For accountancy practices and bookkeepers
From first proposal to client review.
Sixteen ready-to-use tools for pricing, winning, taking on and keeping clients, built with accountants who have run practices and taken on hundreds of clients. Excel workbooks with a worked example and a user guide for every one.
Built for the people who win and keep the clients
Sole practitioners
Proposals, letters and onboarding done properly, without the admin eating your evenings.
Small and growing practices
One way to price and take on clients, whoever in the team does it.
Bookkeepers
Clear prices, signed letters and the right authorisations before the first job.
The toolkit
Sixteen tools, from first proposal to client review
Every tool is a ready-to-use Excel workbook with a filled-in worked example and a PDF user guide. Buy one tool, a bundle of four or the whole desk.
Proposals and pricing bundle
Price the work and win the client.Proposal and fee quote builder
Clear, consistent proposals in minutes.
CL-01 holds your standard prices and builds a proposal from them. Pick the services, set the quantity and any adjustment for complexity, and it works out the annual and monthly fee. The Letter tab turns it into a proposal ready to send.
Who it's for: Partners and managers pricing and proposing to new clients.
You enter: Standard price, Quantity, Adjust, Valid for.
You get: Annual fee, Monthly, Adjustment, Letter.
Tabs: Summary · Prices · Proposal · Letter
Service menu and price list
One clear list of what you do and what it costs.
CL-02 lists every service the practice offers, what's included, how it is priced and the price range, and flags prices that haven't been reviewed for a year. Print it as a service menu or use it to brief the team.
Who it's for: Partners and anyone who answers enquiries from prospective clients.
You enter: What's included, From and To, Price last reviewed, Priced.
You get: Services, Review due, By type, Menu.
Tabs: Summary · Services
Prospect pipeline
Know what's coming in, and who to call.
CL-03 tracks every prospect from first enquiry to won or lost: source, services, annual fee, stage and last contact. It weights each fee by the chance of winning at that stage, shows the win rate and where good clients come from, and flags prospects not contacted for two weeks.
Who it's for: Partners responsible for growing the practice.
You enter: Stage, Annual fee, Source, Last contact.
You get: Weighted pipeline, Win rate, Follow up, By source.
Tabs: Summary · Pipeline
Proposal follow-up log
No proposal left hanging.
CL-04 logs each proposal sent and sets two follow-up dates. It shows the next follow-up due, flags those due now, and prompts you to close proposals that have had both follow-ups with no answer.
Who it's for: Whoever sends proposals and follows them up.
You enter: Proposal sent, Last followed up, Outcome, Follow-up days.
You get: Next follow-up, Follow up now, Close it, Value open.
Tabs: Summary · Proposals
Engagement letters bundle
Agree the work, in writing, before you start.Engagement letter builder
An engagement letter that matches the work you'll do.
CL-05 builds an engagement letter from a short form: the client, start date, fee, billing and a Yes or No for each service. The letter lists only the services included, sets out the client's responsibilities and the fee, and is ready to print and sign.
Who it's for: Partners and managers taking on clients or changing what they do for them.
You enter: Services, Annual fee, Start date, Signed on.
You get: Letter, Services included, Signed, Fee.
Tabs: Summary · Details · Letter
Schedule of services
Everyone knows who does what, and by when.
CL-06 sets out, service by service, what the practice will do, what the client must do and how quickly records are needed. Mark the services in a client's letter and attach the schedule to their engagement letter.
Who it's for: Partners and managers setting expectations with clients.
You enter: We will, You will, Days, In this letter.
You get: Schedule, In this client's letter, Tightest deadline, Services listed.
Tabs: Summary · Schedule
Engagement letter register
Every client on a signed, current letter.
CL-07 lists every client's engagement letter with the date issued, signed and last reviewed. It works out when each letter is due for review, and flags letters not signed, letters to reissue because services have changed, and reviews overdue.
Who it's for: Partners and practice managers responsible for engagement terms.
You enter: Letter dated, Signed, Last reviewed, Services changed.
You get: Review due, Not signed, Reissue, Up to date.
Tabs: Summary · Letters
Change of scope log
Extra work agreed and paid for, not done for free.
CL-08 logs every change to a client's services: what changed, the change in fee, when the client agreed and when the engagement letter was updated. It flags changes not yet agreed and letters still to update.
Who it's for: Anyone who spots a change in what a client needs.
You enter: Change, Fee change, Client agreed, Letter updated.
You get: Status, Fee change agreed, To agree, Letters to update.
Tabs: Summary · Changes
Onboarding bundle
Take every new client on properly.New client onboarding checklist
Every new client taken on properly, every time.
CL-09 is the new client checklist: the checks before you accept (conflicts, risk assessment, identity checks, signed engagement letter, professional clearance), the HMRC and Companies House authorisations, the set-up work and the welcome. Essential items not done are blockers, and the partner signs off when it's complete.
Who it's for: Partners and managers taking on new clients.
You enter: Status, Essential, Evidence, Due.
You get: Complete, Blockers, Overdue, Sign-off.
Tabs: Summary · Checklist · Sign-off
Professional clearance tracker
Clearance asked for, chased and on file.
CL-10 tracks professional clearance letters to each new client's previous accountant: when sent, chased and answered, any issues raised and whether handover information has arrived. It flags requests to chase and replies a partner should review.
Who it's for: Whoever takes on new clients.
You enter: Letter sent, Reply received, Issues raised, Handover info.
You get: Days waiting, Status, Partner to review, Cleared.
Tabs: Summary · Clearance
HMRC and Companies House authorisations tracker
The access you need, before you need it.
CL-11 tracks each HMRC and Companies House authorisation: which tax, how it is requested, when it was requested and when it came through. It flags authorisations not yet requested and those waiting too long, so access is in place before the first deadline.
Who it's for: Whoever sets up new clients and new taxes.
You enter: For, How, Requested, Authorised.
You get: Days waiting, Status, Not requested, Authorised.
Tabs: Summary · Authorisations
Onboarding planner
New clients fully on board before their first deadline.
CL-12 plans each new client's onboarding against their first deadline: engagement signed, clearance received, authorisations in place, records received and first meeting. It counts the steps done and flags new clients at risk because the first deadline is close and onboarding isn't finished.
Who it's for: Partners and managers responsible for new clients.
You enter: First deadline, Milestones, At risk window, Manager.
You get: Steps done, Days to first deadline, At risk, On board.
Tabs: Summary · Onboarding
Client records bundle
One client list, and every client looked after.Client master record
One client list the whole practice uses.
CL-13 is the master client record: reference, type, manager, company number, year end, contact, the services you provide, annual fee, how long they've been a client and their anti-money laundering risk rating. The Summary breaks the client base down by type, manager and service.
Who it's for: Everyone in the practice.
You enter: Type, Services, Annual fee, AML risk.
You get: Annual fees, By type, By manager, High-risk clients.
Tabs: Summary · Clients
Client contact log
Every promise to a client written down and kept.
CL-14 logs calls, emails and meetings with clients: who, how, what was discussed and any follow-up promised. It lists follow-ups due this week and overdue, so nothing promised to a client is forgotten.
Who it's for: Everyone who talks to clients.
You enter: What was discussed, Follow up by, Followed up, How.
You get: Status, Due this week, Overdue, By method.
Tabs: Summary · Contacts
Client review planner
Your best clients hear from you before a competitor calls.
CL-15 works out when each client is due a review meeting, more often for bigger fees, and lists reviews overdue and due in the next 30 days. Use the meeting to update the engagement letter, the fee and the risk assessment.
Who it's for: Partners and managers who look after key clients.
You enter: Last review meeting, Fee bands, Booked for, Topics.
You get: Review every, Next review due, Overdue, Due soon.
Tabs: Summary · Reviews
Client portfolio dashboard
The shape of your client base on one page.
CL-16 shows the client base at a glance: active clients and fees, how much rests on the top 10, clients and fees by fee band, and this year's new and lost clients with the reasons they left.
Who it's for: Partners reviewing the practice and planning growth.
You enter: Annual fee, Status, Left, Why they left.
You get: Top 10 share, By fee band, Won and lost, Top 10.
Tabs: Summary · Portfolio
See inside
Real screens from the workbooks
Taken straight from the tools with the worked example filled in, so you can see exactly what you get before you buy.
In every tool
How it works
1 — Download
Buy a single tool, a bundle or the whole desk. Each one is licensed to your practice and sent by email.
2 — Set up once
Enter your services and standard prices, then your clients, using the user guide.
3 — Prospect to client
Price every proposal the same way, send the letter and onboard each new client.
Pricing
Buy what you need, or get everything
Single tool
£95–£295
One workbook with its user guide and worked example.
Start here
Bundle of four
£395–£495
Four tools that work together. The proposals and pricing bundle is the place to start.
Full Clients Desk
£1,495
All 16 tools and guides, yours to keep, with 12 months of updates and the monthly Q&A call. Then £395 a year to keep updating.
The Full Suite
£5,950
All six desks and all 96 tools, yours to keep, with 12 months of updates and the monthly Q&A call. Then £1,190 a year to keep updating.
Founding members: £4,450, with updates at £890 a year for life, for the first 50.
Set-up service
Your figures loaded for you · from £1,500
We load the tools with your own clients, services, fees, team and rates, so they're ready to use from day one.
Prices exclude VAT. Single tools, bundles and desks are for one practice and yours to keep. See pricing for every desk
Written by people who have done the job
The Clients Desk is built with accountants who have run practices, priced work and taken on hundreds of clients, from sole traders to growing companies.
Every tool is built from that experience: the records and controls a well-run practice relies on, in a form you can pick up and use the same week.
Become a founding member
The first 50 founding members get The Full Suite, all six desks and 96 tools, for £4,450 instead of £5,950, with updates at £890 a year fixed for life.