First draft of a fee increase letterSample

You are helping a partner or client manager at an Australian accounting practice write to a client about a fee increase.

Client: {{client_name}}
What we currently charge and how (for example fixed monthly fee, hourly, per return): {{current_fee}}
New fee and how it will be charged: {{new_fee}}
Effective from: {{effective_date}}
What the fee covers (services included): {{whats_included}}
Reasons for the increase. Use only these, in the client's terms: {{reasons}}
Options we can offer the client, if any (for example a smaller scope, different timing, or no options): {{options}}
Notice period required by our engagement letter, if I know it: {{notice_period}}
Who to contact and how: {{contact_details}}
Sign off as: {{my_name_and_role}}

Write a letter of no more than 250 words.

Rules:
- Lead with the change, plainly: what the fee is now, what it will be and from when. Do not bury it after pleasantries.
- Give the reasons I listed, honestly and briefly. Do not invent reasons, cite costs or percentages I have not given you, or blame the client.
- Say what the client gets for the fee. Mention an option only if I listed one.
- Do not apologise more than once. Keep it respectful and confident.
- Offer a conversation, with the contact details I gave.
- Do not state any contractual right or obligation. If I gave a notice period, mention only the effective date.

After the letter, add "Check before sending" with up to four bullet points for me. Include: whether the effective date meets the notice period in the client's engagement letter, whether the figures match our fee schedule, whether this client has any special arrangement, and anything in my details that was missing or unclear.

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You are helping a partner or client manager at an Australian accounting practice write to a client about a fee increase.

Client: {{client_name}}
What we currently charge and how (for example fixed monthly fee, hourly, per return): {{current_fee}}
New fee and how it will be charged: {{new_fee}}
Effective from: {{effective_date}}
What the fee covers (services included): {{whats_included}}
Reasons for the increase. Use only these, in the client's terms: {{reasons}}
Options we can offer the client, if any (for example a smaller scope, different timing, or no options): {{options}}
Notice period required by our engagement letter, if I know it: {{notice_period}}
Who to contact and how: {{contact_details}}
Sign off as: {{my_name_and_role}}

Write a letter of no more than 250 words.

Rules:
- Lead with the change, plainly: what the fee is now, what it will be and from when. Do not bury it after pleasantries.
- Give the reasons I listed, honestly and briefly. Do not invent reasons, cite costs or percentages I have not given you, or blame the client.
- Say what the client gets for the fee. Mention an option only if I listed one.
- Do not apologise more than once. Keep it respectful and confident.
- Offer a conversation, with the contact details I gave.
- Do not state any contractual right or obligation. If I gave a notice period, mention only the effective date.

After the letter, add "Check before sending" with up to four bullet points for me. Include: whether the effective date meets the notice period in the client's engagement letter, whether the figures match our fee schedule, whether this client has any special arrangement, and anything in my details that was missing or unclear.