Benefits and Features

Effective Pricing makes it much easier to sell more accounting, bookkeeping and tax services and at higher prices. By involving the customer in the pricing process so they can build the exact service they want, you get better prices and make more profit.

Your Investment

Price with confidence

Clients hate not knowing the price up front. But how do you give a fixed price to a client and know you will make a profit? Effective Pricing solves this problem. It gives you a system for giving your client a fixed price based on what they value. And clients love this approach because they are in control.

Get higher prices

Effective Pricing uses powerful price psychology helping your client see the value, making your price seem small in comparison and giving them choices so they spend more money with you. Firms who use Effective Pricing report much higher prices – sometimes double!

Simple and easy to use

Effective Pricing comes with pricing models built in, this means you can start pricing all your most important services such as bookkeeping, tax returns, business advisory, annual financial statements, payroll, and much more. Or you can build your own models easily for any service you offer.

Master value pricing from the expert

Brought to you by Mark Wickersham, Amazon #1 bestselling author of “Effective Pricing for Accountants.” Join the Value Pricing Academy and Mark will show you how to give a value-based fixed price quote based on your client’s exact circumstances, wants and needs. The process will identify the maximum price the client is willing to pay and therefore maximise your profit.

Involve your client in the pricing process

Effective Pricing is mobile responsive, which means you can use it in front of a client on your laptop, PC or iMac, your iPad or Android tablet. All you need is an Internet connection. Research shows that involving your client in the pricing process means they will see the value, buy more from you and at higher prices.

Price any service you want

Effective Pricing comes with pre-built pricing models with suggested packages, scope questions and options you can offer the client. Perhaps you want to start pricing bookkeeping work. Or perhaps tax returns. You choose. Each pre-built model can be edited. In fact, Effective Pricing is so flexible, you can build your own pricing models to price any service you want.

Use great questions to uncover scope and value

Creating a pricing model is really easy with the Universal Question Builder. You decide what questions you want to ask the client to determine the scope of the work, and what options to present, and how they impact on the price. The client can then build their service to reflect the things they value – they get the service they want, and you get a great value-based price.

Offer your client different packages

Effective Pricing allows full menu pricing allowing you to offer the client up to 5 packages. Clients love choice. This means you can, for example, offer a bronze, silver and gold package. Don’t want to offer three packages. No problem. You can also use the power of a hidden lite option or a high-priced super premium as your anchor. Or just offer one simple package. It’s your choice.

Ouch! That’s too expensive

What do you do when you reveal your price and it is too high? Effective Pricing allows you to deal with price objections with ease. You can offer them a different package. You can revisit their preferences. And you can offer the client a Behaviour Reward; a powerful process for dealing with those situations where the client can’t afford your price, so you swap something.

Produce professional proposals in minutes

Once you have agreed the price, the flexible Payment Plan enables you to agree the exact dates of the payments. You can then produce a professional proposal in minutes. Use the standard Fixed Price Agreement or create your own proposal templates.  Turn your quotes into a professional proposal or engagement letter ready for signature.

Fully customisable

You can easily change the prices, the questions you ask the client to determine the price, the services you want to offer and the way the price is expressed. It works for any country, so you can choose your local currency to display prices, date format and more. Not only that, you can even change the colours and add your logo, so the software fully reflects your branding.

I got a 207% higher price

"The client had no objection to the price increase from $99 monthly ($1,188 annually) to $304 monthly ($3,648 per year)!" - Gene Austin, Tax Strategies Group

More Features

Full support

You get access to email support, video-based training, a written user guide, and online webinars

Secure data

You can access any previous quotes and proposals in seconds and make changes securely in the cloud

Works anywhere

Even if you are not English speaking you can change the words on the screen to reflect your language

Cancel any time

You can cancel your Effective Pricing subscription at any time – there is no minimum contract

Uses price psychology

Your clients see the value of what your do and your price seems smaller than it really is

Specify payment terms

Specify up front and back end payments so your client has complete clarity over when they pay

Manage in one place

Manage all your client quotes and proposals in one place with Client Management

Cross-sell other services

Use the optional extras feature for a systematic way of up-selling and cross-selling your other services