Bookgel The ultra-fast closing & value-pricing tool for accountants

Be a polished closer & instantly nail the right fee with Bookgel.

Selling and Pricing System for Accountants

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

Pricing Process for Accountants, Enrolled Agents

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:

Selling Skills for Accountants – Tax Professionals
  • 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

Selling System for Bookkeepers
  • 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
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