Pricing Tools for Accountants & Bookkeepers
Protect your margins, scale your practice, and price with confidence
Define, monitor, and adjust your service-pricing with tools built for accounting firms.
Manage your pricing like a business, not a spreadsheet
Pricing shouldn't feel like an after-thought or a one-time decision. With Socket, your pricing becomes a living framework: one that aligns to your costs, reflects value, adapts to change, and scales with your firm's growth.
Socket's pricing tools give you the structure and flexibility to create your own pricing framework: a structured pricing menu with unlimited price drivers, estimates, and proactive monitoring.
Start your free trial today and take control of your pricing - because growth without margin is risk, not reward.
Intelligent Pricing Menu
- →Build a single source of truth for pricing in your firm: list services, define base prices, and associate drivers that can calculate for any client situation.
- →Use import tools to migrate your existing pricing (from spreadsheets or even GoProposal) and standardise your service-catalogue.
- →Make your pricing menu the backbone of every proposal, invoice, and renewal so you maintain consistency and control.
Custom Pricing & Price Estimates
- →Tailor pricing for each client with price drivers that customise pricing based on factors like number of employees, software used, transaction volumes, and more.
- →Upsell without losing margin by offering tiers, bundles, and optional extras like add-on payroll or advisory services.
- →Automate invoice generation with proposals that flow directly to billing.
Price Monitoring & Adjustments
- →Built-in price monitoring tracks software-cost increases, vendor price hikes, or inflation changes to your cost base, flagging where you need to update client fees.
- →Keep your margins protected and your practice agile when your clients grow. Make adjustments if a client adds a service or expands their head-count, even mid-period.
- →Clients receive a summary of changes, and the adjustment will flow through your pricing menu, proposal records and invoices without manual rework.
Customer story
"Socket is great for clients because they get a clear 'menu' showing exactly what they're paying for. Everything is broken down per service, which improves transparency."
Jane, Digital Advisory Bookkeeping
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