The Book-keepers Forum (BKF)

Post Info TOPIC: GoProposal or Practice Ignition


Member

Status: Offline
Posts: 21
Date:
GoProposal or Practice Ignition


Hello, just wondering if anyone on here uses Xero and whether you've used GoProposal or Practice Ignition for client onboarding and engagement letters? I currently use a manual excel sheet for pricing and word for letters of engagement but the bigger my practice gets the less time I seem to have to do this manually. I've read lots on AWeb and FB about the benefits of GP and PI and they look interesting. I did trial PI a few years back and TBH I struggled to get it set up and eventually went back to excel. I'm sure its got more user friendly over the past few years so would like to revisit it. Any comments/advice would be appreciated. 

Thanks x



__________________

Sophie x



Member

Status: Offline
Posts: 22
Date:

I tried GP myself last year, more to give me a structure for pricing than the engagement letter side. GP came preloaded with prices set up, just be aware these are based on their own accounting firm MAP which specialises in creative agencies. Unless you're based in London you'd probably have to lower the fees down a bit. MAP base their bookkeeping fees on transaction numbers as opposed to hourly rates which I found interesting. 

I dont have enough clients or even leads at the moment to justify the £100+ sub each month. But i will look at it again when I get busier as I can see the time savings you can make in admin. 



__________________

Simon Best



Senior Member

Status: Offline
Posts: 359
Date:

Bests wrote:

 Unless you're based in London you'd probably have to lower the fees down a bit.


 Why?



__________________

Caron



Member

Status: Offline
Posts: 22
Date:

When I looked at GP the standard prices were well above the average prices quoted round my way. Of course to be fair GP do try and get you to review the way you price for work so it could be I'm undercharging! 



__________________

Simon Best



Senior Member

Status: Offline
Posts: 359
Date:

Bests wrote:

 above the average prices quoted round my way. 


Impacted by bottom feeders.

 

Also impacted the other way by those who charge based on quality of/knowlegeable advice.

 

 



__________________

Caron



Master Book-keeper

Status: Offline
Posts: 3904
Date:

Casu wrote:
Bests wrote:

 Unless you're based in London you'd probably have to lower the fees down a bit.


 Why?


 Different area's have different pricing. You couldn't charge the same rate in Doncaster as you can in London, for example.



__________________

John 

 

 

 Any advice given is for general guidance and professional advice should be sought applicable to your circumstances.



Member

Status: Offline
Posts: 21
Date:

Got a demo booked in for next week with practice ignition. From what I've seen the xero integration is one of the main selling points which would work well for me as a xero user. Going to speak to GP as well as I do like the idea of prices being preloaded. Pricing is one of the areas I struggle most with. 



__________________

Sophie x



Master Book-keeper

Status: Offline
Posts: 3904
Date:

Let us know how you get on Sophie.



__________________

John 

 

 

 Any advice given is for general guidance and professional advice should be sought applicable to your circumstances.



Senior Member

Status: Offline
Posts: 359
Date:

softie wrote:

 I do like the idea of prices being preloaded. 

 

 

 

 

standard services standard prices. offer something of real value to get added income



__________________

Caron



Member

Status: Offline
Posts: 21
Date:

Thanks I've been looking at offering a wider range of services. Any you can suggest?



__________________

Sophie x



Senior Member

Status: Offline
Posts: 359
Date:

softie wrote:

Thanks I've been looking at offering a wider range of services. Any you can suggest?


 hardly. have no idea of your skill set/qualifications/experience.  You did no intro when you joined. perhaps add one.



__________________

Caron



Member

Status: Offline
Posts: 21
Date:

Sorry, thanks Casu. Will post one now.

I run a small accounting practice from home, approx 20 clients although looking to grow this number. Other time is spent looking after our 2 children. AAT qualified, 15 years experience in practice. Skill set is small business accounts, ST, PShips, Ltds, self-assessment returns. Biggest client has a t/o of £750K. Xero and Sage are my main go to platforms but have used most others. 

I mainly use Xero for monthly P&Ls and export these to Excel to produce some MAs. A possible added value service I'm looking at offering is a periodic cash flow and budget analysis, so investigating how to price this to ensure max value. 



__________________

Sophie x



Master Book-keeper

Status: Offline
Posts: 3904
Date:

Casu wrote:
softie wrote:

Thanks I've been looking at offering a wider range of services. Any you can suggest?


 hardly. have no idea of your skill set/qualifications/experience.  You did no intro when you joined. perhaps add one.


 Hmmm, the same could be said about you Casu.  All we know is that you're female, and a lady of few words.  smile



__________________

John 

 

 

 Any advice given is for general guidance and professional advice should be sought applicable to your circumstances.



Senior Member

Status: Offline
Posts: 359
Date:

Leger wrote:
Casu wrote:

 Hmmm, the same could be said about you Casu.  All we know is that you're female, and a lady of few words.  smile


 added quals.

TBF dont think I asked a Q that needed b/ground info.  



__________________

Caron



Master Book-keeper

Status: Offline
Posts: 3904
Date:

Hi Caron, nice to have a name to call you rather than a moniker.  

It was a thing we asked new forumites, so we knew what level to pitch the answers, and as you say, that didn't apply to you.  I was just being nosy  smile



__________________

John 

 

 

 Any advice given is for general guidance and professional advice should be sought applicable to your circumstances.

Page 1 of 1  sorted by
 
Quick Reply

Please log in to post quick replies.

Tweet this page Post to Digg Post to Del.icio.us
Members Login
Username 
 
Password 
    Remember Me  
©2007-2024 The Book-keepers Forum (BKF). All Rights Reserved. The Book-keepers Forum (BKF) is a trading division of Bookcert Ltd. Registered in England Company Number 05782923. 2 Laurel House, 1 Station Rd, Worle, Weston-super-Mare, North Somerset, BS22 6AR, United Kingdom. The Book-keepers Forum and BKF are trademarks of Bookcert Ltd. This forum is a discussion forum only. There will usually be more than one opinion to any question and any posting should not be viewed as a definitive solution. No responsibility for loss occasioned to any person acting or refraining from action as a result of any posting on this site is accepted by the contributors or The Book-keepers Forum. In all cases, appropriate professional advice should be sought before making a decision. We reserve the right to remove any postings which are offensive, libellous, self-promoting or engaged in covert marketing. We will not notify users of removals. The views expressed in the forum posts are those of the individual and do not necessary reflect or agree with those of The Book-keepers Forum. Any offensive or unsuitable posts will be removed by the moderators. Any reader of this forum can request for a post to be looked into by sending an email to: bookcertltd@gmail.com.

Privacy & Cookie Policy  About