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Dext col
Handout Materials
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Free cpe webinars
4 Strategies to Price Your Bookkeeping Services


Cost Free
Presentation Length 1.0 hour

Recorded DateAugust 13, 2019
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Pricing is difficult. With technology eroding away at time, firms need to adapt their pricing model so that they are not penalized for investing in technology and training. We’ll present 4 popular pricing strategies being used by bookkeepers and accountants around the world. We’ll discuss the pros and cons of each strategy as well as key steps to implement each strategy.

Learning Objectives:

  • Understand different pricing strategies and when to use them

  • Learn techniques for pricing clients quickly and effectively

  • Discover how to protect your margins so you don’t lose money on a job

  • Gain confidence to test different price points and strategies

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Damien Greathead, MBA

Vice President - North America


Dext col

Damien works with accountants around the world helping them build profitable and sustainable businesses. As the Vice President of Business Development, North America at Receipt Bank, Damien helps firms leverage the latest technology to deliver their services efficiently and profitably. Damien speaks to state and national accounting associations around the world on topics including change management, marketing and technology.

About Our Presenter

Dext col

What is Dext?

At Dext, we make the businesses you look after more productive and profitable through better data and insight. We’ve recently changed the name of our two current products to more accurately describe what they do.

Dext Prepare (formerly Receipt Bank) allows you to digitally capture, code, and control your client’s financial transactions - this means no more searching through shoeboxes of receipts or lost invoices. You’re simply able to deliver tailored financial advice to your clients, up-to-date books, and on-the-go bookkeeping. It's the 4.7 star rated tool used by over 1 million people.

Dext Connect App allows you to easily manage QuickBooks Desktop clients. Upload and update records in seconds. Amounts, due dates, categories, and supplier lists – view everything instantly on one dashboard. No more switching between platforms or applications.

Dext Precision (formerly Xavier) gives you trust in your data by spotting errors before they become a problem. It’s also the same award-winning assurance, with client dashboards and HealthScore checks. Precision is currently available in the UK and Australia and will be launching in the U.S. in late 2021.