LedgerHQAcademy · Pricing playbook
AI does the routine bookkeeping, so your cost per client stays small. Charge less than everyone around you, win the client, and set your prices once.
What the client compares
Software only. The owner still does the books.
Their evenings, and books that are usually behind.
Books done, reconciled, and delivered within 10 days of month-end.
QuickBooks standard U.S. list price, checked September 8, 2026. Different products and scope.
Real example · Our firm’s packages
These are the packages our own CPA firm sells today at swfltaxpro.com. Each one includes everything in the package below it.
We open at $49/mo for the first 12 months
The volume engine: the price that wins the client away from doing it themselves.
Most clients land here
The natural step up: payroll and loans are the first things a growing client needs.
Adds business-owner tax planning
The keeper: tax planning is the value clients feel, built on books you already keep.
Add-ons we sell: one-on-one meetings at $99 and S-Corp or partnership returns from $299. Delivered online through email and portal messaging.
Low price, real volume
At $99 a month, doing the books by hand leaves nothing. With Tally doing the routine work, your job is review and delivery, and volume becomes possible.
| Essentials at $99 | 25 clients | 50 clients | 100 clients |
|---|---|---|---|
| Clients pay each month | $2,475 | $4,950 | $9,900 |
| LedgerHQ with Tally | −$500 | −$1,000 | −$2,000 |
| Left each month | $1,975 | $3,950 | $7,900 |
| Your time each week, at 10 min per client | 250 min · 4.2 hrs | 500 min · 8.3 hrs | 1,000 min · 16.7 hrs |
Illustration using our list price, LedgerHQ at $20 per client (six bank accounts included, $1 for each additional), and about 10 minutes of review per client each week, which is our experience with Tally on Essentials-size clients. Onboarding, cleanup, and larger clients take longer. Not a promise of earnings. Results depend on your work.
Free course · 9 video lessons
The full pricing course, from the offer ladder to proposals, engagement letters, and answering the skeptic.
The deal
Our part
Your part