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Monthly, transactional, high volume.

Placeholder copy. FigsFlow is practice management software for bookkeeping and cloud accounting teams. Recurring work is priced once, engagement letters reflect the actual scope, and fees are raised on schedule rather than reconstructed at the month end. Replace this paragraph with approved UK copy before sign-off.

Running the bookkeeping team, start with the recurring billing view. Pricing the work, jump to how volume is quoted.

Placeholder — confirm rating and review count before sign-off

Sample Practice · bookkeeping viewRecurring
  • ClientsPlaceholder on monthly cycles
  • PricingBy volume band · set once
  • LettersScope matches the service
  • BillingRaised on schedule
  • Scope creepFlagged, not absorbed

volume work that is not re-quoted every month

Placeholder caption — recurring work, priced and billed once.

Monthly, transactional, high volume.

If the work repeats every month and the price has not been looked at since

Placeholder copy. The volume is predictable, the margin is not, and the fee agreed two years ago has quietly stopped covering the work. The question is where the recovery is leaking, and whether you can see it before the year end.

More reporting than processing?Outsourced finance
Mostly project and advisory work?Tax advisory

What changes

What changes when recurring work is priced once and billed automatically

Placeholder introduction. Summarise the three shifts a bookkeeping or cloud accounting team notices. Replace with approved UK copy.

Priced by volume, not by guess

Placeholder. Transaction bands sit in the price list, so a client who has doubled in size is quoted on what they are now rather than what they were.

Scope written down once

Placeholder. The engagement letter reflects what was actually quoted, so the extra work someone asks for in March is a conversation rather than an assumption.

Fees that raise themselves

Placeholder. Recurring billing runs on schedule across the whole book, so the month end stops being a reconciliation exercise.

How a bookkeeping team moves across

Set the volume bands

Placeholder. Agreed once, with owners.

Re-price the back book

Placeholder. In batches, with notice.

Reissue the letters

Placeholder. Scope matched to fee.

Switch billing on

Placeholder. One cycle, then review.

Questions bookkeeping teams ask first

Placeholder standfirst. Four dummy questions and answers for layout purposes only — replace with reviewed UK copy.

How do we re-price a book of recurring clients without losing them?

Placeholder answer. Describe the phased approach, the notice period and how the change is explained.

Can pricing vary by transaction volume?

Placeholder answer. Explain banding and how a client is moved between bands.

Does this replace our bookkeeping software?

Placeholder answer. Confirm what sits alongside the ledger software and what it replaces.

How is scope creep picked up?

Placeholder answer. Describe what is flagged, to whom, and what happens next.

See it against your own recurring book

Placeholder closing copy. A walkthrough using your volume bands and your current recurring fees.