Receipt Bank
26 Case Studies
A Receipt Bank Case Study
LiveCA, Canada’s largest firm without an office, needed a pricing approach that aligned with the value they deliver to clients rather than competing on hourly rates. Working with Receipt Bank as part of their wider tech stack, they focused on building a more deliberate, consultative pricing conversation that would help them identify the right-fit clients and understand what each business truly values.
Receipt Bank supported LiveCA’s value-pricing process by helping them demonstrate their workflow and technology during client conversations, alongside Xero and QuickBooks Online. The result was a structured four-step onboarding and pricing model that strengthened client relationships, improved fit, and helped LiveCA scale to more than $1 million in annual revenue within two years, while continuing to refine its approach through feedback and ongoing learning.
Chad Davis
Co-Founder and Partner