Proposals guide
How Accountants Create, Price and Chase Proposals
A clear, consistent proposal process wins more clients at better fees. This guide sets out a ten-step process any UK practice can follow, with links to each Remindoo feature.
Built for UK accountants, bookkeepers and growing accountancy practices.
How it works
A clear, consistent proposal process wins more clients at better fees. The approach in this guide works for any UK practice. Start with a standard letter of engagement template for each client type, such as sole trader, limited company or landlord, with signature, initials and date fields built in. Define your services by client category, then price them by turnover bracket and adjust for the work involved with variables, for example how records are provided. Offer good-better-best packages so clients choose their level of service, from year-end accounts and CT600 up to quarterly VAT under MTD, payroll and RTI, and monthly management accounts. Create the proposal straight from the lead the moment the prospect is ready, and check the discount, VAT and total before sending. Personalise the letter with merge fields, preview the PDF, then send it with a covering email that explains how to sign online. Track every proposal in the list and Kanban pipeline. Finally, automate follow-up, for example an email three days after a proposal is sent, so chasing never depends on memory. Measure acceptance rate on the Proposals dashboard and refine your pricing over time.
A ten-step proposal process
Standardise your letter of engagement template
Define your services by client type
Set fees by turnover, records quality and package
Create the proposal from the lead the moment the prospect is ready
Check the price, discount and VAT before sending
Personalise the letter and preview the PDF
Send with a clear covering email explaining how to sign
Let the client sign online
Track every proposal in the list and pipeline
Automate follow-up and onboarding
Why proposals matter for practice growth
A clear, consistent proposal process wins more clients at better fees. Keep the lead, the proposed services, pricing and letter of engagement together, then track the proposal until it is signed. Your practice can see who created and sent each proposal, its value and its current status.
Pricing accounting services consistently
Define a service catalogue by client type rather than quoting from memory. Turnover-based brackets set the fee for services priced by turnover. Pricing variables adjust the base price for the work involved, such as cloud software, spreadsheets or paper records.
Good-better-best packages show the included services and monthly price side by side. Check quantities, discounts and VAT in the proposal pricing table before sending.
What to include in a letter of engagement
Use your engagement letter template to bring the fees and terms into one document. Merge fields fill in the client's name, email and address. The pricing table shows the services, descriptions, fees, quantities and totals, and signature and date fields let the client accept online.
Preview the personalised document and download the PDF before sending the covering email.
How quickly to follow up a proposal
Set a consistent follow-up, for example a few days after sending, rather than relying on memory. In the visual builder, connect the Sent trigger to a wait of three days and then an email action. Choose the recipients and activate the rule.
A rule only runs if the proposal is still in its trigger status when the wait ends. Pause a rule when you do not want it to run.
Measuring acceptance rate
Track every proposal in the list and Kanban pipeline, then review the Proposals dashboard for acceptance rate and revenue reporting.
Proposals dashboard and reportingGood, 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: Packages make pricing simple for the client to compare and choose.
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
View this screenshot’s checklistWhy it matters: Check discount and VAT before you send.
Draft to signed, column by column
Each column shows the proposals in that status with the number of proposals and their combined value. Cards show the proposal name, value, status and lead. Drop zones make it clear where a card can move.
What you can see
View this screenshot’s checklistWhy it matters: Track every proposal by stage and value.
Build a chaser visually
Use Build visually to connect a trigger, a wait and an action on a canvas, for example: when a proposal becomes Sent, wait three days, then send an email. Choose recipients such as the proposal's assignees, switch the rule on and save.
Explore every Proposals feature
Frequently asked questions
How should accountants price their services?
Price from a defined catalogue by client type, with turnover-based brackets and adjustments for the work involved, rather than quoting from memory. Packages make it easy for clients to choose.
Should the proposal and engagement letter be separate?
Combining them lets the client review fees and terms together and sign once.
When should I chase a sent proposal?
Set a consistent follow-up, for example a few days after sending, and automate it so it never depends on memory.
What should a letter of engagement include?
The services, fees and terms, plus signature and date fields, so the client can review and sign in one place.
How do I keep proposal pricing consistent across partners?
Price from a shared services catalogue with turnover brackets, variables and packages, not from memory.
Continue the Proposals guide
See your proposal process in Remindoo
Book a Demo to explore proposal pricing, engagement letters and follow-up for your practice.
Book a personalised demonstration based on your firm’s own process.
