Geraldine Carter

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Proposals - How to Time Work?

A great question came in from this webinar on Proposals.

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"When paying up front, what if the prospect wants the work done immediately? Accountants are busy, and sometimes clients expect us to drop everything to work on their stuff."

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In your Discovery Meeting, make sure you surface information about their desired timeline. They may cite a range for when they would like to get started or have a certain project complete, like 3 months from now, next month, or "yesterday".

Because results are often more valuable when delivered more quickly, your fees can capture the increased value. (Don't do a rush job without getting compensated for it!)

For example, you might adjust project fees by completion date:

Dec 31st: $1000
Nov 15th: $2500
Saturday: $7500

You set the price such that doing the work on each timeline is worth it to you.

Then, let your client weigh their options.