What is the best way for a Bookkeeper or an accountant to transition clients from billing after the work is done, to billing up front?


Our monthly pricing package for clients includes their QBO subscription and a set number of hours of work. For those that go over that month’s time, I bill the difference on the 1st day of the month, to the card I have on file. The signed engagement agreement I have for each client spells out all my fees, so there should be no surprises.

I switched almost all of my clients over from a ‘Bill After’ system to an ‘Auto-Charge’ on the 1st of the month.

I phrased it as efficiency and asked if they would prefer me to continue to invoice them on the 1st (instead of whatever date I had historically used for them) or if they would prefer I keep their account or credit card on file. All my clients but one signed up for the Auto-Payments and the other one is a good client, so I will accept my check once a month from her.

Don’t be afraid of this!

Lana is the owner & Head Bookkeeper at Hill Bookkeeping & Consulting LLC. They offer cloud-based accounting solutions with QuickBooks Online and QuickBooks Self-Employed.