Accounting & Bookkeeping Price Tool instant estimate — Overview
Where to find it
In your dashboard, open the site and go to the Price tool card. Under Which price tool, choose Accounting & Bookkeeping. When you build a new site or a lead-gen batch, the Price tool picker lists this tool as Accounting & Bookkeeping price tool. See the price tools overview for turning a tool on and putting it on a website.
What visitors see
- Start screen. The business name, a headline and a button. Unless you change them, the headline is “Get a free instant estimate” and the button is “Get started”.
- Services. Under the heading “Which services do you require?”, the visitor taps one or more of the 9 services listed below, then Next.
- Questions. One question per screen, with the service name above it and a step count at the top. Questions that allow several answers say “(Select any that apply)”. Back and Start over are on every question.
- Contact details. The visitor fills in Name, Email, Zip, Phone. Name, Email, Zip are required; Phone is optional. Zip must be 5 digits. The visitor taps See your estimate.
- Estimate. A total range, one line per service picked (and one per add-on picked), a collapsed “How this was figured” section and a note that the number is not a final quote. Below it are Book a free on-site quote and Change my answers.
No price is shown before the contact step. The estimate appears as soon as the visitor taps See your estimate.
Services and questions
This tool has 9 services. Each service asks its own questions, in this order.
| Service | Questions, in order |
|---|---|
| Monthly Bookkeeping | How many transactions does your business process each month? What type of business do you operate? How many bank accounts and credit cards need to be reconciled? Do you need accounts receivable (invoicing) management? Do you need accounts payable (bill payment) management? Would you like to add year-end accounting services? When are you looking to start monthly bookkeeping services? |
| Tax Preparation – Individual | How complex is your personal tax situation? How many states do you need to file in? Do you have investment or rental income? Do you need prior year returns prepared? When do you need your individual taxes prepared? |
| Tax Preparation – Business | What is your business entity type? What is your annual business revenue? How many states does your business operate in? Does your business have employees? When do you need your business taxes prepared? |
| Payroll Services | How many employees do you have? How often do you run payroll? Do you need to file payroll taxes in multiple states? Do you need time tracking integration? Do you need workers' compensation management? When are you looking to start payroll services? |
| Tax Planning & Consulting | What type of tax planning do you need? What is your annual business revenue? Do you need business structure analysis? Do you need retirement planning integration? When are you looking to start tax planning services? |
| Audit Support | What type of audit support do you need? Is this a personal or business audit? How many tax years are being audited? How organized are your records? How urgently do you need audit support? |
| Business Formation | What type of business entity do you want to form? Which state will you form your business in? Do you need an operating agreement or bylaws? Do you need registered agent services? Do you need help getting your business tax ID number? When are you looking to form your business? |
| CFO Services | What level of CFO services do you need? What is your company's annual revenue? What services do you need from your CFO? Do you need investor or board reporting? Do you need fundraising support? When are you looking to start CFO services? |
| Year-End Accounting | What level of year-end service do you need? What is your company's annual revenue? Are your books current and up to date? Do you need 1099 preparation and filing? Do you need W-2 preparation (if not using a payroll service)? When do you need year-end accounting completed? |
How the price is worked out
Each service starts at $0. Each answer does one of these:
- adds a one-time dollar range (a low and a high amount),
- raises or lowers the service's one-time total by a percent, or
- adds a monthly or a yearly amount. These are added up on their own and shown next to the one-time total as “+ $…/month” or “+ $…/year”. No percent, minimum or widening touches them.
All the dollar amounts for a service are added up first. Then every percent answer is applied to that sum, one after another, whatever order the questions came in. So a dollar add-on always gets the same percent uplift as the rest of the job. When a question allows several answers, each one picked counts.
Questions that allow several answers can be left with none picked.
Most questions include an answer labelled “I'm not sure — use the average”. It has its own price or percent, which you can edit like any other answer.
Then the tool puts the services together:
- The services picked are added together.
- The total is not widened. You can widen it with How wide your range shows.
- The total is rounded to the nearest $1.
The lines on the estimate screen (one per service, one per add-on picked) are rounded the same way and always add up to the total shown.
Worked example
This uses the tool’s default prices. A visitor picks Monthly Bookkeeping and answers:
- “How many transactions does your business process each month?” — Less than 50 transactions: adds $250–$400 per month.
- “What type of business do you operate?” — Service-based business: no change.
- “How many bank accounts and credit cards need to be reconciled?” — 1-2 accounts: no change.
- “Do you need accounts receivable (invoicing) management?” — No invoicing management needed: no change.
- “Do you need accounts payable (bill payment) management?” — No bill payment management needed: no change.
- “Would you like to add year-end accounting services?” — No year-end services needed: no change.
- “When are you looking to start monthly bookkeeping services?” — As soon as possible: no change.
The total is rounded to the nearest $1. The visitor sees $250 – $400/month. The Monthly Bookkeeping line shows $250 – $400/month.
Your prices
In the Price tool card, open Your prices. The panel starts from the tool’s default prices. It has these parts:
- Your business: Subline, Button label, Logo URL and Booking URL. The business name, headline and color come from the card’s Business name, Headline visitors see and Your color fields.
- One group per service. Each starts with Minimum for this service, then one row per answer, labelled with the question and the answer. A row is either a low and high dollar amount, a monthly or yearly amount or a percent. Size and count questions also have a “default” row, which sets the number the question starts at.
- Your minimum job: the tool minimum.
- How wide your range shows: a percent from 0 to 50 that widens the total on each side.
Reset to defaults puts every row back. Click Save to keep your changes. A tool that is turned on shows the new prices the next time a visitor opens it.
If you switch Which price tool to a different trade, your price changes for the old trade are not kept. The business name, headline and color are kept.
With a Client pricing link, the business owner can edit these same prices without signing in. See the price tools overview.
Leads
A lead is saved when the visitor taps See your estimate. It holds the name, email, zip, phone (if given), every answer, the estimate shown and, when the browser reports it, the page the tool was on. Nothing is saved before that step. If the visitor taps Change my answers and sees a new estimate, the same lead is updated; nobody is alerted twice.
Each lead goes to the addresses in Email new leads to, and to you as well when Send me a copy too is ticked. The email carries your agency’s name.
The visitor is emailed a copy of their estimate under the business name. A reply goes to the first address in Email new leads to.
If the visitor taps Book a free on-site quote and you set a Booking URL, it opens that page. With no booking URL, the owner gets a second alert marked “Visit requested”, and the visitor sees “Request sent. [business name] will contact you.” When the site has a phone number, a Call button with that number appears under it.
Leads are listed in the card under Leads from your price tool, with the date, name, zip, contact, estimate shown and which alert went out.
Limits
The contact step can be sent 12 times per hour from one internet address. After that, the visitor still sees the estimate, but the details are not sent and the visitor sees “We couldn’t send your details just now — please call the business directly.” The same message appears if the details fail to send for any other reason.
Questions
Is the estimate a quote?
No. The estimate screen and the visitor’s email both say it is a ballpark range, not a final price.
Does a visitor have to give a phone number?
No. Name, Email, Zip are required. Phone is optional.
Can a visitor pick more than one service?
Yes. Each service gets its own questions and its own line on the estimate, and the total adds them together.
Can a visitor change an answer after seeing the price?
Yes. Change my answers goes back to the services screen.
What happens when I turn the tool off?
The tool stops loading. Anyone who opens it sees “This price tool isn’t turned on yet.” Your prices and leads are kept.
Is a visitor’s information sold?
No. See the privacy policy.