ROI & Analytics· 3 min read· By The SpideyChat Team

Monthly Bookkeeping Package Questions

Bookkeeping packages are compared badly because nobody explains what is inside them. Example conversations that make monthly pricing understandable.


Three bookkeepers quote a business owner three different monthly figures. One is half the price of another. She has no way of knowing that the cheapest excludes VAT returns, the most expensive includes payroll and management accounts, and none of them asked how many transactions she has.

Bookkeeping is sold badly because the thing being bought is invisible.

What owners ask

Owners usually ask what a monthly package costs, what is included, whether VAT returns are extra, whether payroll is included and what it costs per employee, which software is used and whether they pay for it, how often accounts are updated, whether they get reports, whether year-end accounts are included and what happens if their volume grows.

Price by volume, transparently

Transaction volume is the real driver. Publishing bands, such as up to a certain number of bank transactions a month, with the corresponding fee, lets owners place themselves and understand why quotes differ. It also protects you when a client's volume doubles.

Example conversations

These scripts use information a firm might publish. Your answers should come from your own pages.

Owner: What would monthly bookkeeping cost for my business? Assistant: The packages page shows monthly fees by transaction volume, with what each package includes. Could you tell me roughly how many bank transactions you have each month, how many accounts or cards the business uses, and whether you are VAT registered or run a payroll?

Owner: Is VAT included? Assistant: The page explains which packages include VAT returns and what the charge is if added separately, along with the deadlines the team works to.

Owner: What if my volume goes up? Assistant: The page explains how packages are reviewed, including the volume thresholds and how much notice is given before a change in fee.

Software questions

Owners worry about being forced onto a system they do not want, or paying twice for subscriptions. Explaining which software you work with, who pays for it and whether you can adapt to theirs removes a sticking point.

What is not included

Year-end accounts, tax returns, ad hoc reports and cleanup work are often separate. Saying so plainly prevents the most common bookkeeping complaint, which is a bill for something the client assumed was covered.

How often work happens

Owners want to know whether their books are done weekly, monthly or only before a deadline. Explaining the rhythm, and when they can expect to see figures, matters more to many businesses than the fee itself, because it decides whether they know how the business is doing during the year or only long afterwards.

Clients arriving behind

Many new clients need catch-up work first, handled as described in bookkeeping enquiries from owners behind on their books.

Fixed fees as a selling point

Predictable monthly pricing is what small businesses want, which is the theme of fixed fee questions every accountancy practice hears.

Hidden costs damage trust

Unexpected extras undermine a relationship built on financial trust, the same dynamic described in hidden costs answering services. Clear package contents matter as much as they do for the venue packages in wedding venue enquiries in hotels.

Getting started

Publish packages with volume bands, list what is excluded and capture volumes at any hour. SpideyChat for accountants answers from your published pages, plans are on the pricing page and the chatbot ROI calculator helps size the time saved on quoting.

Frequently asked questions

How much does monthly bookkeeping cost?
It depends on transaction volume, the number of accounts, whether VAT and payroll are included and which software is used. Firms should publish packages with volume bands.
What is included in a bookkeeping package?
Typically transaction processing, bank reconciliation, and depending on the package, VAT returns, payroll, management reports and a regular review.
Can a website assistant quote a monthly bookkeeping fee?
It can share published packages and capture volumes so the firm can confirm the right band.

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