What it is
A fee increase should reflect what a client costs to serve and how likely it is to leave. This planner shows the effective rate by client and the result of the increases you choose.
It sets a minimum fee, applies your assumed loss rates by risk level, and totals the expected revenue.
When to use it
- Before the annual fee letters.
- When cleaning up low-fee clients.
- When setting a minimum engagement fee.
What’s inside
- Plan tab with 100 rows
- Rate and realization columns with a flag
- Assumption inputs for loss rates
- Summary and check
Standard cited
This template follows Practice management. It is written in our own words, except for phrases the standard requires the document to contain, with [bracketed placeholders] for client details, amounts in USD and dates as MM/DD/YYYY. Check it against the current standard and your firm’s methodology before use.
Questions
Where do the loss rates come from?
Your own history. The workbook has no built-in rates.
What does the flag mean?
The flag shows clients whose realization is below the threshold you enter in B13. The workbook sets no default.
Is this a pricing recommendation?
No. It is a planning tool, and the decision stays with the partners.
Related templates
- Engagement Fee Estimator (Excel)
- Engagement Profitability and Realization Analysis (Excel)
- Recurring Revenue and Client Retention Dashboard
- CPA Fee Proposal Letter
Last updated 11/06/2026. All free templates.