DiscoverThe Growth Minded AccountantFrom Bookkeeper to Advisor: How to Price, Package & Confidently Communicate Your Value — with Linda Hunt
From Bookkeeper to Advisor: How to Price, Package & Confidently Communicate Your Value — with Linda Hunt

From Bookkeeper to Advisor: How to Price, Package & Confidently Communicate Your Value — with Linda Hunt

Update: 2025-12-04
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Stop billing by the hour. Start communicating your value. Step into advisory with confidence.

In this episode of The Growth Minded Accountant, Lee Reams II sits down with Linda Hunt, founder of SUM Solutions and creator of The Perfect Pricing Formula, to unpack the shift every bookkeeper and accounting professional is facing right now: moving from task-based work to outcome-based advisory — all while navigating the rise of AI. 

Together, Lee and Linda dive into:

  • Why hourly billing caps your income and erodes your confidence
  • How AI tools can become your “unfair advantage” rather than a threat
  • What the Minimum Aligned Price is — and why most firms are charging below it
  • How to build simple, profitable packages that clients actually understand
  • The mindset blocks that sabotage pricing conversations
  • How to set boundaries, avoid scope creep, and keep client relationships healthy
  • Why positioning and niches matter more than ever in the AI era
  • How to use analytics, KPIs, and AI-generated insights to move into advisory — even if you don’t “feel” like an advisor yet

Linda and Lee also break down the emotional side of pricing: the nervous system response, the discomfort, the instinct to over-explain or discount, and how to shift from “task doer” to true strategic partner.

If you're a bookkeeper, accountant, or fractional CFO looking to raise prices, package services, or step confidently into advisory, this conversation delivers practical takeaways you can implement immediately.

Learn More About Linda Hunt & SUM Solutions

Want support with pricing, packaging, or advisory?
 👉 Visit: https://www.sumsolutions.com/

Book a Financial Clarity Consult to explore how Linda can help your firm grow.

About The Growth Minded Accountant

Hosted by Lee Reams II, this podcast helps modern accounting firms scale through better pricing, better communication, and better use of AI — without losing the human layer that clients value most.

If you enjoyed this episode, please follow, rate, and review the show. It helps others in the profession find us.

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From Bookkeeper to Advisor: How to Price, Package & Confidently Communicate Your Value — with Linda Hunt

From Bookkeeper to Advisor: How to Price, Package & Confidently Communicate Your Value — with Linda Hunt

Lee Reams II from CountingWorks PRO