Pricing bookkeeping services can be one of the biggest challenges for bookkeepers. While hourly billing has been common in the past, more bookkeepers are shifting toward fixed-fee subscription pricing to provide predictable costs for clients and stable revenue for their business.
A structured pricing model based on transaction volume, complexity, and additional services ensures you charge appropriately for the work required. In this guide, we’ll break down a three-tiered pricing model—Bronze, Silver, and Gold—and introduce a powerful new feature in Level Copilot that helps you track transaction volume and complexity, making it easier to price your services and justify price changes when necessary.
Key Factors in Pricing Your Bookkeeping Services
1. Transaction Volume
The number of transactions processed each month directly impacts your workload. A business with 50 transactions per month requires significantly less effort than one with 500+.
📊 How Level Copilot Helps:
With Transaction Volume By User reports, you can track transaction volume by user, transaction type, and reporting date. This provides powerful insights into how much work is being done—helping you price your services accurately and adjust pricing as needed.
2. Complexity
Not all transactions are equal. Some are simple (like expenses and invoices), while others require significantly more effort (like checks, purchase orders, or journal entries).
💡 How Level Copilot Helps:
By reviewing transaction types in a prospect’s books, you can determine how complex their bookkeeping needs are. For example:
Checks: Require manual reconciliation and verification.
Purchase Orders: Indicate involvement in inventory tracking and vendor management.
Estimates & Invoices: Suggest the client is service-based and requires more invoicing and AR tracking.
Journal Entries: Point to advanced accounting needs, like accrual adjustments.
📌 Pro Tip: When reviewing Journal Entries
Check the number of line items within each entry. A large volume of multi-line journal entries significantly increases bookkeeping workload and should factor into your pricing strategy.
By analyzing transaction complexity upfront, you can ensure accurate pricing, reduce scope creep, and justify price adjustments when necessary.
3. Additional Services (Meetings, Response Time, Payroll, and Tax Filings)
Beyond bookkeeping tasks, some clients require ongoing support and additional financial services. These should be factored into your pricing:
Monthly or Quarterly Meetings – Clients who require regular strategy calls or financial reviews should be in a higher pricing tier.
Response Time Expectations – Fast turnaround times (e.g., responding within 24 hours) add to your workload and should be priced accordingly.
Payroll Processing – Managing payroll filings, direct deposits, and compliance adds complexity and should be an add-on or part of premium plans.
Sales Tax Filings – Clients with multi-state tax obligations or frequent filings require additional time and should be in a higher pricing tier.
Corporate Tax Prep Support – If you assist with preparing tax records for a CPA, that should be included in higher-tiered pricing.
💡 How Level Copilot Helps:
By tracking transaction volume and complexity, you can also identify additional workload beyond bookkeeping tasks, making it easier to offer premium services to the right clients. 4. Justifying Price Changes to Clients
One of the most difficult conversations bookkeepers have is explaining why prices need to increase. Clients often push back, especially if they don’t see an obvious change in service.
✅ With Level Copilot’s transaction volume reports, you now have data to back up your price changes.
If a client’s transaction volume increases significantly, you can show them the data and explain why a price adjustment is necessary.
If the complexity of transactions changes over time (e.g., more checks, purchase orders, or class tracking), you can point to the data to justify a price revision.
Clients can no longer dispute price increases when they see clear, factual reporting on how their workload has changed.
Introducing Level Copilot’s Transaction Volume Report
Whether you’re evaluating a new client, repricing an existing one, or gaining better visibility into your books, Level Copilot’s Transaction Volume By User report provides the data you need.
📊 What’s New?
✅ Get a detailed summary of transaction volume by user
✅ Identify who is contributing to your books
✅ See transaction types (e.g., invoices, checks, purchase orders) for deeper insights
✅ Track transaction creation or modification dates to automate reporting
🔍 Why It Matters?
Unlike QuickBooks Online’s standard reports, Level provides transaction data broken down by user and type. This helps you:
Understand workload distribution across your team
Assess client complexity based on transaction types
Adjust pricing based on actual bookkeeping efforts
Clearly communicate price increases to clients with real data
Example of a Transaction Volume Report from January 1, 2024 – December 31, 2024:
With this data, you can better estimate workload, track trends over time, and justify price adjustments with confidence.
Three-Tiered Fixed-Fee Pricing Model
A structured pricing approach ensures you define service levels clearly and allow clients to select the package that suits their needs.
Bronze Package (Basic Bookkeeping)
📌 Best for: Freelancers, solopreneurs, and small businesses with minimal bookkeeping needs.
Includes:
✅ Categorization and reconciliation of transactions
✅ Monthly financial statements (Profit & Loss, Balance Sheet)
✅ Basic email support
📊 Transaction Volume: Up to 100 transactions/month
💰 Price Range: $200 – $500/month
Silver Package (Growth-Focused)
📌 Best for: Small-to-mid-sized businesses needing additional reporting and compliance.
Includes Everything in Bronze, plus:
✅ Class tracking & job costing
✅ Accounts payable & accounts receivable tracking
✅ Quarterly financial review with insights
✅ Limited sales tax filing (one state)
📊 Transaction Volume: 100 – 300 transactions/month
💰 Price Range: $500 – $1,000/month
Gold Package (Full-Service Bookkeeping & Compliance)
📌 Best for: Businesses with high transaction volumes and complex reporting needs.
Includes Everything in Silver, plus:
✅ Multi-entity financial consolidation
✅ Payroll processing
✅ Sales tax filings in multiple states
✅ Year-end corporate tax preparation coordination
✅ Dedicated monthly consultation call
📊 Transaction Volume: 300+ transactions/month
💰 Price Range: $1,000 – $2,500+/month
How to Use Level Copilot to Price and Adjust Fees Accurately
1️⃣ Run a Transaction Volume Report – Get real-time insights into your client's actual bookkeeping activity.
2️⃣ Analyze Transaction Complexity – Look at the transaction types being used to assess workload difficulty.
3️⃣ Identify Client Workload Trends – See how transaction volume fluctuates over time.
4️⃣ Justify Price Changes with Data – Show clients concrete proof when their workload increases.
5️⃣ Automate Reporting for Better Forecasting – Schedule daily, weekly, or monthly reports to track workload over time.
By leveraging Level Copilot’s reporting tools, you can refine your pricing strategy, ensure profitability, and eliminate pricing disputes with clients.
Final Thoughts
A fixed-fee subscription model eliminates uncertainty and ensures profitability while providing value-based pricing for clients. By structuring your services into Bronze, Silver, and Gold tiers, you can price your bookkeeping services based on transaction volume and complexity rather than using a flat fee or hourly rate.
With the new Transaction Volume Reporting feature in Level Copilot, you can track user activity, analyze transaction complexity, and easily justify price increases with real data.
📈 Start using Level Copilot today to optimize your bookkeeping pricing and streamline client conversations! 🚀 Click here to start your free trial of Level (no credit card required)