Be a polished closer & instantly nail the right fee with Bookgel.
Be a complete accounting firm by adding Bookgel:
- 1) Build Your Firm (provides a strong presence for lead generation)
- 2) Bookgel (automates closing those leads)
- 3) BizPayO (gets you paid)
For technical support on Bookgel, please contact [email protected]
What is Bookgel?
No more underpricing or stressful fee calculations. Using AI technology, Bookgel, a cloud-based application, works in real-time and guides accountants and CPAs through a structured process to secure new business and reprice existing clients.
Bookgel produces an optimal fee via a proprietary algorithm, prompts accountants to ask the precise client questions, inspires how to close and upsell (including what to say and when) and finally, sends the engagement letter for e-acceptance and cash flow.
The Bookgel cloud application is easy to use, sets-up in minutes and can be used to close and price new prospects and existing clients.
No underpricing. No guesswork. No hassle. 100% ROI money-back guarantee.
Who Bookgel is for:
- If most of your clients are hourly or yearly and you want an easy way to convert them to more predictable recurring subscription revenue
- Sales is not your core strength and you want a proven process to close prospects and upsell existing clients without being "salesy"
- You find yourself becoming more overworked and underpaid
- You do not have an effective strategy to communicate your value over price
- It takes you days instead of minutes to close a new client
- Firms that know they save their clients money and are happy to express this.
- Firms that view their clients as subscribers to their services, vs commodity pricing
- Firms that are unsure if they are underpricing or are unsure what the right pricing should be.
- Firms that want to increase the fees for existing clients who are underpriced
- Firms who are comfortable with using Zoom or screenshare to make a strong impression
- You want to use value-based pricing techniques but don't want to spend months learning
Benefits of Using Bookgel
- Implement value-based pricing in minutes not weeks or months
- Works real-time with your prospect right over Zoom or any remote tool
- Show clients how much you will save them before showing your price
- Go from less predictable hourly or one-time fees to a subscription model
- Never forget the right questions to ask
- Turn any service into a monthly recurring subscription
- Give your clients a choice without resorting to discounts
- Send engagement and get paid with the click of a button
- Increase your firm's value with more recurring contracts
- No need to be a "salesperson" - sell naturally
- 100% cloud-based web app with bank-level encryption
- Nothing to install, works within minutes, no training required
- Make your first impression count
- 100% ROI money-back guarantee