Know your real rate — and which clients are worth it.
Retainers, projects, day rates — your margins vary wildly by client and you can feel it, but the numbers never show it. We track profit per client and your effective rate, so you know who to keep, who to reprice, and who to let go.
Fully booked isn't the same as profitable.
A retainer that made sense two years ago is now three times the work for the same fee. A "flagship" client soaks up your best people at a rate that barely breaks even. Revenue looks healthy, the team is flat out — and yet the bank never quite reflects it. The fix isn't working more; it's seeing which work actually pays.
What we track for you
The view a services business needs to price with confidence.
Profit per client
Real margin on every client once the costs that serve them are counted — not just headline revenue.
Effective hourly rate
What you actually earn per hour once overservicing and scope creep are in the picture.
Retainer vs scope
Where a fixed retainer has drifted into unpaid work — so you can reset the deal before it hurts.
Project profitability
Each project against its fee, so quotes on the next one are grounded in what the last one really cost.
Three steps to pricing you can defend
We clean up the books
Reconcile and tidy, so income and costs land against the right clients and projects.
We build client reporting
Your accounts restructured around clients, retainers and projects — in Xero, MYOB or QBO.
You price with proof
A monthly report showing who pays and who costs — the evidence behind every repricing conversation.
Consultant & agency bookkeeping questions
How do you work out profit per client?
We tag income and the costs that serve each client — subcontractors, software, and your own time where you track it — so your monthly report shows the real margin on every client, not just total revenue.
I bill both retainers and one-off projects — can you handle both?
Yes. We track retainers against the scope actually delivered and projects against their fee, so you can see where a retainer has quietly turned into unpaid overservicing.
Do you do tax as well?
No — we do bookkeeping, payroll and management reporting. Your tax stays with your accountant, and we hand them a clean file at year end.
See which clients actually pay.
Book a free 20-minute call, or run the free margin estimator to get a first read on your leakage.