Everything here is also printed in your book, and nothing in the book depends on these files. If you would rather type than write, download what you need. Free — no sign-up, no email address, nothing to join.
Rate Calculator, Tier Builder and Trackers
Worksheets 2 to 9 with the arithmetic done for you: your floor rate, a three-tier menu checked against it, a client planner, the add-on menu, the raise planner, the follow-up tracker and the price-experiment log. Sara’s figures from Appendix A are already in place as a worked example — overwrite the yellow cells with your own.
Download the spreadsheetClient Script Templates
Every script in Part Two — the discovery call, the reflect-and-offer, the proposal, the objection replies, the follow-ups, the referral ask, the price-change letter and the scripts that keep clients — ready to put into your own words.
Download the scriptsAll figures are illustrative examples, not recommendations. Rules on tax, invoicing and the services a bookkeeper may lawfully offer vary by country and region; confirm what applies to you. Recalculate your numbers every six months, as the book suggests — and expect them to rise.