Bookgel has released a pricing and closing application for accountants. The company describes its product as providing “a structured process to secure new business and reprice existing clients."
Bookgel, which raised money through a crowdfunding campaign this year, says the software generates an optimal fee via a proprietary algorithm. It prompts accountants to ask client questions, including those designed to close and upsell business.
It then sends an engagement letter for e-acceptance.
Bookgel was developed by Allan Ratafia and Marc Howard, who developed BizPayO, a platform for online payments, proposals, and automated Google reviews
Bob Scott has provided information to the tax and accounting community since 1991, first as technology editor of Accounting Today, and from 1997 through 2009 as editor of its sister publication, Accounting Technology. He is known throughout the industry for his depth of knowledge and for his high journalistic standards. Scott has made frequent appearances as a speaker, moderator and panelist and events serving tax and accounting professionals. He has a strong background in computer journalism as an editor with two former trade publications, Computer+Software News and MIS Week and spent several years with weekly and daily newspapers in Morris County New Jersey prior to that. A graduate of Indiana University with a degree in journalism, Bob is a native of Madison, Ind