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Engagement letters
Build an Accounting Services Price List
When every partner has their own version of the price list, nobody's is right
Built by a practising Chartered Accountant · Unlimited users · Free for 60 days
- Premier Books Consultancy
- Cranleys Chartered Accountants
- CJM Accountants
- Towpath Accounting Solutions
- Auditax International
- RS
Quick answer
An accounting services price list is a single, maintained catalogue of every service you offer with its standard fee or fee range, used to build consistent proposals and letters of engagement. It matters because without one, pricing drifts between partners and clients end up on inconsistent fees for identical work.
What should an accounting services price list actually include?
A price list should cover every service you offer, a standard price or range for each, and how each combines into common client bundles — kept in one place the whole team uses.
Most practices have a price list somewhere — a spreadsheet from three years ago, a document one partner keeps updated in their head, a rough idea everyone quotes from. The problem isn't the absence of pricing, it's the absence of one shared, current version everyone actually uses when a new enquiry comes in.
A working price list needs to be more than a document. It should feed directly into proposals and letters of engagement, so nobody retypes a fee from memory and gets it slightly wrong under time pressure.
| Where it lives now | Problem | Where it should live |
|---|---|---|
| A partner's memory | Inconsistent between staff | A shared catalogue |
| An old spreadsheet | Goes stale, rarely checked | One maintained record |
| Individual proposal documents | Different wording, different prices | One source feeding every proposal |
Why inconsistent pricing costs UK practices clients and margin
A four-partner firm discovered, almost by accident, that two clients doing near-identical work — same entity type, same services, similar turnover — were on fees nearly £400 apart. Neither partner had done anything wrong; they'd each quoted from their own sense of 'about right' rather than a shared list, and nobody had ever compared notes.
When the lower-fee client referred a friend who then spoke to the higher-fee partner, the friend was quoted the higher amount and mentioned, awkwardly, that their friend paid less for what sounded like the same thing. The referral didn't convert, and the original client asked pointed questions about their own fee shortly after.
The fix wasn't complicated — a single agreed price list — but it took a lost referral and an uncomfortable client conversation to prompt it.
- No shared price list
- Each partner quotes from memory
- Similar clients end up on different fees
- A client compares notes with another
- Leak: Trust in pricing — and a referral — is lost
Signs you have this problem
- You don't have one document every partner quotes from
- Similar clients are on noticeably different fees for the same work
- Prices in old proposals don't match your current rates
- Nobody has reviewed pricing in the last 12 months
- New starters have to ask around to find out what to charge
How to build an accounting services price list: step by step
- 1
List every service you offer
Accounts, tax returns, VAT, payroll, bookkeeping, management accounts — capture everything, not just the headline services.
- 2
Set a standard price or range for each
Base it on typical turnover or complexity bands so the price is fair and consistent, not a single flat number for every client.
- 3
Group services into common bundles
Sole trader, limited company, payroll add-on — most enquiries fit a handful of standard combinations.
- 4
Agree it with the partners
Get sign-off from everyone who quotes, so the list reflects an agreed position, not one person's view.
- 5
Put it in one shared catalogue
Move it out of a static document and into a system every proposal and letter pulls from directly.
- 6
Review it at least annually
Prices and cost bases move — revisit the list every year so it doesn't quietly go stale.
How does Remindoo turn a price list into working software?
Remindoo's products and services catalogue is exactly this — a shared, maintained list of every service you offer with its price, organised into categories so it's easy to find the right item when building a proposal or letter of engagement. Every partner quotes from the same source, so the client on Tuesday and the client on Friday get consistent pricing for the same work. The catalogue feeds directly into drag-and-drop proposal templates and letters of engagement, so a fee never has to be retyped from memory. When prices change, you update the catalogue once rather than every partner's individual documents. It's free for 60 days, long enough to build your catalogue properly and run your next round of proposals through it.
Products and services catalogue
Your services and prices, organised.
See featureService categories
Group services by department or type.
See featureProposal templates
Drag-and-drop builder for consistent proposals.
See featureProposals and letters of engagement
Send proposals and engagement letters by email.
See featureConvert won leads into clients
Signed leads become active clients without re-keying.
See featureWhat changes when you fix it?
| Area | Spreadsheets, inbox and memory | With Remindoo |
|---|---|---|
| Where pricing lives | In individual heads or old files | One shared catalogue |
| Consistency | Depends who quotes | Same price for the same service, every time |
| Updating a price | Editing every old document | Update the catalogue once |
| New starters | Ask around to find current rates | Open the catalogue |
| Building a proposal | Retype prices manually | Pull directly from the catalogue |
See it working with your own clients
A 30-minute walkthrough using your leads, services and deadlines.
How should you actually set prices for common accounting services?
Base pricing on complexity bands — turnover, number of transactions, number of employees — rather than a single flat fee, so the price stays fair as clients grow.
- Set turnover or complexity bands for each service rather than one flat fee
- Price add-ons (payroll, VAT, extra companies) separately so bundles stay transparent
- Build in a review point so fees can rise as a client's work grows
- Keep pricing visible enough internally that any partner can quote confidently without asking around
How often should a price list be reviewed?
At least once a year, ideally alongside your annual fee review for existing clients, so new and existing pricing stay aligned.
A price list that's three years old is worse than no price list at all, because it gives false confidence that pricing is under control. Tie your review to a fixed point in the year — the start of your accounting year, or after your busiest filing season — so it actually happens.
“Managing deadlines and tasks is much easier.”
Frequently asked questions
Should pricing be public on my website?
That's a commercial decision for your practice — some firms publish indicative pricing, others prefer to quote after a conversation. Either way, internal consistency matters.
How many pricing bands should I set per service?
Most firms find three to four turnover or complexity bands per service enough to stay fair without becoming unwieldy.
Can existing clients see if I change the price list?
No, updating your catalogue only affects new proposals and letters going forward — existing agreed fees stay as signed until you choose to review them.
Does a shared catalogue stop partners from ever discounting?
No, it gives a consistent starting point — individual discretion to discount can still apply, but from an agreed baseline.
Is the catalogue only for new client proposals?
No, it's also used for letters of engagement, so both documents draw from the same pricing.
Is this free to try?
Yes, the services catalogue is included free for 60 days.
Ready to run a calmer practice?
See Remindoo with your own clients, or start free for 60 days with unlimited users.
Sources
Comparing options? Read our guide to proposal software for accountants.
Last updated: . General guidance, not regulatory advice.
Why tracking leads and proposals matters
Every enquiry a practice fails to follow up is lost fee income. A clear pipeline shows which prospects need a reply, a proposal or a follow-up.
Faster replies
Prospects often contact more than one firm, so the firm that replies first and clearly has an advantage.
Consistent proposals
Templates and a services catalogue keep scope and pricing consistent whoever writes the proposal.
Signed terms from day one
E-signed engagement letters confirm scope and responsibilities before work begins.
No re-keying
Converting a won lead into a client keeps the details you already collected.
Practical tips from UK practice
- Reply to every new enquiry within one working day.
- Use lead statuses that match your real sales stages, and review them weekly.
- Send the engagement letter with the proposal so the client signs once.
- Record why lost leads were lost, to improve pricing and messaging.
Related Remindoo features
Written and reviewed by Waqas Sagar ACA FCCA FMAAT, Chartered Accountant with 18+ years in practice. Founder and MD of Accotax, an ICAEW, ACCA and AAT regulated London practice that has served over 5,000 clients, and founder of 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.”
