Consistent Pricing for Every Engagement Letter
Build a service catalog once, then quote tax, bookkeeping and advisory work the same way every time.
Remindoo lets a US accounting firm build a reusable catalog of products and packages, each service carrying its own fee, billing frequency, quantity and description. Those services are pulled into a proposal, bundled into packages where needed, discounted if agreed, and sent with the engagement letter.
Last updated: September 16, 2026 · Reviewed by Waqas Sagar, ACA FCCA, chartered accountant (UK) and founder of Remindoo.
Key facts
- Services live in a reusable Products and Packages catalog.
- Each service has a fee, a billing frequency, a quantity and a description.
- Services can be bundled into packages and reused across proposals.
- Discounts can be applied to a proposal.
- The priced proposal is sent with the engagement letter in a personalized email.
Where engagement letters break down
Different staff quote different fees
Two managers quote the same S corporation return a few hundred dollars apart because each is working from memory and an old letter.
Recurring and annual work get mixed up
Monthly bookkeeping, annual returns and one-off advisory are priced in the same flat way, so the client cannot tell what recurs and the firm cannot forecast it.
Discounts are never recorded
A partner agrees a reduction on a call. It appears in the fee but nowhere in the record, so next year nobody knows whether the low fee was deliberate.
How Remindoo handles it
| Problem | Workflow in Remindoo | Outcome |
|---|---|---|
| Inconsistent fees between staff | A shared products catalog holds the firm's standard fee per service | Everyone quotes from the same list |
| Recurring work priced as a lump sum | Each line has a billing frequency and quantity | Monthly work reads as monthly on the proposal |
| Bundles rebuilt every time | Services are combined into reusable packages | A standard advisory bundle is one selection |
| Unrecorded discounts | A discount is applied on the proposal itself | The concession is visible on the record |
| Clients query what they are paying for | Every service carries its own description | Scope and fee sit next to each other in the letter |
How it works
Open Products and Pricing
The pricing step of the proposal, where services and packages are added.
Pick services from your catalog
Your firm's services are reusable, so the same work is described and priced the same way on every proposal.
Combine them into packages
Group services that you normally sell together into a single package.
Set fee, frequency and quantity
Each line carries its own fee, how often it is billed, and how many of it the client is buying.
Apply a discount
Where a reduction has been agreed, apply it on the proposal so it forms part of the record.
Want to see this with your own engagement letter and your own service list? Book a demo and we will walk through the proposal flow end to end, then answer the questions specific to how your firm quotes work.
Book a demoA simple way to structure US accounting service packages
Firms that price well tend to separate two kinds of work. Recurring services — monthly bookkeeping, payroll processing, a quarterly review — are quoted at a per-period fee because the client is buying a continuing relationship. Annual services — an individual return, a business return, a one-off advisory project — are quoted per occurrence, and the scope statement matters more than the frequency.
The grouping that holds up over time is usually a small number of packages with a clear boundary, plus a short list of add-ons priced individually. Keep the boundary explicit in the service description: what is in, what is billed separately, and what triggers a new quote. That is what stops a bookkeeping package quietly absorbing cleanup work in March.
Example package structure (fees are your firm's to set)
| Service | Frequency | Fee |
|---|---|---|
| Monthly bookkeeping | Monthly | $[firm fee] |
| Payroll processing | Monthly | $[firm fee] |
| Business tax return | Annual | $[firm fee] |
| Individual tax return (owner) | Annual | $[firm fee] |
| Advisory session | Quarterly | $[firm fee] |
Remindoo vs a pricing spreadsheet
| What you need | Spreadsheet and Word | Remindoo |
|---|---|---|
| Standard fees | A tab someone maintains | A shared service catalog |
| Recurring vs annual | Noted in a column | Billing frequency per line |
| Bundles | Rebuilt per quote | Reusable packages |
| Discounts | Typed into the total | Applied on the proposal |
| Descriptions | Pasted from an old letter | Held against the service |
| Reuse | Copy the last file | Select from the catalog |
Frequently asked questions
How should a CPA firm package its services?
Most firms land on a small number of packages built around how the client buys — a compliance package, a bookkeeping and payroll package, an advisory tier — with everything else sold as an add-on. Keep the boundary of each package written into the service description so that out-of-scope work is a new quote rather than an argument.
Can I set monthly versus annual pricing?
Yes. Billing frequency is set on each service line, so a monthly bookkeeping fee and an annual return fee can appear on the same proposal without either being converted into the other. The client sees what recurs and what is a one-time charge.
Can I bundle services?
Yes. Individual services from your catalog can be combined into packages, and the package is then added to a proposal as a single selection. That keeps a mixed bookkeeping, payroll and advisory engagement consistent between the people who build proposals.
Can I apply a discount to one client?
Yes. A discount can be applied to an individual proposal, which means a negotiated reduction is recorded against that engagement rather than existing only in the final number. Your standard catalog fee stays untouched for everyone else.
Can each service have a description?
Yes. Every item in the catalog carries a description alongside its fee, frequency and quantity. Use it to state the scope boundary of that service, because that description is what the client reads when they are deciding whether something is included.
Can I reuse my catalog across proposals?
That is the point of it. The catalog is built once for the firm and selected from on every proposal, so the same engagement is quoted the same way whether a partner or an administrator builds the letter.
Related for US firms
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