A free, data-driven Google Sheet matrix designed for bookkeepers and accountants to evaluate client workload, operational friction, and exact pricing triggers.

THE PROBLEM WITH FIXED-FEE CLIENTS:
Fixed fees offer predictable revenue, but client scope grows silently:
• Transactions double without fee adjustments.
• “Quick questions” turn into 30-minute unscheduled calls.
• Same-day urgent requests disrupt your team’s workflow.

Not every workload increase requires a price raise, but every shift needs a structured decision.

WHAT THIS MATRIX SOLVES:
The Scope Creep & Pricing Matrix removes guesswork from client reviews by analyzing:

1. Current fee vs. actual average hours.
2. Monthly transaction volumes & sub-accounts.
3. Unscheduled meetings, follow-ups, and rework.
4. Qualitative friction scores (delays, urgency, complexity).

AUTOMATED ACTIONS GENERATED:
🟢 KEEP | 🟡 REVIEW | 🟠 REPRICE | 🔵 REPACKAGE | 🔴 EXIT

Includes: Interactive Google Sheet Template (Instant Copy Link) + Decision Guide. 100% Free.