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 redefining what it means to be an accountant, employer, and modern business leader. A TEDx speaker, award-winning content creator, and founder of striveX® and @accountant_she, Rachel has become one of the most recognisable and trusted voices in UK finance.
Named Accounting Personality of the Year, she combines practical expertise with relatable storytelling, delivering free financial education to an audience of more than 255,000 across social media. Rachel champions ethical, values-driven business - building a profitable firm that invests in local jobs and high standards.
She works directly with HM Treasury and Downing Street on UK tax policy and financial wellbeing, while helping founders, creators, and accountants build smarter, more confident businesses. Above all, Rachel believes financial knowledge should be accessible to everyone, and she’s here to make that happen.
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.