Retainer Benchmarking Tool
Show accountants whether a client retainer looks underpriced and produce a price-rise script.
Compliance note: Professional-use tool only. Outputs are working drafts for adviser review and are not tax, legal, investment, pension, mortgage, insurance, regulatory or financial advice. Verify all figures, assumptions, deadlines and wording against current HMRC, FCA, Companies House and professional-body requirements before using with a client.
Status
Underpriced
Benchmark
£325/mo
Portfolio gap
£48,000/yr
RETENTION AND FEE REVIEW Client type: Owner-managed limited company Complexity: Standard Current monthly fee: £225 Indicative benchmark: £325 Status: Underpriced Monthly gap: £100 Annual gap per similar client: £1,200 Annual gap across 40 similar clients: £48,000 CLIENT CONVERSATION SCRIPT We have reviewed the scope of work, the level of support you need, and the time required to maintain the standard of service you expect. To keep providing that service properly, we need to align the monthly fee with the current scope. From the next renewal date, our proposed monthly fee is £325. This reflects the ongoing compliance work, review time, filing deadlines and advisory support included in the service. Compliance note: This is an indicative commercial benchmarking tool, not pricing advice. Check engagement terms, scope, VAT, notice periods and professional-body requirements before changing client fees.