The Accountants, CPAs & Bookkeepers Fix Kit
Built for accountants, CPAs and bookkeepers.
An accounting practice sells hours and charges fees, and the leak lives between them: the extra schedule nobody billed, the engagement letter that still lists last year's scope, the work in progress that ages into a write-off, the per-return software fee that grew. Some leaks are rules that come with your own license and data. I wrote this kit to check each one against your own time records, engagement letters and invoices.
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The 9 leaks it covers
6 you can close it · 1 the other side owes it · 2 a pro decides
- Scope creep never billedWhere to look first: Pick ten clients and list every task done last year that was not in the engagement letter.Keep it from coming back: Notice before any out-of-scope work.You can close it
- Engagement letters that still say last year's scopeWhere to look first: List every client and the date of their current engagement letter.Keep it from coming back: New signed letter every year.You can close it
- Work in progress and receivables aging into write-offsWhere to look first: Run your work-in-progress and receivables aging reports.Keep it from coming back: Review aging every month.The other side owes it
- Preparer ID renewal left to the last minuteWhere to look first: List everyone in your office who prepares or helps prepare federal returns for pay.Keep it from coming back: Renewal on the calendar every fall.You can close it
- No written information security planWhere to look first: Ask: do we have a written information security plan, and when was it last updated?Keep it from coming back: Review the plan every year.A pro decides
- A breach with no plan for the noticeWhere to look first: Write down who decides, who calls counsel and who files notices if client data is exposed.Keep it from coming back: Test the plan every year.A pro decides
- Per-return software fees that grew unnoticedWhere to look first: Pull last season's software invoices: base fee, per-return fees, e-file, bank products, add-ons.Keep it from coming back: Re-check before every renewal.You can close it
- Information-return season priced at last year's volumeWhere to look first: List every client you prepare Forms 1099 for and how many forms each needed last year.Keep it from coming back: Send the notice before year-end.You can close it
- Catch-up and cleanup work priced like monthly workWhere to look first: List every new client last year who came with books behind.Keep it from coming back: Quote cleanup on every new client.You can close it
Free: one full leak from this kit
No sign-up, no email. Here is leak 1 of 9 exactly as it appears in the kit, so you can see what you get before you buy.
Scope creep never billed
You can close it- Pick ten clients and list every task done last year that was not in the engagement letter.
- Total the hours for those tasks (CALCULATED: hours outside scope times your rate).
- Mark the clients with the most extra work.
- Send a change notice before you start out-of-scope work.
- Update those clients' fees at renewal.
Your part: Track out-of-scope hours.
Out-of-scope notice: Hi [NAME], you asked us to [TASK]. That is outside our engagement for [YEAR]. The fee is [AMOUNT]. Reply APPROVED and we will get started. [YOUR NAME]
Notice before any out-of-scope work.
What this kit can't decide for you: No published benchmark covers your scope. Your own time records are the benchmark.
That's 1 of 9. The other 8 come the same way in the kit: steps, words to send, a habit to keep each one closed.
Opens secure checkout. Instant download after payment. 30 days to ask for a refund — refund policy · terms
What people in this work look up
When accountants, CPAs and bookkeepers go looking for answers, they search things like “bookkeeping rates”, “cpa fees”, “bookkeeper hourly rate” and “accounting firm pricing”. Those searches turn up forms, averages and other people's numbers. This kit starts from your own records instead: the 9 places money leaks in this work, where to look first and the words to send to close each one.
What you get for each leak
- Numbered steps to close each leak
- Your part, spelled out
- Words you can use: letters and scripts, ready to send (fill in the brackets)
- A habit that keeps each leak from coming back
- An honest line on what the kit can't decide for you
A page from the kit
Questions people ask
Scope creep never billed: where do I start?
Start here: Pick ten clients and list every task done last year that was not in the engagement letter. To keep it from coming back: Notice before any out-of-scope work.
Engagement letters that still say last year's scope: where do I start?
Start here: List every client and the date of their current engagement letter. To keep it from coming back: New signed letter every year.
Work in progress and receivables aging into write-offs: where do I start?
Start here: Run your work-in-progress and receivables aging reports. To keep it from coming back: Review aging every month.
What it can't decide for you
This kit works from your own records. It doesn't give legal, tax, licensing or financial advice, and it never tells you what to charge. Where a CPA, attorney, insurer or state board makes the call, the kit says so and gets your records ready for them.
15-page PDF · instant download after payment · Code VYR-KIT-CPA-01
Opens secure checkout. Instant download after payment. 30 days to ask for a refund — refund policy · terms
Next step
- Run your free LeakReceipts check — it reads your own receipts and records and shows where money is leaking out, line by line.
- TrueNET — the whole-picture money truth: what you actually keep after every cost, across everything you earn and spend.
Use Jobber or Housecall Pro? Run the free leak check — it reads your job export in your browser and shows the money leaks the software doesn't flag. Nothing is uploaded.