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Guide · Staff
How to Create a Services and Pricing Catalogue
A service catalogue ensures consistency and clarity for both your team and your clients.
Built by a practising Chartered Accountant · Unlimited users · 60-day free trial · Last updated 23 September 2026
Quick answer
Creating a services and pricing catalogue involves documenting every service your firm offers, defining the scope of each, and setting clear, consistent pricing rules. This standardisation helps your team produce accurate quotes quickly, prevents 'scope creep', and ensures that every client is charged fairly and profitably for the work you do.
Why do you need a service catalogue?
It ensures every team member quotes the same price for the same work.
Consistency is professional and protects your margins.
How do you define your services?
List every task included in a service and be clear about what is excluded.
Clarity on exclusions is as important as the service itself.
What pricing strategies work best?
A mix of fixed fees, value-based pricing, and clearly defined hourly rates for extras.
Choose the model that best aligns with your firm’s goals.
See it working with your own clients
A 30-minute walkthrough using your services, deadlines and templates.
Send this from Remindoo
Save it once in Remindoo and send it from there. Store the wording as an email template, then use tokens so client names, company numbers and dates fill in automatically. Send it to one client or to a filtered group with bulk client emails. For requests that repeat, pair it with automated reminders and a recurring task so it goes out every period without anyone remembering. For engagement letters and proposals, use proposals and letters of engagement with e-signatures.
What are the common mistakes?
- Vague service descriptions
- Inconsistent pricing across the team
- Failing to update for inflation
- Ignoring complex edge cases
“Automated reminders and task templates save countless hours each week.”
Frequently asked questions
How often should I review prices?
At least annually. You should always review your rates in line with inflation and your firm's rising costs.
Should I publish it on my website?
Some firms do, but many prefer to use it as an internal tool to guide the proposal process for specific clients.
How do I handle custom work?
Include a 'custom project' category in your catalogue with a clear hourly rate and a process for scoping and quoting.
Can I offer discounts?
Yes, but keep them structured—for example, a multi-service discount—rather than ad-hoc price cutting.
What about existing clients?
Use the catalogue to review their current fees. If they are below your new standard rates, plan a fee review conversation.
How detailed should it be?
Detailed enough that a new hire can understand exactly what is included in 'Monthly Bookkeeping' without asking for help.
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Sources
Last updated 23 September 2026. General guidance, not regulatory advice.
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 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
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