Sell Cleanup, Tax, and Advisory Work

Use Newie for bookkeeping cleanup jobs, tax work, setup projects, advisory projects, fixed-scope accounting work, and project payment plans.

Use this when you sell a fixed-scope accounting, bookkeeping, tax, or advisory job rather than a normal monthly package.

Examples include bookkeeping cleanup, catch-up work, tax preparation, software setup, Xero or QuickBooks migration, reporting setup, advisory projects, business-structure reviews, or one-off CFO work.

What the Firm Needs

Fixed-scope accounting work can become messy if the client does not supply documents, software access, or approvals on time. Use Newie to collect payment and document the commercial terms before work begins.

For cleanup and advisory projects, separate the project payment from any ongoing monthly package. Once the project is accepted and the future scope is clear, sell the monthly subscription separately.

Common Setup

1. Create a One-Off Service for fixed-scope jobs paid upfront
2. Create an Installment Plan when a larger fixed total should be split across scheduled payments
3. Create separate One-Off Services for deposits, project fees, tax jobs, cleanup jobs, or final balances where each needs its own link or reporting
4. Use Terms of Service for scope, documents required, client responsibilities, deadlines, refund rules, and what happens if information is missing
5. Use Welcome Emails for document checklists, upload links, portal links, software access instructions, forms, and next steps
6. If the project becomes ongoing work, sell a separate monthly subscription package after the project is accepted

Project Sale Flow

1. Client requests help

   The client needs cleanup, tax work, setup, migration, advisory, or another fixed-scope project.

2. Scope the job

   Confirm the work, documents required, price, delivery expectations, and whether the client pays upfront or over time.

3. Send checkout

   Use a One-Off Service for upfront payment or an Installment Plan for scheduled payments over a fixed total.

4. Client agrees and pays

   Terms of Service can capture scope, deadlines, client responsibilities, and payment expectations before checkout.

5. Newie sends next steps

   The Welcome Email can include document upload links, software access instructions, forms, and expected timelines.

6. Start once payment and access are ready

   You can wait until payment, agreement, documents, and software access are in place before beginning the project.

Project Scope to Define

• Which periods, entities, accounts, or returns are included
• Which documents, access permissions, or files the client must provide
• Whether the project starts only after payment and documents are received
• What happens if the client supplies incomplete information
• Whether advisory calls, review meetings, or follow-up changes are included
• Whether the work moves into a separate monthly package after cleanup

Useful Service Examples

Offer	Newie Setup	Notes
Bookkeeping cleanup	One-Off Service	Good for a fixed project fee paid upfront
Cleanup paid over time	Installment Plan	Good for a larger fixed total split across scheduled payments
Tax return or annual accounts job	One-Off Service	Use terms and onboarding links for required documents
Software setup or migration	One-Off Service	Can include portal links and access instructions in the Welcome Email
Advisory project	One-Off Service or Installment Plan	Choose based on whether the client pays once or over time
Ongoing monthly work after cleanup	Subscription	Sell separately when the ongoing scope is agreed

Last updated: 2026-06-01