READY TO FINALLY KNOW WHICH CLIENTS ARE BOOSTING (OR DRAINING) YOUR PROFITS?
Stop leaving your income up to chance. Our Client Profitability Tracker shows you exactly where your profits come from, so you can confidently charge what you're worth!
As a bookkeeper or accountant, you put in the hard work everyday to support your clients...
But do you know which of them are supporting your business in return? 🤔
If you've ever worried that you're undercharging or wondered if certain clients are eating up too much of your time, you're not alone.
Without clear data, it's easy to feel stuck and afraid to raise rates, unsure of where your money is really going.
That's where our Client Profitability Tracker comes comes in—a no-nonsense, data-driven tool that gives you an instant view of exactly where your profits stand.
No more guesswork, no more “I think I’m charging enough.” Just clear data that shows you who’s profitable to your business and who might need a price increase. 👇🏼
✨ THAT'S EXACTLY WHY I CREATED THIS
GAME-CHANGING RESOURCE ✨
A bite-sized, actionable resource for bookkeepers and accountants to gain clarity on client profitability, even if you're short on time and need actionable insights fast.
The Client Profitability Tracker is a spreadsheet with instructional videos that hands you my proven methods to assess and improve client profitability—without having to go through a big program or waste time. Dive in, get data-backed clarity, and start making strategic pricing decisions in no time. 👏🏼
THIS IS THE EXACT SAME TOOL I'VE USED IN MY FIRM AND TO HELP HUNDREDS OF BOOKKEEPERS & ACCOUNTANTS WORLDWIDE GET CLEAR ON CLIENT PROFITABILITY.
IT WILL HELP YOU TOO. 👇🏼
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Shift your mindset around pricing your services using data-driven insights
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Save hours in the long term by making smart, strategic pricing decisions
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Distinguish between profitable and unprofitable clients at a glance
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Question whether each client is truly supporting your business growth
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Feel confident adjusting rates and making necessary pricing changes
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Gain a true understanding of how each client impacts your profitability goals
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Develop a clear path to maximize profit margins and scale sustainably
GRAB THE ULTIMATE PROFITABILITY TRACKER!
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Client Profitability Calculator (Valued at $157)
A streamlined spreadsheet tool that helps you calculate the profitability of each client with ease and accuracy.
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Step-by-Step Video Tutorial (Valued at $47)
A guided walkthrough showing you exactly how to use the calculator for optimal insights.
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Profit Margin Goal Setting Process (Valued at $97)
A easy-to-follow process for degining your ideal profit margins and minimum acceptable margins.
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Bonus Tips for Implementing Profitability Insights (Valued at $47)
Actionable insights and suggestions for using profitability data to make impactful business decisions.
Total Value = $348
TODAY'S PRICE = $97
ARE YOU READY TO MASTER CLIENT PROFITABILITY?! 💸
You might be an incredible bookkeeper or accountant, but without a clear grasp on your client profitability, you could be leaving money on the table. With the Client Profitability Tracker, you’ll gain the tools to analyze and maximize the profitability of each client, so you’re always making informed, data-driven decisions!
The best part? This resource is designed to be quick and impactful—no fluff, just actionable insights. It’s like adding the secret sauce to your business success.
This isn’t just another spreadsheet; it’s the whole recipe for sustainable profitability. By tracking and analyzing client profitability, you'll unlock new levels of financial clarity and strategic growth.
Oh, and did I mention that the Client Profitability Tracker is only $97?
✅ WHO THIS TRACKER IS
PERFECT FOR...
✅ Firm owners with established clients who want to gain insight into client profitability.
✅ Bookkeepers and accountants ready to optimize their pricing structure and increase profitability.
✅ Those who have or are wanting to build a team and want to understand how client profitability impacts the bottom line.
❌ WHO THIS TRACKER MAY NOT BE SUITABLE FOR...
❌ Those without any clients yet, as the tracker is geared toward firms with an active client list.
❌ Firm owners who are not yet focused on profitability or restructuring their pricing.
❌ Those who are not willing to access their basic financial data on client revenue and costs, as this information is essential for accurately tracking profitability.
⏰ TIME COMMITMENT TO TRACK
CLIENT PROFITABILITY...
👉🏼 Approximate Time: 15 - 30 minutes*
*Time may vary depedning on if you have all data readily available for input.
⚙️ HOW IT WORKS...
1. Purchase: Gain access to the Client Profitability Tracker by completing your purchase.
2. Receive Access: Check your email for access details and instructions on how to get started.
3. Set Goals: Define your profitability targets and any specific financial goals for your clients and firm.
4. Add Data: Input client data into the tracker, including revenue, costs, and other relevant financial metrics.
5. Analyze Results: Review the insights provided by the tracker to assess client profitability.
6. Take Action: Use the insights to make informed decisions, such as raising rates or adjusting client packages to align with your profitability goals.
So, friend...would you like to stop second-guessing your client rates and start confidently charging based on data, boosting your firm’s profitability without the guesswork?
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Lifetime access to a powerful, easy-to-use Client Profitability Tracker that will help you analyze profitability per client and make data-driven pricing decisions.
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A step-by-step tutorial video on guiding you through how to use the tracker, calculate company profit margins, set target goals, and identify clients that may need rate adjustments.
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Goal setting features through the introduction video and in the tracker, allowing you to define and reach profit targets for each client.
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Real examples of how profitable firms use this type of data to make smarter decisions, giving you clarity on how to boost your firm's financial success.
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Built-in calculations and flags to make sure you're meeting your profitability goals without spending hours on manual math.
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Access to exclusive support through email and FAQ's, so you can get the most out of the Client Profitability Tracker and feel confident using it to elevate your firm.
WONDERING IF THE CLIENT PROFITABILITY IS RIGHT FOR YOU? 🤔
HERE'S WHO THIS TRACKER IS DESIGNED FOR 👇
The Client Profitability Tracker was specifically created for bookkeepers and accountants who are ready to…
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Gain clarity on which clients contribute the most to their profitability and make data-driven decisions that increase their firm’s revenue.
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Easily identify clients who may need rate adjustments based on their profit margins without the guesswork.
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Streamline financial data analysis so you can quickly assess the financial health of your clients and make strategic moves.
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Factor in team costs to understand the true profitability of each client, giving you a clear picture of how team expenses impact your profitability.
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Take control of their profitability with a simple, intuitive tracker that helps you measure and optimize client profitability effectively.
GRAB THE ULTIMATE PROFITABILITY TRACKER!
-
Client Profitability Calculator (Valued at $157)
A streamlined spreadsheet tool that helps you calculate the profitability of each client with ease and accuracy.
-
Step-by-Step Video Tutorial (Valued at $47)
A guided walkthrough showing you exactly how to use the calculator for optimal insights.
-
Profit Margin Goal Setting Process (Valued at $97)
A easy-to-follow process for degining your ideal profit margins and minimum acceptable margins.
-
Bonus Tips for Implementing Profitability Insights (Valued at $47)
Actionable insights and suggestions for using profitability data to make impactful business decisions.
Total Value = $348
TODAY'S PRICE = $97
HEY, I'M ALYSSA LANG
THE WORKFLOW QUEEN!
I’m passionate about helping bookkeeping and accounting firm owners streamline their operations and boost their profitability. I've seen firsthand how powerful it is to understand client profitability – knowing which clients are truly helping (or hurting) your bottom line can transform your business.
After spending years building my own profitable firm, I created tools like the Client Profitability Tracker to help other firm owners take control of their numbers and make data-driven decisions. I want you to be able to see the true financial impact of each client, make informed adjustments, and ultimately reach your profit goals.
My journey hasn’t always been easy, but discovering how to track and optimize client profitability was a game-changer. Now, I want to help you skip the trial and error and get straight to seeing the financial clarity and growth in your own firm.
You don’t have to do it alone. With the Client Profitability Tracker, you’ll have a clear, actionable roadmap to help you make smarter, more profitable choices. Let’s transform your firm into a thriving, profitable business together!
HAVE QUESTIONS ABOUT THE CLIENT PROFITABILITY TRACKER?🙋🏼♀️
IT'S COOL, WE HAVE ANSWERS 👇👇 👇
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I don’t have time to analyze profitability data, I'm too busy with client work!
No worries!
The Client Profitability Tracker was designed to be easy and quick to use. You get lifetime access, so you can start tracking and analyzing your data whenever you’re ready. Imagine spending a little time now to set up a system that could help you make more profitable decisions in the future, saving you both time and money down the line!
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What type of data do I need to have readily available to track client profitability?
To get the most out of the Client Profitability Tracker, you’ll want to have access to a few key pieces of information:
- Revenue per client: This includes the amount each client is paying for your services on a monthly basis.
- Direct costs associated with each client: This may include team labor cost, software fees, and any other direct costs that can be attributed to serving that client.
- Time spent on each client: If you or your team track time, having this data will help calculate labor costs per client.
Having these details on hand will allow you to accurately assess your clients’ profitability and identify areas for potential adjustments in pricing or resource allocation.
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I already track client data in other tools. How is this different?
The Client Profitability Tracker focuses specifically on gross profit margins, client cost analysis, and data-driven insights for improving profitability. While you may use other tools for general client management, this tracker is tailored to give you a clear picture of each client's impact on your bottom line, allowing you to make adjustments that directly improve your firm's financial health.
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I don't have a large client list. Will this still be helpful?
Absolutely! Even with a smaller client base, the Client Profitability Tracker can give you insights into your pricing and profitability, helping you make smarter financial decisions as you grow.
However, if you don’t have any clients yet, you may want to revisit this tool once you’re actively serving clients. This resource is specifically tailored for firm owners ready to analyze and optimize client profitability, potentially restructuring pricing to align with their growth goals.
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What if I have questions while using the tracker?
You’re covered! Our team is here to help with any questions you might have. Just reach out via support@workflowqueen.com, and we’ll guide you through any challenges you encounter with implementing the Client Profitability Tracker.
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How soon will I get access after purchase?
Immediately! As soon as you complete your purchase, you'll receive an email with access to the Client Profitability Tracker, along with resources and guides to help you get started right away!
THIS IS THE EXACT TOOL I'VE USED TO HELP HUNDREDS OF BOOKKEEPERS AND ACCOUNTANTS INCREASE THEIR CLIENT PROFITABILITY.
IT CAN HELP YOU BOOST YOUR BOTTOM LINE TOO! 👇🏼👇🏼👇🏼
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