Fee Schedule and Price List Template

A complete, client-facing price list for an accountancy or bookkeeping practice: fixed fees by service and size band, extras, hourly rates, disbursements, payment terms and annual review.

Editable Word document
6
10pages
Guidance notes included
aml consultancy solutions

Accountancy practice – client documents

Fee Schedule and Price List Template

About this document

What it’s for

A published price list that shows clients what each service costs, what is included, what costs extra and how they pay. It supports your proposals and engagement letters, reduces fee disputes and helps you price consistently across the team.

When to use it

  • As the fee schedule referred to in your proposals and engagement letters
  • Published on your website, if you choose to show prices
  • Internally, as a pricing guide for staff preparing quotes

What’s inside

The document is laid out in the sections below. Each one comes with a plain-English guidance note explaining what it does and what to change.

  • How our fees work
  • 1. Limited companies
  • 2. Sole traders, partnerships and landlords
  • 3. Bookkeeping, VAT and management information
  • 4. Payroll, pensions, CIS and benefits
  • 5. Specialist and one-off services
  • 6. What costs extra
  • 7. Hourly rates
  • 8. Disbursements
  • 9. Payment terms
  • 10. Annual review

How to complete it

  • Set the size bands that suit your client base (turnover, transactions, employees)
  • Fill in every price, or write “on request”
  • Check the “included” and “extra” lists match your engagement letters
  • Update the effective date at each annual review

Key points to check

Our templates are professionally structured starting points for UK businesses, not legal advice. For anything complex, unusual or high-value, have your final version checked by a solicitor.

Included in the pack

Accountancy practice – client documents

£20

for every document in this category

Editable Microsoft Word files

Guidance notes in every document

Written for UK businesses

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