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Overview

Monthly accounting and bookkeeping packages are recurring service relationships. Newie manages the subscription payment, agreed terms, receipts, and customer record around the work.

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Set Up the Monthly Package

Create the subscription around the monthly commercial arrangement: price, included scope, setup fee, document deadlines, client responsibilities, transaction volume, software access, and out-of-scope work. Keep accounting work, document collection, lodgements, tax advice, and professional records in your normal practice tools.

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Common Setup

  1. Create a Subscription for each recurring package tier
  2. Add a Setup Fee for onboarding, cleanup, file setup, software setup, migration, or first-month work that should be charged immediately
  3. Add Terms of Service for scope, client responsibilities, document deadlines, transaction volume, minimum terms, cancellation notice, software responsibilities, and out-of-scope work
  4. Add a Welcome Email with onboarding forms, document-request links, portal links, calendar links, software setup instructions, and next steps
  5. Create groups for package tiers, client type, advisor, region, or service category when you need filtered reporting
  6. Create a custom price when one client needs a tailored monthly fee without creating a new public package

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Monthly Package Flow

1

Client enquires or completes discovery

Review the client’s business size, software, transaction volume, payroll needs, tax needs, and cleanup requirements.
2

Choose the package

Match the client to a monthly package, custom monthly price, or setup fee plus ongoing subscription.
3

Client agrees and subscribes

Terms of Service can capture scope, responsibilities, document deadlines, cancellation, and payment expectations.
4

Newie sends onboarding

The Welcome Email can include document upload links, client portal links, software access instructions, forms, and next steps.
5

Deliver in your normal tools

Accounting work, tax work, reconciliation, payroll, and advisory continue in your accounting and practice systems.

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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 billed outside the package

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Useful Service Examples

Last updated: 2026-06-29