price-increase-letterlisted

# Price Increase Letter ## When to use this - The firm is raising fees across the client list or for a segment (all monthly bookkeeping clients, all 1040-only clients). - A specific client's scope has crept far beyond the fee and the relationship needs repricing. - Annual engagement renewals are going out with higher fees and clients deserve notice before the letter lands. - Moving legacy clients from hourly billing to fixed or subscription pricing. ## What to gather first Never invent fees, dates, or client details. Ask for: 1. Jurisdiction (US, AU, NZ, UK, CA) when it matters for timing and wording: deadline seasons differ, and GST/VAT-inclusive fee wording differs. 2. The client list or segment affected, with the current fee and the proposed new fee per client or per package. If the user has one blanket percentage, ask for the resulting dollar figures for at least the common packages; letters state amounts, not just percentages. 3. Effective date and how much notice clients get. Reasonable defaults: 30-60 days for monthly recurring work; before the next engagement for annual tax work. 4. When fees last changed. A client who has not seen an increase in four years gets a slightly different letter than one on annual increases. 5. What has been added or improved since the last increase (new deliverables, faster turnaround, a client portal, more staff attention). Two or three concrete items, supplied by the user, never invented. 6. Whether the current engagement letter per