Stop guessing what new clients will cost you.
TrueScope is a plug-and-play client scoping tool that tells you exactly how complex a prospective client is, what services they need, and what to charge - before you sign the engagement letter.
Sound familiar?
You've been here before.
You know the feeling. A new client seems straightforward. You quote a fair price. Three weeks in, you discover they're 8 months behind on reconciliations, have outstanding tax notices they "forgot" to mention, and their "bookkeeper" was a cousin with a spreadsheet.
Now you're underwater on the engagement and it's awkward to renegotiate.
TrueScope fixes this. It gives you the full picture before you commit, so your scope and fee match the reality from day one.
How it works
A 40-question diagnostic across five areas
Each section builds a complete picture of your prospective client's complexity, risk, and needs.
Business Snapshot
Who they are, how big, how complex
Financial Operations
What systems they use, how money moves, who handles what
Compliance & History
Where the risk lives, what's been missed, what needs attention
Process Maturity
How organized they actually are
Technology & Growth
Where they're headed and what they'll need next
You enter the answers. TrueScope generates:
A complexity score (1–100) that tells you exactly how much work this client represents
A recommended service bundle mapped to your firm's actual offerings and fee ranges
Risk flags with specific action items, so nothing surprises you after signing
A data confidence score that catches clients who say "everything is fine" when it isn't
A polished client-facing report you hand to the client that makes your firm look like a million bucks
What's included
Everything you need,
nothing you don't.
The Scoring Engine (Google Sheets)
The brain of the tool. Enter prospective client answers, get instant scores and recommendations. Pre-loaded with 5 service bundles and benchmark fee ranges you customize for your firm and market. Protected scoring logic means it just works - no formulas to build or break.
40 Intake Questions
Organized by section with answer options ready to go. Use them in a meeting, on a call, printed on paper, or recreated in whatever form tool you already have. No subscriptions or accounts required.
Client-Facing Report (Auto-Generated)
A professional report generated directly from the scoring engine showing assessment results, areas of strength, recommended next steps, and items to address. Ready to export as PDF with your firm's branding. Your lead sees a firm that has its act together.
Internal Scorecard (Auto-Generated)
Your private view generated from the scoring engine with the full complexity score, fee range, risk flags, data confidence, and technology readiness. This is your pricing and scoping reference.
3 Email Templates
Pre-written, customizable emails for every step: inviting the lead to the assessment, delivering the report, and following up to close the engagement.
Setup Guide (Video)
A 15-minute walkthrough that gets you from download to ready-to-use. Configure your service bundles, fee ranges, and branding in one sitting.
Is this for you?
Who TrueScope is built for
✅ Who this IS for
- ✓ Solo bookkeepers and small firms (1–5 people) who take on new clients regularly and want a consistent process for scoping and pricing
- ✓ Anyone who has ever been surprised by a client's actual complexity after signing them
- ✓ Firms that want to present a professional, polished scoping experience from the first conversation
- ✓ Bookkeepers who are tired of quoting based on gut feel and want data behind their pricing
This works regardless of your niche. Restaurants, contractors, e-commerce, professional services, healthcare - the tool adapts to any industry.
❌ Who this is NOT for
- ✗ Firms that already have a formalized intake and scoring process they're happy with
- ✗ Bookkeepers who only take on 1–2 new clients per year (you won't get enough use out of it)
- ✗ Anyone looking for a CRM or practice management tool (TrueScope is a diagnostic, not a platform)
Choose your tier
Simple pricing. No subscriptions.
One-time purchase. You buy it, you own it.
Everything you need to run the diagnostic.
- ✓ Scoring Engine (Google Sheets)
- ✓ 40 Intake Questions reference
- ✓ Setup Guide (video walkthrough)
Best for: bookkeepers who want the scoring model and will build their own client reports.
Get Starter →🔥 Early bird: $247 for the first 10 buyers
The complete kit with client-facing deliverables.
- ✓ Everything in Starter
- ✓ Client-Facing Report (auto-generated)
- ✓ Internal Scorecard (auto-generated)
- ✓ 3 Email Templates (swipe copy)
- ✓ White-label instructions
- ✓ Terms of use
Best for: bookkeepers who want to look professional from the first client interaction.
Get Pro →Pro kit plus personal setup and certification.
- ✓ Everything in Pro
- ✓ 60-minute 1:1 setup call
- ✓ Personalized quick-start notes
- ✓ MATAX-Certified Client Diagnostic Process badge
- ✓ Certified provider directory listing (coming soon)
- ✓ Priority access to v2 features and updates
Best for: bookkeepers who want it done right the first time and want the credential to prove it.
Get Done-With-You →Questions?
Frequently Asked
Your next new client deserves a proper assessment.
And you deserve to know what you're getting into.
Get TrueScope →