Engager.app Implementation
At Books and Balance, we support fellow finance professionals to streamline their workflows and present services with confidence. Whether you're just starting with Engager.app or want to optimise your existing setup, we offer expert implementation, pricing matrix design, and practical training tailored to your business. With our support, you’ll spend less time on admin and more time focusing on what you do best – looking after your clients.
Engager.app Set
Select the plan that best fits your needs and seamlessly adapts to support your future growth.
Basic Setup
£300-£500
Comprehensive data import (up to 100 records)
Custom configuration of default services, fee structures, and engagement letter templates
One 1-hour training sessions
Advanced Setup
£800-£1,200
Comprehensive data import (up to 500 records)
Custom configuration of
services, engagement letters, and pricing
Integration support (e.g., Xero, QuickBooks)
Two 1-hour training sessions
Email and Teams support for 14 days
Premium Setup
£1,500-£2,000
Full data migration (500+ records)
Bespoke configuration of all system elements
Full integration setup with accounting software
Extended virtual support 30 days of priority post-implementation support
Pricing Matrix Only Set Up
Select the plan that best fits your needs and seamlessly adapts to support your future growth.
Basic Set Up
£195-£295
Setup of up to 10 core services
Basic pricing structure (hourly or fixed fees)
One service category (e.g., bookkeeping only)
Training video or 30-minute walkthrough
Email support for 7 days post-setup
Advanced Set Up
£300-£500
Setup of up to 25 services across 2–3 categories
Tiered pricing or value-based pricing models
Custom add-ons or package creation
Review of existing pricing strategy
1-hour virtual training session
Email and Teams support for 14 days post-setup
Premium Set Up
£600-£900
Unlimited services/categories setup
Custom packages, tiers, discounts, and bundling
Integration of time-based or effort-based factors
Strategy call to align pricing with business goals
Two training sessions (1 hour each)
30 days priority support (Teams, email, Loom)
Power Hours
Book an Engager.app Power Hour with us
Power Hour
£125
Pre-session questionnaire to tailor the session to your needs
60-minute 1:1 Teams session covering any area of your choice, such as:
Pricing Matrix tweaks
Engagement letter templates
Optimising workflows
Client onboarding setup
Troubleshooting and Q&A
Loom recap (recorded walkthrough of your setup or solutions discussed)
Follow-up email with notes, links, and recommendations
Power Hour Bundles
£225
Need more than 1 hour? Save with our Power Hour Bundles.
All of what is included in the Power Hour
2 hours for £225 saving £25
Power Hour Bundles
£440
Need more than 1 hour? Save with our Power Hour Bundles.
All of what is included in the Power Hour
4 hours for £440 saving £60
TESTIMONIALS
What others are saying
"Brilliant job"
Steph helped me to migrate my whole pricing matrix over from one system to Client Engager. She did a brilliant job and advised on more efficiencies within CE where she saw them and not just copying across. She saved me hours of stress and additional work. I would definately work with Steph again.
Fiona Brownlee
Sterling Financial Management
"Thank you Steph"
Steph worked to set up a CRM system for me. She completed the set up exactly how I asked and helped me make tweaks as I found them over the following months. You saved me so much time and now I’m super organised!
Katheryn Frimmond
Your Local Bookkeeper
"Saved me hours"
Steph was brilliant at helping me get Engager App set up and working. Her expertise saved me hours of time and she was a pleasure to work with.
Thank you Steph!
Helen Scurr
Maple Tree Tax and Accounting Services
Innovation
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