capture the extra requests that quietly turn fixed-fee work into unpaid work.
A clear next decision
Turn client economics into one action: keep, review, reprice or let go.
What you receive
- Client profitability dashboard
- Effective hourly-rate calculator
- Out-of-scope work log
- Keep / Review / Reprice / Drop view
- Monthly, YTD and custom-period reviews
- Plain-English quick-start guide
03
Available now
Turn one client decision into a system for every client.
Get the complete Client Margin Guard toolkit for $29, one-time. Review your own client data in Excel or your personal Google Sheets copy.
Get the complete toolkit — $29Available immediately. Includes Excel, a personal Google Sheets copy and the quick-start guide, backed by a 30-day money-back guarantee.