FOR ACCOUNTING, BOOKKEEPING, AND TAX FIRM OWNERS
You’re Working Too Much for What You’re Making—And It’s Not a Time Problem
For accountants, bookkeepers, and tax professionals who know something is off… but haven’t fixed it yet.
If your pricing was working, you wouldn’t still feel this stretched.
Start with the 3-minute profitability check inside.
This Planner Is For You If…
You’re working 50+ hours a week and still feel behind
You’ve raised prices… but nothing actually changed
You hesitate before sending proposals or quoting new work
You know you should fix your pricing—but keep putting it off
You’ve added more clients instead of fixing the real issue
👉 You didn’t start your firm to feel this stuck.
If your firm feels overwhelming right now, this will probably sound familiar:
Opening your email feels stressful
You work nights and weekends just to keep up
Clients constantly ask for “quick” things
Hiring help feels financially impossible
You haven't raised prices in years
You're working harder but profits haven't improved
Most firm owners assume this is just part of running a firm.
It isn't.
Most accountants, bookkeepers, and tax professionals think they have a:
Time problem
Capacity problem
Team problem
But in reality?
👉 You have a pricing problem.
👉 And it’s forcing you to work more instead of earn more.
The 10-Minute Pricing Reality Check
Inside this planner you’ll complete three quick exercises:
1. Calculate Your True Hourly Rate
2. Identify Low-Value Clients
3. Run the Pricing Reset Formula
Total time: about 10 minutes.
Example:
Firm Revenue: $250,000
Hours Worked: 2,000
Effective Hourly Rate: $125
After completing this planner you will:
1. Know your true hourly rate
2. See which clients are draining your time
3. Understand why your workload keeps growing
4. Gain clarity about what your pricing should be
Total time: about 10 minutes.
When my partner Lynn and I took over my mom’s bookkeeping firm, we thought we had a capacity problem.
Too much work. Too many client demands.
But when we ran the numbers, the truth surprised us.
We didn’t have a capacity problem.
We had a pricing problem.
That realization completely changed how we structured the firm.
How Do You Know If Your Accounting Firm Is Actually Profitable?
Download the planner and calculate the one number that reveals whether your firm is actually profitable.
Many accounting, bookkeeping, and tax firm owners never calculate their true hourly rate. Without that number, it’s almost impossible to know whether your firm is truly profitable or simply busy.
The 10-Minute Pricing Reality Check helps firm owners calculate their effective hourly rate, evaluate their client mix, and determine whether their pricing model supports a sustainable firm.
Created by Leslie Liondas, CPA
Leslie works with accounting, bookkeeping, and tax firm owners who want to build firms that are profitable, sustainable, and no longer dependent on the owner being involved in everything.
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