Workspace
Settings
Pricing logic models
Each model owns its own questions, rules, and overrides. Edit a live model to change pricing across every workflow that uses it.
Live
Monthly Bookkeeping
Recurring bookkeeping price model — industry multiplier, per-question adds, behavioural rewards. Used by the calculator and lead pricing flow.
Coming soon
Diagnostic Review
One-time diagnostic engagement pricing — cleanup scope, file health, catch-up effort estimation.
Coming soon
Cloud Accounting Setup
Setup pricing for Xero/QuickBooks migrations, chart of accounts, integrations, and training.
Coming soon
Ecommerce Bookkeeping
Multi-channel ecommerce model with platform fees, payouts reconciliation, and inventory.
Coming soon
CPA Health Check
Annual books health audit for accountants — file review, controls, and recommendations.