GoProposal Ideas Portal

Ability to add variable, estimated annual fee proposal

Sometimes we take on new clients, where the level of work (on bookkeeping and VAT returns) is simply too variable quarter by quarter, so we cannot agree fixed fees in advance. Therefore I would like to request the ability to have an estimated annual fee schedule/proposal along with the engagement letters to send to these types of clients.

  • Josh Finn
  • Mar 29 2022
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  • Josh Finn commented
    March 30, 2022 11:29

    It would mean we could send out GP proposals to all clients, not just the straightforward monthly ones.

    Some larger clients, the level of work is just unknown, and may vary quarter by quarter. For example restaurant clients may open a second site, or a fitness club may open a second site or close a site etc. So it would be good to send out our engagement letters with a fee proposal with just annual estimates to get them signed up etc.

  • Admin
    Danielle Fisher commented
    March 30, 2022 11:23

    Thanks Josh.

    This one comes up a fair bit, what impact do you feel this would have on your business?

    Why is the work variable out of interest?