Modern accounting firms use AI to draft proposals straight from discovery-call transcripts — and price them in three tiers. Toggle services, size the client, and watch the pillars (and the price) respond.
How does the proposal builder translate service scope, client revenue, and tier selection into monthly fees and estimated return on investment?
This interactive tool visualizes value-based three-tier packaging for modern accounting engagements. Rather than multiplying hourly rates by billable time, it calculates each tier's retainer using an additive base fee, service-level weights that activate only for eligible tiers, and a sublinear scale factor based on client revenue. It also evaluates an estimated monthly client value and ROI multiple using heuristic loaded labor and risk-avoidance assumptions.
The $85/hour client cost proxy, 40% risk-avoidance surcharge, and 0.55 revenue exponent are hardcoded demonstrative heuristics rather than empirical benchmark standards. Real-world accounting fee structures depend on transaction volume, ledger complexity, jurisdiction, software licensing, and professional liability rather than revenue scaling alone.
With default settings ($1.0M revenue, monthly bookkeeping and AI drafting checked), the active Gold tier quote is $1,280/mo with 22h saved and 1.9x client ROI. Click the 'SILVER' button. The selection changes to Silver tier, updating the displayed monthly price to $930/mo, hours saved to 18h, estimated client value to $1,900/mo, and client ROI to 2.0x, while repositioning the gold 3D marker above the middle pillar.
The script specifies base prices for tiers ($220 for Bronze, $380 for Silver, and $560 for Gold). For each checked service, if that service includes tier t, an incremental value is added equal to service price multiplied by (0.6 + 0.25 * t). Monthly bookkeeping is included across all three tiers, whereas AI drafting and tax planning apply to Silver and Gold, and crypto tracking and CFO dashboards are exclusive to Gold.
Client revenue scales these values sublinearly using (revenue in millions)^0.55. The unrounded sum is scaled by this multiplier and then rounded to the nearest ten dollars, producing the monthly retainer quoted in the panel.
Hours saved begin at a base of 4 hours, adding tier-weighted hours from enabled eligible services, scaled by the square root of the revenue multiplier. The tool then calculates client value as hours saved multiplied by an assumed $85/hour loaded labor cost, plus 40% of the tier price as a risk-avoidance proxy. Dividing this value by the monthly retainer yields the displayed client ROI multiple.
The default scope checks bookkeeping and drafting at one million dollars client revenue. Bronze supports bookkeeping only, so two hundred twenty plus four hundred times point six gives four hundred sixty. Silver uses three hundred eighty plus six hundred fifty times point eight five, rounded to nine hundred thirty. Gold uses five hundred sixty plus six hundred fifty times one point one, rounded to twelve hundred eighty. These are assigned illustrative prices. The separately declared tier factor array is not used by the price function. The scale control divides its integer value by ten to obtain revenue in millions. The multiplier raises that value to point five five. Four million therefore produces a factor about two point one four rather than four. Gold default scope then becomes roughly two thousand seven hundred thirty after nearest ten dollar rounding. Pillar height is point eight plus price divided by maximum price times five point two, so the visual compares tier ratios rather than using a fixed dollar scale across configurations. Default Gold hours saved is four plus sixteen service hours times one point one, rounded to twenty two. The value proxy uses eighty five dollars per hour plus forty percent of the displayed price, giving two thousand three hundred eighty two, rounded to two thousand three hundred eighty. The shown value to price ratio rounds to one point nine times. This is arithmetic over assumptions, not measured labor savings, a verified return, tax guidance or a real engagement quote. No accounting work, proposal generation or wallet synchronization is performed by this page.