Fee Review and Repricing
Fee Reviews and Client Repricing for Accountancy Practices
Cost to serve is built for every client, compared against the fee, and turned into a renewal pack a partner can put in front of them.
The problem
Fees get set once and inherited for years. The workload grows, staff costs rise, and the fee stays where it was.
Partners usually know which clients are underpriced in the general sense. Proving it client by client, at renewal, across hundreds of clients, is the part that never happens.
What the system does
- 01Builds the true cost to serve each client from time, disbursements and job history.
- 02Compares it against the fee, and ranks clients by the size of the gap.
- 03Prepares a renewal pack for each one: the work done, the fee, the proposed fee and the reasons.
- 04Tracks which increases were proposed, accepted or declined, and what happened next.
The numbers it moves
- Average fee per client
- Measured across the book, and separately across the clients actually repriced.
- Margin
- Measured per client rather than in aggregate, so loss-making work is visible.
How it is proven
Every proposed increase is logged against the client, and only accepted increases count towards reported value.
Questions
- Will this push clients away?
- Repricing is a partner decision, client by client, and the pack exists so the conversation is evidenced rather than awkward. You choose who is in scope and how far fees move.
- How do you work out cost to serve if our time records are patchy?
- Time is used where it is recorded, and job activity, document volumes and communication history fill the gaps. The Audit establishes which of these your practice can rely on before anything is built.
- Can we exclude clients from repricing?
- Yes. Clients, sectors or partners can be excluded, and the exclusions are recorded so the reporting stays honest.
Would this pay for itself in your practice?
A 30-minute call to talk through how your practice runs this work today, and whether an Audit is worth doing. If it is not, we will say so.
Last updated 29 September 2026