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Scale guide · Internal
Pricing Review Template: Find Your Underpriced Clients
Many accounting firms have a 'silent' profit killer: legacy pricing. This template helps you systematically audit and correct your fees.
Built by a practising Chartered Accountant · Unlimited users · 60-day free trial · Last updated 23 September 2026
Quick answer
Conduct a regular pricing review by comparing the actual time spent on each client's services against the fee they pay. This template guides you through analysing your data, identifying underpriced work, and preparing for necessary conversations with clients about fee increases. Don't subsidise your clients' businesses with your own profit.
Why should you review prices annually?
Because costs, inflation, and the value you provide all increase over time.
If you aren't increasing your fees, your margins are effectively shrinking every year.
Checklist preview
0/4 done · showing 4 of 9 itemsThe full 9-item checklist is in the download below. Enter your name and email to get it as a Word or PDF file.
This is a standard checklist. Each firm's requirements may vary, so please cross-check everything against current GOV.UK, Companies House and professional body guidance before relying on it.
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?
- Avoiding the conversation
- Not having data to justify the increase
- Applying the same percentage to everyone
- Ignoring the cost of additional requests
“Automated reminders and task templates save countless hours each week.”
Frequently asked questions
How to tell clients?
Send a professional letter explaining the value you've delivered and the inflationary cost of running the practice.
How much to increase?
Usually in line with inflation plus a margin for increased quality/technology.
What if they threaten to leave?
Know your 'walk-away' price. Some clients simply don't fit your business model anymore.
How to prevent this?
Build annual fee reviews into your engagement letters.
Should I charge for extras?
Always. Define your scope clearly and charge for any work that falls outside it.
What is the best time?
Often best linked to your practice's annual financial year or the end of a tax cycle.
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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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