The step-by-step course for accountants and bookkeepers who want to stop second-guessing their prices and start running a more profitable, intentional business.
I built this course because too many brilliant accountants and bookkeepers are undercharging, overdelivering, and constantly wondering, "Am I even making money on this job?"
This course changes that.
You’ll leave with a personalised cost card, a clear pricing strategy, and full confidence that your services are priced to support your goals not just cover your costs.
Whether you’re solo or scaling, this playbook will help you price every service in your firm profitably and sustainably.
Take a look inside
A walk through of the course with Rachel Harris
The profitability playbook
The blueprint to delivering every service with confidence, profit and build your practice with growth in mind. This breaks down every service line into delivery points and tells you exactly where you're making money.
Service line breakdowns
The blueprint for delivering bookkeeping, payroll, CIS returns, VAT, management accounts, sole trader accounts, limited company accounts, self-assessment tax returns and corporation tax returns. Each service line broken down with every element of service delivery to help you map your practice.
Self paced tutorials
This on demand course guides you through how to setup your playbooks, how to use cost cards in practice, how to build profitability into your practice from day one.
What’s included:
- Lifetime access to all content and updates
- Editable Profitability Playbook spreadsheet
- On-demand video lessons (watch any time, at your pace)
- Practical pricing activities and reflection prompts
- Real examples from a multi-7-figure firm
Curriculum
- How to setup and customise your profitability playbook (5:32)
- How to calculate hourly rates for you and your team (9:56)
- Workflow spreadsheet
- Limited company accounts preparation
- Corporation tax return preparation
- Bookkeeping
- VAT return preparation
- Payroll
- Management accounts
- Sole trader accounts preparation
- Self-assessment tax return preparation
- CIS returns
About the author
Rachel Harris is disrupting what it means to be an accountant, a business owner and an employer in 2025. She is a TEDx speaker, content creator, author, business owner and most importantly... an accountant! As the official accounting personality of the year & breakout star of the year, Rachel adds value to her audience of 150,000 by creating completely free long and short form content delivering financial education! She is passionate about free financial education for everyone, she is the founder of @accountant_she, her £1m firm striveX accountants, striveX audit, striveX consulting and striveX mortgages.
What’s inside:
1. Welcome, outcomes & goal setting
Get clear on your pricing goals and what profitability really looks like for your firm.
2. Your Profitability Playbook tools
Download your editable spreadsheet and get a full walkthrough so you know exactly how to use it.
3. Setting up your cost card
Step-by-step training to calculate your hourly rates, customise your workflow, and set a solid foundation.
4. Service-by-service pricing
We break down the real cost and profit planning for:
- Bookkeeping
- VAT returns
- Payroll
- Management accounts
- Limited company accounts
- Corporation tax returns
- Sole trader accounts
- Self-assessment
- CIS returns
5. Pricing for Profitability: Strategy Series
4-part video series on:
- Why hourly rates are dead
- Packaging your services
- Overcoming objections
- Increasing your fees
Each one includes real examples, activity sheets, and reflection prompts to take action straight away.