Proposals and engagement letters
Two staff quoting for similar clients often arrive at very different fees. Inconsistent pricing damages margin and client trust.
Two staff quoting for similar clients often arrive at very different fees. Inconsistent pricing damages margin and client trust.
It is rarely a people problem. It is usually a process that grew up informally while the firm was small and never moved into a shared system.
Products and services, packages, variables and ranges
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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.
Invoices raised on time, with a clear record of what is outstanding, reduce the time spent chasing payment.
When fees are tied to agreed services, one-off extras and recurring work are less likely to be forgotten.
Clients who signed a proposal or engagement letter setting out the fee are less likely to challenge an invoice.
Seeing what each client pays alongside the work involved shows where fees need reviewing.
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.
“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.”
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