From the monthly close
to the monthly conversation
Owners already trust you with their numbers. Business calculators on your site turn those numbers into decisions: what to charge, when cash runs short, and what it takes to break even.
How can bookkeepers use calculators to offer advisory services?
Link business calculators from monthly reports and your website so owners can test prices, cash flow and break-even with figures you've already reconciled. When an owner wants help acting on the result, the request comes to you, which is the natural start of a paid advisory review.
The bookkeeper's advisory toolkit
Adding advice to your monthly routine
Close the books
As you do now.
Add one number
Include margin or cash flow in the report email, with a link to the calculator on your site.
Invite a question
'Want to test a price change? Try it here and send me the result.'
Review together
A 30-minute paid review when an owner sends a scenario.
Why owners ask you first
You already see every transaction, so your advice starts from accurate figures. A calculator makes the conversation concrete without a spreadsheet, and the owner can come back to it between meetings.
Bookkeepers who add advisory reviews often find it changes how clients see them: from data entry to the first person they call about money.
Questions firms ask
Which plan includes the business calculators?
Network. Firm includes budgeting and household tools only.
Do the calculators connect to QuickBooks or Xero?
No, owners type the figures, often from your reports.
Can I hide lead capture for existing clients?
Yes, per calculator.
Is this an attest or assurance service?
No, they're planning tools.
Can I white-label?
Yes, on Firm and Network.
How do I price advisory reviews?
Many bookkeepers charge a fixed fee per review; see our lead value explainer to think it through.
Do you have a website partner for bookkeepers?
A bookkeeping website partner is listed when available; see the partner disclosure.
Can owners use the calculators on mobile?
Yes.
No question matches that filter. Clear it to see them all, search the whole site, or ask us directly; we reply within one business day.
Next entry
Give owners a reason to ask you first
Add cash flow, margin and break-even calculators to your site this month.
Firm and Network plans include a 14-day trial. Cancel before it ends and you pay nothing.