Use this when you sell a fixed monthly accounting or bookkeeping package instead of billing every task separately. You might package ongoing work as monthly bookkeeping, reconciliations, payroll, tax support, reporting, advisory, or CFO-style review. Newie can manage recurring payment, agreed terms, receipts, and customer records while you continue delivery in your accounting, document, portal, or practice-management tools.Documentation Index
Fetch the complete documentation index at: https://newie.mintlify.app/llms.txt
Use this file to discover all available pages before exploring further.
What You Need
You are usually trying to stop billing every small task manually. A good monthly package gives the client a predictable payment and gives you enough structure to manage scope, document deadlines, transaction volume, software access, and out-of-scope work. Newie should hold the recurring payment and agreed terms. Keep accounting work, document collection, lodgements, tax advice, and professional records in your normal practice tools.Common Setup
- Create a Subscription for each recurring package tier
- Use a Setup Fee for onboarding, cleanup, file setup, software setup, migration, or first-month work that should be charged immediately
- Use Terms of Service for scope, client responsibilities, document deadlines, transaction volume, minimum terms, cancellation notice, software responsibilities, and out-of-scope work
- Use Welcome Emails for onboarding forms, document-request links, portal links, calendar links, software setup instructions, and next steps
- Use groups for package tiers, client type, advisor, region, or service category where reporting needs separation
- Use custom pricing when one client needs a tailored monthly fee without creating a new public package
Monthly Package Flow
Client enquires or completes discovery
Review the client’s business size, software, transaction volume, payroll needs, tax needs, and cleanup requirements.
Choose the package
Match the client to a monthly package, custom monthly price, or setup fee plus ongoing subscription.
Client agrees and subscribes
Terms of Service can capture scope, responsibilities, document deadlines, cancellation, and payment expectations.
Newie sends onboarding
The Welcome Email can include document upload links, client portal links, software access instructions, forms, and next steps.
Package Scope to Define
- Transaction volume or activity level included in the package
- Bank accounts, credit cards, entities, payroll, sales tax, or tax support included
- When documents must be supplied by the client
- What happens when documents arrive late or access is missing
- How cleanup, migration, or setup work is charged
- What advisory, CFO, or review calls are included
- What work is out of scope and charged separately
Useful Service Examples
| Offer | Newie Setup | Notes |
|---|---|---|
| Monthly bookkeeping package | Subscription | Good for recurring fixed-fee bookkeeping |
| Accounting plus payroll package | Subscription | Create separate package tiers where scope is meaningfully different |
| CFO or advisory package | Subscription | Good for recurring review calls, dashboards, or advice |
| Onboarding or setup fee | Setup Fee on a Subscription | Collected at checkout before recurring billing continues |
| Custom monthly package | Subscription with custom price link | Good for client-specific pricing from a standard package |
| Cleanup before monthly work | One-Off Service plus Subscription | Sell the cleanup separately, then start the recurring package |