Running a Bookkeeping Practice: Client Fees, Hours per Client, Fixed vs Hourly Pricing, Deadline Calendars, Capacity & Profit per Client
Run a small bookkeeping or accounting office by the numbers. You will price clients by transactions and complexity, compare fixed monthly fees with hourly billing, track hours per client, plan the deadline calendar, check staff capacity in peak months and find which clients really earn money, with every cell checked as you go.
One-time payment · lifetime access · lessons, labs, exam and certificate included · no subscription.
About this course
This course runs a small fictional bookkeeping office in a spreadsheet. You price eight clients from their transactions and complexity points with a fee table and XLOOKUP, then compare fixed monthly fees with the hours actually worked and flag scope creep from the effective hourly rate. You summarise timesheets with SUMIFS and measure utilisation and non-billable time, build a deadline calendar with EDATE and WORKDAY, and plan capacity for the busy year-end months. Finally you compute profit and margin per client, rank them, test a price review against a churn assumption and build a practice dashboard with MRR, overdue work and a chart.
Lessons
- The Client List: Transactions, Complexity Points & the Fee Table Pro
- Fixed Fee vs Hourly Billing: Effective Hourly Rates & Scope Creep Pro
- Time Tracking: Hours by Client, Non-Billable Time & Utilisation Pro
- The Deadline Calendar: Due Dates with EDATE, Weekends & Internal Targets Pro
- Capacity Planning: Hours Needed vs Hours Available & the Peak Months Pro
- Profit per Client: Fee, Time Cost, Software Cost & the Margin Ranking Pro
- The Price Review: Target Fees, Increases & a Churn Assumption Pro
- The Practice Dashboard: MRR, Utilisation, Overdue Work & Profit by Client Pro