Annual Fee Increase Planner

Most accountancy and bookkeeping practices put fees up once a year, but very few do it the same way twice. Some clients get the standard percentage, some are forgotten for three years, and the ones who cost the most time are often the ones who never get a proper increase. This planner applies one set of clear rules to your whole client list – a base uplift linked to inflation and wages, catch-up for missed reviews, an uplift where the work has grown, and an extra uplift for clients who don't cover the cost of the time spent on them – then rounds every new fee to a clean monthly Direct Debit amount. It shows the effect on fee income before and after the clients you might lose, which clients you should speak to personally, and produces the data and wording for your fee letters.