Accounting and advisory firms mostly operate on monthly fees that cover a package of recurring services: bookkeeping, quarterly tax returns, preparation of annual accounts, payroll management and employment advice. The service proposal must specify precisely what the monthly fee includes and which services are billed separately, such as company formation, tax inspections or expert reports.
A common mistake is offering a generic fee without defining limits: number of accounting entries, employees on payroll, returns included or monthly queries. When these limits aren't clear, friction arises when charging for additional services the client thought were covered. Detailing the included filings — VAT, corporate tax, payroll — gives clarity to the freelancer or SME evaluating your offer.
With DealForge you can create tax and accounting advisory proposals with monthly services broken down, automatic calculation of the annual fee and digital contract renewal. The client electronically signs the service agreement, and you have a documentary record of what was agreed that protects both parties against any future discrepancy.