🥋 Packaging Your Bookkeeping: How I Design Service Tiers That Actually Sell

When I first transitioned out of CFO work to mentor bookkeepers, one of the first things I noticed was how many of us — even the talented ones — still charged by the hour.

Let me be blunt: hourly billing keeps you stuck.

It makes it harder to scale, it invites scope creep, and it puts the focus on time instead of transformation. If you're serious about building a business that supports your life (not just fills your schedule), it's time to package your services.

Here’s how I think about building offers that feel aligned, serve your clients well, and actually sell.

🧱 Step 1: Start with the Client Journey

Don’t start with price. Start with what your ideal client needs at each stage of their growth.

When I work with mentees, we map it out like this:

• What’s the bare minimum a client needs to stay compliant and stress-free?

• What services bring real insight and elevate the experience?

• What does your best client get every month — and how can we offer that to more people?

From there, we group services into tiers.

Here’s a simple example I’ve used:

It’s not just about features — it’s about levels of support.

💰 Step 2: Price with Purpose

Here’s the truth: your price isn’t just about your time. It’s about the peace of mind you’re delivering.

Most new bookkeepers lowball because they’re unsure of their value — or afraid of losing the lead.

Instead, ask:

• What is the problem you’re solving worth to them?

• What does it cost them to stay in confusion, behind on taxes, or stuck in the weeds?

If it makes your stomach flip a little, you’re probably finally charging right.

✍️ Step 3: Give Your Packages Real Names

No more "Tier 1 / Tier 2" junk.

Names create context and clarity. Try:

• Clarity – for folks who just need the basics done right

• Confidence – for those ready to understand their numbers

• Control – for the business owner who wants total visibility and support

The name helps the client see themselves inside the offer. It reframes bookkeeping as empowerment, not expense.

🔄 Step 4: Use Packages in Sales Conversations

This part is gold.

When you put your packages side-by-side, it creates structure and choice. No awkward quoting. No rambling about hourly rates.

Just:

“Here’s what I offer. Based on what you’ve told me, I’d recommend starting with Confidence.”

Most clients pick the middle tier — because it feels like the safest bet. But either way, you’ve created a clear path forward.

💡 What This Looks Like in My Own Business

I’ve helped bookkeepers go from charging $200/month to confidently offering $800+ packages — without adding stress or complexity.

For example, I worked with someone who was afraid to charge more than $350. We repositioned her services, renamed her tiers, and now she’s signing clients at $650/month with less pushback and more clarity.

This stuff works — and it feels better, too.

👊 Ready to Build Your Packages?

If this resonated, and you’re tired of overthinking pricing or underselling your services, I can help.

Inside Black Belt Bookkeepers Mentorship, we work together to clarify your offers, dial in your systems, and build a business that works for you — not just your clients.

📥 Comment below or book a free clarity call and let’s get you unstuck.

Coming Thursday:
✅ My exact client onboarding checklist — what to send, when to follow up, and how to start strong.