Announce fee increases and new pricing to clients without losing them

The problem

Accounting and bookkeeping firms often go years without raising prices because the letter feels awkward, so margins shrink while workloads grow. When a fee change finally goes out, it's a one-line email that triggers pushback, haggling and a few lost clients.

How AI solves it

Give an AI assistant your current and new fees, the reasons (more forms, software and staff costs, added services) and your client segments, and ask for a fee-change letter for each segment: one for long-time clients, one for clients moving to a monthly package, and one for clients whose fee rises the most. Have it add a short 'what's included' table, the effective date, and how to ask questions. Then draft calm replies to the 3 most common objections (it's too much, can you hold my price, what am I getting for it). Send through your practice management or proposal tool so new engagement letters reflect the new prices automatically.

Tools that do this

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• ChatGPT
• Ignition
• TaxDome

What you can expect

Time saved: 3-6 hrs of writing and back-and-forth (estimate)
Cost saved: Higher fees with fewer lost clients (estimate)
Difficulty: Easy

Industry guides: AI for Accountants, Bookkeepers & Tax Pros

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