Proposals
Price Every Proposal Consistently
Fee consistency is one of the biggest challenges in a growing practice. Remindoo prices proposals from your own service catalogue, so every partner and manager quotes the same way.
Built for UK accountants, bookkeepers and growing accountancy practices.
How it works
How to price accounting services consistently is one of the biggest questions in a growing practice. When each partner quotes from memory, fees drift and margins suffer. Remindoo prices every proposal from your own catalogue. On the Pricing step, Products opens a picker. You choose a client-type category such as Private Limited Company, click Add on services like year-end accounts, partner hourly rate or confirmation statement, set quantities and watch the running total before adding them. Services priced by turnover open a bracket picker. For Limited Company Year End Accounts, the brackets run from £0 to £20,000 up to £501,000+. You tick the one that fits and Remindoo applies the matching fee. The Products and Pricing table then lists each service with frequency, an editable fee and quantity, a total and a description, for example Self Assessment returns for both partners. Below it, the summary shows the subtotal, a Fixed or percentage discount, Total Exc. VAT, VAT % (here 20) and Total Inc. VAT. Packages adds good-better-best options. Proposal pricing for accountants becomes repeatable, transparent and easy for a partner to review before sending.
Add services by client type
Choose a category such as Private Limited Company, LLP or Self Assessment and add services like year-end accounts, personal tax returns and confirmation statements. Set quantities and see the running total before you add them.
What you can see
- All Categories, with search and a product count per category (for example Private Limited Company).
- Select Products cards with an Add button, such as Partner Hourly Rate and Confirmation Statement.
- Added Items with frequency, standard price and quantity.
- Turnover service showing "Bracket Applied: £501,000+".
- TOTAL and an "Add 3 products" button.
Why it matters: Services are chosen from a fixed list, not typed in by hand.
Turnover-based pricing brackets
For services priced by turnover, pick the bracket that fits the client and Remindoo applies the matching fee automatically.
What you can see
- Limited Company - Year End Accounts - Based on Turnover, configured for Yearly.
- Range for Yearly: Turnover - LIMITED COMPANY.
- Select Bracket from £0 to £20,000 through £501,000+, each with its price.
- £501,000+ ticked.
- "Total Price of this product" and Add Product.
Why it matters: The fee follows turnover automatically.
Fees, discounts and VAT in one table
Adjust any fee or quantity, add a rich-text description for each service, and see the subtotal, a fixed or percentage discount, total excluding VAT, VAT and total including VAT.
What you can see
- Columns: Product Name, Frequency, Fee, QTY, Total Fee.
- Rows for year-end accounts, Personal Tax Return (QTY 2) and Confirmation Statement, each with a description.
- Subtotal £2,940, Discount Fixed 140, Total Exc. VAT £2,800.
- VAT % 20 = £560, Total Inc. VAT £3,360.
- Products, Packages, Document Builder and Next buttons.
Why it matters: Discounts and VAT are worked out before the client sees the fee.
Good, better, best packages
Offer packages side by side with a Recommended badge, monthly price and a clear list of what each package includes, so clients can choose the level of service that suits them.
What you can see
View this screenshot’s checklistWhy it matters: Clients choose their service level, which often lifts the average fee.
Frequently asked questions
Can I give a discount?
Yes. Apply a fixed amount or a percentage discount.
Does Remindoo calculate VAT?
Yes. Choose the VAT rate and Remindoo shows VAT and the total including VAT.
Can clients choose between packages?
Yes. Grouped packages show each option side by side with its price and included services.
Can I change a fee after adding a service?
Yes. Fee and quantity can both be edited in the pricing table.
Can I apply a fixed discount?
Yes. Choose Fixed or a percentage.
Continue the Proposals guide
See proposals and engagement letters in Remindoo
Book a Demo to explore your firm's proposal process.
Book a personalised demonstration based on your firm’s own process.
Why organised billing matters for accounting firms
Late or missed invoices quietly damage cash flow. Linking billing to the services you have agreed with each client makes it easier to charge for all the work you deliver.
Healthier cash flow
Invoices raised on time, with a clear record of what is outstanding, reduce the time spent chasing payment.
Fewer missed charges
When fees are tied to agreed services, one-off extras and recurring work are less likely to be forgotten.
Fewer fee disputes
Clients who signed a proposal or engagement letter setting out the fee are less likely to challenge an invoice.
Better pricing decisions
Seeing what each client pays alongside the work involved shows where fees need reviewing.
Practical tips from UK practice
- Agree fees in a signed proposal or engagement letter before work starts.
- Keep your services catalogue up to date, so prices on new proposals are consistent.
- Review unpaid invoices every week, not only at month end.
- Review fees annually, and be ready to explain changes in scope.
Related Remindoo features
Written and reviewed by Annie, Product Lead at Remindoo. Guidance is general; check current GOV.UK and professional body guidance for your firm.
What UK practices say about Remindoo
Read all reviews on Trustpilot“With Remindoo, everything from the first enquiry to onboarding and ongoing client management is tracked in one place… It saves us hours and gives me, as a practice owner, complete visibility of where the firm stands.”
“The biggest benefit is having clients, tasks, deadlines, workflows, proposals and communication all organised in one place.”
“During my trial, the team were absolutely amazing. They helped onboard my clients, set up my settings and made sure everything was ready for me to use… they made the whole process completely stress-free.”
“It brings client information, tasks, recurring deadlines, workflows and reminders together in one place, giving us much better visibility across the team.”
