Surplus Profit - Pricing Software

Growing your bottom line
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Tailored Online Pricing Solution

Surplus Profit offers software that scopes the full extent of accounting services. This scope of work then gets formulated into fees, automatically populating your engagement letter. Send these proposals to the client for electronic acceptance. All approved quotes automatically transfer to Sage for invoicing. No room for finger error or missed fees.

Surplus Profit offers a holistic pricing solution that is based on the principles of Value-Based Pricing and customised to your unique client market and firm requirements. Our client onboarding includes in-depth training, followed by the development of Pricing Strategies specifically designed for accounting services. These Pricing Strategies are specific to the firm, its clients, and charge-out rates. After testing the solution, we assist in your Sales Activation Approach to new and current clients.

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Benefits

Quick, Professional Quoting

Once set-up has been done, quoting and contracting is quick, professional & hassle-free. No more arguing with clients about work-in-progress reports. No more hours are spent on the preparation of... show more

Once set-up has been done, quoting and contracting is quick, professional & hassle-free. No more arguing with clients about work-in-progress reports. No more hours are spent on the preparation of client quotes and fee proposals. show less

Increase Profits

Pricing and delivering services to the client's preference increase effectiveness and eliminate scope creep. This ultimately results in a remarkable impact on your profitability and revenue growth.

Pricing and delivering services to the client's preference increase effectiveness and eliminate scope creep. This ultimately results in a remarkable impact on your profitability and revenue growth.

Operational Pressure Release

Running your firm at maximum capacity is predominantly a result of suboptimal pricing. By implementing value-based pricing your firm's capacity can easily be allocated according to fee and scope of... show more

Running your firm at maximum capacity is predominantly a result of suboptimal pricing. By implementing value-based pricing your firm's capacity can easily be allocated according to fee and scope of work proposals. show less

Unlock Critical Capacity

Senior practitioners and critical staff have more time to focus on innovation, diversifying, specialisation, opening up other revenue streams, and earning higher profits.

Senior practitioners and critical staff have more time to focus on innovation, diversifying, specialisation, opening up other revenue streams, and earning higher profits.

Bad Client Behaviour

Any potential bad behaviour from clients is provisioned for in the new pricing approach. Clients have the opportunity to voice their needs and air their expectations.

Any potential bad behaviour from clients is provisioned for in the new pricing approach. Clients have the opportunity to voice their needs and air their expectations.

Organise Clients

Easily organise your client base by service level requirements. Differentiate and package each service in order to serve every client segment at an optimal profit.

Easily organise your client base by service level requirements. Differentiate and package each service in order to serve every client segment at an optimal profit.

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