Catch-Up Fees

Catch-up Fees for Accountants & Bookkeepers

Charge your worth with ease and transparency.

Streamlined Fee Calculations for New Clients

Managing new client onboarding just got simpler. With Engager’s Catch-up Fees feature, you can charge for the work completed during the period before a client officially came onboard. Without the hassle of manual calculations.

Customise, Automate, and Simplify Catch-up Fees

Automatically calculate and manage catch-up fees for all your client services. Here’s how it works:

  • Automatic Calculations: Engager calculates the fees based on the period elapsed and the services the client requires.
  • Flexible Payment Options: Choose whether to charge the fee in instalments or as a one-off payment.
  • Seamless Integration: Automatically populate the catch-up fees into the client’s Letter of Engagement, ready for approval.
  • Full Control: Manually adjust fees when needed, ensuring you’re always in control.
Charge Your Worth

Ensure you’re fairly compensated for all of the work you’ll be completing to bring your client’s records up to date.

Let Engager handle the calculations, reducing your admin burden and freeing up time for what matters most.

Say goodbye to tedious fee calculations and manual tracking.

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Catch-Up Fees that Work Across Your Practice Tools

Letters of Engagement

Easily incorporate catch-up fees into your Letters of Engagement. Engager automatically calculates the fees for the elapsed period and seamlessly adds them to your client agreement. This ensures complete transparency with your clients and guarantees you’re capturing the value of prior work. Save time and maintain professionalism with automated precision.

eSignatures

Once your catch-up fees are included in the Letter of Engagement, use Engager’s eSignature functionality to make the process effortless. Clients can review, approve, and sign digitally, streamlining the onboarding process and ensuring faster agreement completion. No delays, no paper, just efficiency.

Client Portal

Take advantage of the client portal to securely share Letters of Engagement with catch-up fees included. Clients can access, review, and approve documents at their convenience, all while maintaining a professional and organised client experience. The portal also ensures that all communication is documented for future reference.

Pricing Tool

The Pricing Tool in Engager takes the guesswork out of calculating fees. Automatically determine the appropriate fees for each service based on pricing drivers such as turnover or quantity of transactions. Need to make adjustments? Override the calculation manually to align with your specific agreements. Accurate and flexible, the Pricing Tool keeps your billing consistent and fair.

Frequently Asked Questions

How does Engager calculate catch-up fees?

Catch-up fees are calculated based on the period elapsed and the services the client requires. These calculations are automated for accuracy and efficiency.

Yes, you have full control. Manually override the calculated fees to ensure they align with your agreements.

Yes, catch-up fees are automatically added to the client’s Letter of Engagement, ready for approval and eSignature.

Absolutely. You can choose to charge catch-up fees in instalments or as a one-off payment.

Experience how Engager can transform your practice. Get full access to all features with our 28-day free trial. No credit card required!

Want to see how Engager fits into your day-to-day? Book a personalised demo with our friendly team and discover why 1,000+ practices trust Engager.

Meet Peter Harvey, founder of Saviour Accounting, a CIMA-qualified accountant who’s been in the industry …

Flexible Plans for Every Practice Size

All plans include every feature Engager offers. The only extra fees are for SMS and Xero integration. Enjoy unlimited users at no extra cost. Plus, our pricing comes with the Engager Price Promise for transparency and fairness.

Our pricing is set to change on 05/01/2025. To see how this affects you, click here.

0-10 Clients

£9+VAT Per Month

Discover Your Pricing

£0+VAT per month

15,000+ Clients

Get in touch with our team if you have more than 15,000 clients by emailing contact@engager.app

0-10 Clients

£13+VAT Per Month

Discover Your Pricing

£0+VAT per month

15,000+ Clients

Get in touch with our team if you have more than 15,000 clients by emailing contact@engager.app

One Day Dedicated to Practice Management for Accountants and Bookkeepers 🚀🚀🚀

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