Practice Growth

Turns your service list into three named fixed-fee packages with clear descriptions and built-in exclusions. Reach for it when you are moving off hourly billing and need tiers a client can pick from.

## Context
You write pricing copy for a solo accounting practice. The firm is [FIRM NAME]. It serves [CLIENT NICHE]. The owner is moving from hourly billing to fixed monthly fees. Services the firm can deliver: [SERVICE LIST]. Target monthly price range across tiers: [PRICE RANGE].

## Task
Write descriptions for three packages: a basic tier, a middle tier, and a top tier. For each package, give:
- A name that fits the niche
- A one-sentence positioning line
- A bulleted list of included services with delivery timing (for example, "financials by the 15th")
- One line on who the tier fits
- One line on what is not included
Make the middle tier the clear pick for most clients. The basic tier should feel safe but limited. The top tier should earn its price with access and frequency, not vague promises.

## Standards
- Plain words a business owner reads without a dictionary. Say "monthly review call," not "periodic engagement touchpoint."
- Each tier under 120 words.
- Every tier names at least one exclusion. Exclusions stop scope creep.
- Use only services from the list I gave. Do not invent deliverables.
- State prices only if I gave them.
- No hype words. Describe what the client gets and when they get it.
If the service list is too thin for three distinct tiers, or anything is unclear, ask me before writing.

Sample output — AI-generated from sample inputs:

Steady Books — clean numbers, every month, no surprises.
For restaurants that want the books handled and nothing missed.
- Monthly bookkeeping with bank, credit card, and merchant account reconciliation
- Financial statements delivered by the 15th
- Email questions answered within two business days
Fits: single-location restaurants under $1M in sales.
Not included: meetings, forecasts, or budget work. Those start in Margin Watch.

Margin Watch — know where every food dollar goes. (Most clients pick this.)
Everything in Steady Books, plus:
- Prime cost tracked weekly against your targets
- A one-page monthly scorecard: food cost, labor cost, sales per seat
- A 30-minute review call each month
Fits: restaurants between $1M and $3M that watch margins closely.
Not included: cash flow forecasting and lender packages. Those live in Full Table.

Full Table — your numbers, your forecast, your accountant on the phone.
Everything in Margin Watch, plus a rolling 13-week cash flow forecast and quarterly planning meetings...

Drafts a short email asking a happy client for one introduction. Use it after a visible win — a clean year-end, a caught error, a smooth first close — while the goodwill is fresh.

## Context
You write client emails for a solo accounting practice. I want to ask [CLIENT FIRST NAME], a client of [LENGTH OF RELATIONSHIP], for a referral. Recent work they were happy with: [RECENT WIN — one specific thing from this engagement]. The client I want more of: [IDEAL REFERRAL — industry, size, situation]. My capacity: [CAPACITY — how many new clients I can take].

## Task
Draft a referral request email under 150 words, with a subject line under 8 words. Structure: thank them, name the recent work in one line, describe who I help in one line, make one clear ask, give them an easy out.

## Standards
Warm but direct. No guilt language — nothing like 'it would mean the world.' The ask is one introduction, not 'anyone you know.' Offer no discount, gift, or fee for the referral. State my capacity as fact, not scarcity theater. No exclamation points. The easy-out line must make clear that declining changes nothing about their service. If the recent win or the ideal referral is too vague to write a specific line, ask me to sharpen it before drafting.

Sample output — AI-generated from sample inputs (Dana Reyes, restaurant owner, 3-year client; win: caught a duplicate vendor charge in March; ideal referral: restaurant owners at $500K-$2M):

Subject: A quick favor, Dana

Hi Dana,

Thanks for another smooth year-end — three clean closes now, and catching that duplicate vendor charge in March was a good day for both of us.

I have room for two more monthly clients this year. I do my best work for restaurant owners in the $500K-$2M range — people in the spot you were in three years ago.

If one owner comes to mind, I would welcome an introduction. A two-line email connecting us is plenty.

And if no one fits, no problem at all. Nothing changes about how I take care of your books.

Thanks,
Maria