Pricing & Services
At The Software Coach, we specialise in business software that connects the dots between your accounting platform — Xero or otherwise — and the wider fintech tools that keep your operations moving.
From job and stock management to project delivery, reporting, and forecasting, we help you build a system where every part works together. And because clarity matters, we’ve made our pricing just as straightforward as our services.
How we work with you
Every business is different, but the path to better systems follows a clear journey.
We start by understanding your business, then build and integrate the right tools. We train your team, address your core workflows, and make sure you have the clarity to make smarter decisions. And because things change, we keep your systems optimised so they continue to deliver value.
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We start with a clear understanding of how your business runs and where your current systems fall short. Through structured discovery and scoping, we map the right fintech products to your accounting platform and build a strategy for implementation that delivers measurable results.
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From setup to data migration, we take care of getting your software running properly. We configure proven off-the-shelf tools, integrate them with Xero or other platforms, and ensure your systems talk to each other seamlessly.
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There’s no point having a shiny new system if you don’t understand how to use it. Nor will you get any benefit if you don’t have buy-in from your team members. Or maybe your current system is great but you could do with some extra training to use it to its full capacity.
That’s where The Software Coach comes in.
We provide on-site and/or online education and training in whatever systems you are using. This can include the use of video recordings, Zoom meetings, one-on-one staff training, phone support, written instructions – whatever learning method best suits your situation.
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Complex job and/or stock management projects are a special focus for us, serving medium to large enterprises.
We provide project management services, alongside your team, to implement large scale, long-term software transitions. We also deal with Xero integration issues, data cleansing and process training, providing corrective measures to bring what you already have back into alignment.
We partner with products such as Unleashed for stock management and WorkGuru and Projectworks for job management as industry leading programmes. These are our go-to systems as we find they have the best adaptability to suit the majority of our clients.
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We help you move beyond spreadsheets by building the reports and dashboards you actually need. From project forecasting in Projectworks to financial clarity in Xero, we make sure you have the information to make smarter decisions, faster.
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Businesses evolve, and so should your software. We review your setup, identify gaps, and recommend practical improvements — whether that’s better workflows, new features, or fine-tuning integrations — so your systems stay aligned with your goals.
→ we understand you → we build it → we train your team → we solve your core business workflows → we give you clarity → we keep you optimised
→ we understand you → we build it → we train your team → we solve your core business workflows → we give you clarity → we keep you optimised
Our pricing strategy
Our pricing strategy
Our Pricing Strategy: Value First, Always
We scope and value-price most services based on outcomes – not hours. That means clear deliverables, upfront pricing, and no ticking clock stress. Each service is designed to create real, measurable change – whether it's a 1-hour sprint or a 3-month roadmap.
When the scope is fluid or you need high-level guidance, we offer hourly or packaged consulting. But wherever possible, we wrap your project into a fixed-fee offer with clearly defined goals, timelines, and results.
Why it’s different:
No bill shock. You know the cost before we begin.
Aligned with results. We price for outcomes, not busywork.
Fits your pace. Some services wrap in a day; others evolve with you over time.
Quarterly reviews for coaching services mean we stay accountable – and so do you.
Whether you’re dipping a toe in or tackling a full software overhaul, we’ve priced our services to give you clarity, flexibility, and a real return on investment.
Pricing & Services
This list gives you a snapshot of some of the services we offer—some are fixed-fee, others are hourly, and all are designed to solve real business problems.
Think of it as a menu, not a commitment. If something looks close to what you need (or you’re not quite sure where to start), just get in touch. We’ll help you figure out whether one of these options is the right fit or whether we should tailor something specific to your situation.
To enquire about any service or start the conversation, contact us and we’ll take it from there.
Discovery and Consulting Services
Discovery Sprint: Tier 1
Get clarity in a day.
This focused 1-day sprint is perfect for service-based businesses ready to make a smart software move. We’ll define your requirements, explore the best-fit tools, and map out a clear implementation plan—without drowning you in jargon or options overload.
You’ll leave with a tailored strategy, real recommendations, and the confidence to move forward—minus the tech fog.
Discovery Sprint: Tier 2
Big project? No problem.
Our 2-day deep dive is built for complex projects that involve multiple systems, messy data, or big team shifts. We’ll work with you to map out your processes, untangle the chaos, and design a clear implementation plan.
It’s intensive, strategic, and gives you a practical blueprint to move forward with confidence—whether you’re rolling out new software or overhauling your entire workflow.
Mini Discovery Sprint
Expert software advice—minus the full-day fee.
Perfect for service-based small businesses, this strategic mini-engagement includes a 1-hour virtual session to unpack your goals and challenges. We’ll then research the best-fit tools and send you a tailored PDF with recommendations, pricing, integration tips (like with Xero), and setup suggestions—plus optional support if you want help getting started.
Testing & Planning
Completed a Mini Sprint? Already know which system you want to pursue?
Before we dive into implementation, we run a hands-on testing phase to make sure the system actually works the way you need it to. We’ll build a real-world demo, simulate key workflows, and walk through it together. If it fits — great. If not, we pivot with confidence. No surprises. No scope blowouts. Just clarity.
Software Consulting (Hourly)
Coaching on tap—exactly when you need it.
Need a second brain on strategy, system design, or sorting out a software mess? Book flexible time with us for integration planning, workflow reviews, or tech triage.
This is expert coaching, minus the lock-in. Use it for decision-making, future planning, or untangling issues as they come up. Pay-as-you-go, no scope required—just clarity, confidence, and momentum.
Implementation & Coaching Services
Software Implementation
Implementation done properly, from day one.
We don’t just switch systems on—we deliver implementations grounded in strategy. Building on your Discovery Sprint roadmap, we handle everything from data migration and best-practice configuration to team training and go-live support.
Every step is designed for clarity, consistency, and long-term success. You’ll get a setup that’s clean, tested, and tailored—plus a confident handover that leaves your team ready to hit the ground running.
System Health Check
Make your current systems work smarter.
Our System Health Check is a strategic review for businesses who want to keep their existing tools but use them more effectively. We’ll conduct a deep dive into how your systems are set up, used, and connected—analysing workflows, data quality, and user behaviour across platforms.
You’ll receive a detailed report with expert insights, pattern analysis, and practical recommendations to improve performance, clarity, and ROI—without the need to rip anything out. It’s ideal for businesses who’ve outgrown their “set and forget” setup and are ready to get more value from what they already have.
XPM Coaching & Reset
XPM Reset Summary
This service is designed for accounting and advisory firms who need to get their Xero Practice Manager working the way it should. Across six 90-minute coaching sessions, we’ll guide your team through a structured clean-up of client records, job templates, staff roles, and task settings—while embedding best-practice workflows throughout.
Each session includes practical, tailored homework so progress continues between calls. We’ll tackle common issues like inconsistent job setups, unreliable reporting, and invoicing roadblocks. By the end, your XPM will be tidy, aligned, and ready to support how your firm actually works—with a confident, well-trained team behind it.
Custom Templates
Get the Layouts You Actually Need
Need something beyond the basics? We design fully tailored templates for platforms like Xero, WorkGuru, and Unleashed — built to match your branding, workflow, and formatting needs. Ideal when pre-designed just won’t cut it.
Branded Templates
Fast, professional, on-brand.
Our pre-designed template packs for platforms like Xero and WorkGuru give you beautiful, functional documents—styled with your logo and brand colours. No custom build, no back-and-forth.
Perfect for businesses who want polished invoices, quotes, and more, without the time or cost of starting from scratch. Clean, consistent, and ready to use.
Need something more tailored?
Drop us a line with what you're working on and we’ll get back to you with next steps, ideas, or a custom quote—whatever makes sense.
Start the conversation
Upskill. Upgrade. Scaleup
Prioritise your team, your time and your targets. Book a free 20-minute intro call and find out how we can help you get more from your systems.