Flexible Pricing
Efficiently define each service offering to ensure profitability across all project aspects, whether your fees are based on fixed fees, time, service levels, or a combination of pricing strategies for projects, all within a single system.
By standardising your pricing strategy for each service offering with Surplus Pricing, you can optimise quotes, avoid scope creep, reward desirable client behaviour, and upsell to meet each client's unique expectations. This ensures consistent pricing and profitable results across the board.
Pricing Framework Library
Easily create quotes for standard accounting, legal, consultancy, or other professional services by customising our pre-built pricing frameworks with your charge-out rates and/or fixed fees. Tailor them to align perfectly with your unique service offering and client market.
Price Optimisation Advice
Leverage the knowledge of our seasoned pricing experts, who bring extensive experience from real-world pricing scenarios and have helped numerous firms transform their pricing strategies to meet profitability goals. Our experts collaborate with you virtually to craft successful pricing strategies tailored to your needs.
Whether it's data segmentation, pricing structures, service levels, or value-based pricing, we'll assist you in achieving your pricing objectives.
Customised Branding
Elevate your professional image by customising fee proposals and invoices with your company's branding for polished documentation.
Unlimited Clients
Enjoy limitless client additions to your system. Easily import your entire client base to save time and ensure accuracy.
Approve Quotes Online
Surplus Pricing software enables users to conveniently review proposed pricing details, terms, and services online before sending quotes to clients for electronic approval, with just a click.
This streamlines the quote approval process, eliminates the need for physical signatures or printed documents, and enhances efficiency in business transactions.
Invoicing
Streamline your billing process with our invoicing feature. Easily convert confirmed quotes into invoices to bill precisely what was agreed upon. Stay updated on invoiced amounts and outstanding balances, and effortlessly monitor cash flow by tracking payment and billing statuses.
Accounting Software Integration
Surplus Pricing integrates smoothly with accounting software, enabling effortless synchronisation of accepted quotes. This integration saves time on manual data transfers and eliminates errors.
Accepted quotes automatically create draft invoices, streamlining the billing process by automatically generating and issuing invoices for each billing period.
Contracts & Service Summaries
Gain a comprehensive overview of each client, including access to previous quotes, contracts, scope of services, payment terms, duration of the agreement, responsibilities of each party, and any other relevant terms.
Debit Order Mandate Administration
Our software streamlines the process of obtaining a debit order mandate from your customers. This mandate authorises you to automatically deduct payments from their account, providing a convenient and efficient payment collection method.
Retainer Management
Surplus Pricing Software guides you to streamline retainer management by clearly defining the scope of work covered by the retainer agreement. This includes specifying services, deliverables, and any limitations or exclusions.
The system then creates detailed task lists that outline the specific tasks required to fulfil the retainer agreement and the corresponding budget for each task. This allows you to determine the amount of time and allocate the correct resources to each task and project, ensuring that the retainer budget is not exceeded.
By using Surplus Pricing Software to manage retainers, you can secure capacity according to the predictable revenue stream provided by accepted retainer agreements. This helps you optimize resource allocation and maintain profitability.
Dashboards
Our dashboard consolidates key data into intuitive visuals, empowering quick performance assessment and trend identification for informed decision-making.
Functional Reports
Our Surplus Pricing Software offers detailed reports informing you about your business performance. Gain insights into sales data, and revenue generated from various pricing strategies, and compare actual versus projected revenue. Analyse the performance of each product or service in terms of pricing, sales volume, and contribution to overall revenue.
Understand how pricing changes influence customer behaviour and product demand. These reports empower you to make data-driven pricing decisions, identify revenue growth opportunities, and enhance profitability.
What our clients say
Esther Santos
Santos Business Services
Surplus Profit have changed the way we price in our business. Their specialisation in our industry has added immense value to one of the most important processes in our business. Their personal service is amazing and never fails to deliver on what they promise and more. The recent changes have made the offering even more flexible and user-friendly!
Rozané Van Schalkwyk
Professional Accountant (SA)
Surplus gives our business oustanding service and assistance they have a great team!
The system is innovative, forward thinking and user friendly, that has taken our business to next level of professionalism.
Ferdi Wiggins - Director
JZA Auditors, CA (SA), RA
Surplus Profit has revolutionised our firm. It eliminated the bottleneck relating to quoting and led to us getting quotes out quicker. It standardised pricing across different offices and departments…
Jaco de Jager (PhD, MBA)
Director - Growth Advisory Ireland
Surplus pricing software has been a game-changer for me in the quoting process. It strips away any emotional bias and ensures that each quote is precisely aligned with the client’s needs. Its user-friendly interface streamlines the entire process, enabling me to offer competitive rates with ease and efficiency.
Frikkie Snyman
Director, CA(SA)
We have been using Sur+ system for the past three years. It has completely changed the way existing and new clients experience our firm’s service offering The Sur+ system increased our firm’s competitive advantage over most of our competition in the space we operate in….
Francois Steyn
Director, Professional Accountant (SA)
A dream of moving from a time-based billing firm to a value-added billing firm was finally realised by the help of Surplus. We get great client service from the Surplus team and would recommend them to anyone…
Surplus Pricing
Speak to one of our Value-Based Pricing Experts
Surplus Pricing offers a user-friendly value-based pricing system that’s both quick and efficient, ensuring you set the right price for your work without excessive effort or hassle.
Contact one of our value-based pricing experts to learn how Surplus can elevate your business to the next level.
Let Surplus help you maximise your profits!
