Bespoke Pricing Calculator Case Study
Emerald Sky: Making Complex Accountancy Pricing Simple
Pricing accountancy services is not always straightforward. Every business has different requirements, from the volume of bookkeeping transactions to tax returns, management accounts and additional advisory services.
Probeck developed a bespoke pricing calculator for Emerald Sky Accounts, allowing prospective customers to build an indicative proposal based on the services they need.
The same system also supports Emerald Sky's internal quotation process, enabling the team to prepare and send tailored proposals during discovery calls.
- Tailored pricing
- Calculated around customer requirements
- Multiple services
- Bookkeeping, tax and advisory
- Internal quoting
- Prepare proposals during discovery calls
- Automated proposals
- Consistent pricing and email delivery
The Challenge
When One Price Doesn't Fit Every Customer
Accountancy services rarely fit neatly into a single fixed-price package.
Two businesses may both need bookkeeping support but create very different workloads. One may have a relatively small number of invoices and bank transactions. Another may require more frequent reconciliation, VAT returns, management accounts and additional services.
Emerald Sky needed to give prospective customers useful pricing information without relying on an oversimplified price list that might not reflect the work involved.
The team also needed a reliable way to prepare tailored quotations when speaking directly with prospective clients. The objective was a consistent approach to pricing that could still accommodate the requirements of each business.
The Solution
A Calculator Built Around the Services Being Quoted
Probeck developed a bespoke online pricing calculator that allows prospective clients to select the accountancy services they require.
Each category presents questions relevant to that service. Bookkeeping requirements can include sales invoices, purchase invoices, bank reconciliation, VAT returns and transaction volumes. Other areas may need information about business turnover, tax circumstances or reporting requirements.
The selections are brought together into one indicative proposal rather than asking the customer to choose from a small number of generic packages.
Explore Probeck's wider approach to bespoke pricing calculator development.
Bookkeeping
Transactions, reconciliations and VAT requirements.
Advisory services
Additional support around the business's requirements.
Self assessment
Questions relevant to the customer's tax circumstances.
Limited company accounts
Company information and reporting requirements.
Corporation tax
Tax work included within the proposal.
Pricing That Responds to the Customer
Different Requirements Produce Different Proposals
The pricing logic responds to the services and answers selected by the prospective customer.
Different services can use different pricing structures. The proposal can distinguish recurring monthly fees from one-off charges, then apply the relevant pricing rules and applicable discounts.
The customer can review a breakdown showing how the different parts of the proposal contribute to the indicative cost. The pricing remains subject to confirmation during the discovery process.
This provides useful pricing guidance while leaving the final scope and price to the discovery process.
How the Customer Calculator Works
From Service Selection to Discovery Call
The public calculator guides a prospective customer through five clear stages while keeping the result indicative until Emerald Sky confirms the requirements.
- 01
Select the Services
Choose the accountancy, bookkeeping or advisory services required.
- 02
Answer Relevant Questions
Provide the information needed to calculate an indicative cost.
- 03
Review the Pricing
See estimated recurring monthly and one-off charges.
- 04
Submit the Proposal
Provide contact details and receive a proposal copy by email.
- 05
Arrange a Discovery Call
Discuss the requirements and confirm the proposed services.
Indicative pricing: submitting the proposal starts the next step in the conversation. It does not automatically create a contract.
The Internal Quotation System
The Same Calculator, Used During Discovery Calls
The pricing functionality is also available through Emerald Sky's internal administration portal.
During a discovery call, the team can discuss the prospective customer's requirements, select the relevant services and prepare a tailored quotation using the same pricing process as the public calculator.
The quotation can then be sent directly to the prospective customer. This gives staff a structured way to work through the conversation and prepare the proposal while the requirements are being discussed.
Both routes use the same underlying pricing system, so Emerald Sky does not need to maintain separate public and internal calculation methods.
Automation and Business Benefits
Turning a Pricing Page Into a Practical Business Tool
A conventional pricing page may show several starting prices and ask the visitor to make contact. Emerald Sky's calculator plays a more active role in the enquiry and quotation process.
Prospective customers can explore the available services and understand how their requirements affect the indicative cost. The structured questions also collect information that is useful before or during a discovery conversation.
The website therefore does more than advertise services. It connects customer-facing functionality with the way Emerald Sky prepares quotations internally.
This is the difference between a standard website feature and a custom web application shaped around a business process.
Consistent calculations
Both interfaces use the same pricing logic.
Structured discovery
Relevant questions guide customer and staff conversations.
Tailored proposals
Selected services and charges are brought into one proposal.
Email delivery
Proposal information can be sent directly to the prospective customer.
See how Probeck approaches wider business process automation and integrations, or explore the surrounding website development service.
The Result
One Pricing System, Two Ways to Generate Proposals
The result is a connected pricing and quotation system supporting both prospective customers and Emerald Sky's internal team.
Customers can explore services, build an indicative proposal and submit their details before an initial conversation. When someone prefers to discuss the requirements directly, Emerald Sky can use the same system internally to prepare and send a tailored quotation during the discovery call.
The pricing process remains consistent regardless of how the enquiry begins.
For Probeck, the project demonstrates how a bespoke pricing calculator can become part of a wider quotation workflow by connecting public website functionality with internal business processes.
Is Your Pricing Too Complicated for a Standard Website?
Emerald Sky needed more than a simple price list. Its calculator had to understand different services, apply pricing rules and support the team when preparing quotations during customer conversations.
If your business spends time calculating prices, preparing quotations or explaining complicated pricing structures, Probeck can develop a calculator that works around your services and processes.