Cost per client, by tier
Plan price divided by the clients it includes. Annual billing; monthly runs higher.
Utilization moves this number more than the tier does. Scale, as you add clients:
What the $49.97 covers
For every client, built from their QuickBooks or Xero. Unlimited users included.
Rolling 12-month forecast
Multi-entity consolidation
Weekly cash flow view
Payroll integration
Scenario and hiring plans
Client-ready dashboards
Three ways firms cover it
Pick the one that fits and lift the script.
Build it into new-client pricing
Say this“Our advisory engagement includes a rolling 12-month forecast and a weekly cash flow view. That’s part of the package, not an upgrade.”
Fold it into an existing retainer at renewal
Say this“We’re upgrading the reporting you already get. Same fee. Starting next month you’ll see a rolling 12-month forecast and a weekly cash view.”
Raise the fee, but attach a new deliverable
Say this“Starting next quarter we’re adding a rolling 12-month forecast, weekly cash flow, and scenario modeling to your monthly package. The fee moves from $2,500 to $2,750.”
What it takes to pay for itself
Ninety days on Scale is $4,497, so paying for itself means recovering $1,499 a month. Three ways:
A 2% adjustment on a $2,500 retainer, across 30 clients. $50 × 30 = $1,500 a month.
One conversation instead of thirty. Easiest if you are already moving a client into CFO-level work.
15 minutes per client per month. At $200 an hour, 7.5 × $200 = $1,500.
Or against churn: Scale is $17,988 a year, one client at $2,500 a month is $30,000.
Questions your partners will ask
What if we roll it out and nobody uses it?
Unlimited users, so nobody rations logins. And forecasts build themselves from QuickBooks or Xero, so the deliverable exists whether or not anyone logged in.
What about our smallest clients?
Against a client billing $450 a month, $49.97 is 11.1% of the fee. That's not a rounding error. Clients that small usually aren't on the platform yet.
Bring your own numbers
Take the tier you'd buy, divide by the clients you'd onboard this quarter, and hold it against your median fee.
