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Calculating Your Proposal Fee

Understand what everything on the 'Get Calculation' interface means.

Russell Henderson avatar
Written by Russell Henderson
Updated over a week ago

When you create a proposal and hit get calculation, you'll be presented with the monthly and one off totals for the proposal.

What does everything mean? 

  • Billing Cycle

We are strong advocates of monthly billing but in some scenarios you might want to charge annually, for example if you are completing a previous years work. 

Decide whether you want to bill monthly or annually using the 'Billing cycle' options. 

  • Fees in the proposal

Dictate whether you would like to show totals only or a full breakdown in your proposal.

  • Subtotal View

Use the "Subtotal View" toggle to dictate whether you want to display totals only or a breakdown of fees for each section. Find out more about this here.

  • Alignment Fee

If your proposal is dated less than 12 months and you are providing services such as Annual Accounts & Corporation Tax Returns or a Directors Tax Return that are calculated over 12 months an alignment fee will pull through.

This ensures no money is left on the table, everything is accounted for and you are being paid exactly for the work you are doing.

Clients can either then choose to pay with an upfront one off payment, or split the cost of the remainder of the months you'll be providing services for them.

Contact Support

If you have any questions, please reach out to us using the chat in the bottom right 😃

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