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Letter regarding fee increase

  • 1.  Letter regarding fee increase

    Posted 11-22-2022 06:38 PM
     A colleague of mine just posted this letter in a Facebook group I am a member of… thought this would be good to share: 


    Price increase template enclosed

    Someone just asked me for a fee increase letter. Here's a baseline I threw together if helpful to anyone:

    Dear client, It has been a pleasure serving you for the last fifteen years. In that time, we have never had a change in fees. With inflation, staffing costs, etc rising significantly, it is now time to do so. Please note that your fee will increase to XXX (or %) effective 1/1/23.

    You may get a 5% discount if you prepay me for next year, and a nice little early deduction on your 2022 tax return.

    I will also be analyzing some clients for additional tax planning opportunities where I can show a 200%+ return on investment in us, and propose a tax planning package to support those new strategies. If you would like to be one of the first people I do so with, please reply and I'll add you to the list on a first come first serve basis.

    I look forward to the expanded offering we will be able to provide our clientele in 2023 and the ROI that goes along with it.


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    Kelly Rohrs, CPA
    K.Rohrs, CPA, P.C.
    Kelly@krohrscpa.com
    516-225-4239
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