First potential client call — need advice on cleanup pricing + what to cover at the meetup
I just got off the phone with my first potential client, and I’m excited but also trying to make sure I price things correctly and show up prepared.
She has 150-200 transactions, and I'm charging her 180. Told her my normal rate is 300, but I'm starting.
She also needs a cleanup from January through now, as her books haven’t been updated this year. I told her I’d get back to her with a cleanup price and that we could meet up so I can help her choose and set up her bookkeeping software (I gave her two options I work with).
I want to make sure I’m not undercharging for the cleanup. For trucking, there’s fuel, maintenance, tolls, settlements, etc.
Does that sound reasonable for a new bookkeeper offering discounted onboarding rates?
Also — when I meet her, what should I go over so I don’t freeze?
If anyone has tips on what else I should bring (notebook, laptop, simple pricing sheet, business cards?) or anything I should make sure to cover during the meeting, I’d appreciate it. I really want to help her out and start strong.