
Clear the Confusion: What’s Included (and NOT Included) in Your Membership
One of the fastest ways to feel resentful in your bookkeeping support membership?
Unspoken assumptions.
When members assume something is included—and it’s not—it creates friction.
Not because they’re trying to take advantage, but because the container wasn’t clearly defined.
And that’s on us as the business owner.
When your membership offer is vague, you leave space for interpretation.
And interpretation almost always leans in favor of “more access, more support, more time.”
But clarity? That’s what creates mutual respect.
When members know what they’re getting—and what requires an upgrade, add-on, or DFY service—it creates a smooth, professional experience.
Setting these expectations early prevents awkward conversations later.
Coaching Reflection:
What part of your membership offer might feel unclear or open-ended to a new member?
Take note of it—it’s often the first place scope creep shows up.