The library · Accountancy firms · Planning and positioning

Explain our pricing

Fixed monthly fees are common and easy to compare, and disputes start when a client finds that bookkeeping catch-up, an HMRC enquiry or a second company was outside the fee.

The prompt
I work in marketing at an accountancy firm. Help me explain how our pricing works on the website.

Context: Fixed monthly fees are common and easy to compare, and disputes start when a client finds that bookkeeping catch-up, an HMRC enquiry or a second company was outside the fee.

Before you start, ask me for anything missing from this list:
- How we charge, with real examples
- What affects the cost
- What is included and what is extra

Then:
1. Say how pricing works in the first paragraph.
2. Give examples with ranges where I supplied them.
3. Say what changes the price.

Give me:
- The page copy
- Five pricing questions with answers

Rules:
- Use only the facts I give you. Where something is missing, write [detail needed]. Never invent a number, a name, a quote or a source.
- Give general information only. Never write anything that reads as tax advice on a person's own affairs, and never suggest a tax saving or an outcome with HMRC is likely or guaranteed.
- Write in plain English, in our voice if I have given you a sample.
- Do not tell me what the rules or regulations say. If something may be restricted, flag it and I will check.

Finish with a list headed "Check before this goes out". Include these, plus anything else the partner who approves marketing or our ethics and compliance lead should see:
- What each fixed fee includes and what is charged as extra
- VAT shown clearly, and 'from' prices that match what clients pay
- Examples that match the fees in current engagement letters

Paste it into Claude, ChatGPT, Gemini or Copilot. It will ask you for what it needs.

Check before this goes out

  • What each fixed fee includes and what is charged as extra
  • VAT shown clearly, and 'from' prices that match what clients pay
  • Examples that match the fees in current engagement letters

The prompt gives you a first draft. Someone qualified still approves anything a client will read.

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