Project work, not a deadline treadmill.
Placeholder copy. FigsFlow is practice management software for tax advisory and consultancy work. Every piece of work is scoped and priced on its own terms, the engagement letter follows the scope, and the fee is agreed before the research starts. Replace this paragraph with approved UK copy before sign-off.
Winning the work, start with how a project is scoped and quoted. Delivering it, jump to the engagement and billing steps.
Placeholder — confirm rating and review count before sign-off
- ProjectsPlaceholder live engagements
- ScopingFixed fee or stage-gated
- LettersWritten to the scope agreed
- BillingOn milestone · not on hope
- Follow-onQuoted, not assumed
the fee agreed before the research starts
Project work, not a deadline treadmill.
If every piece of work is different and the quote is written from scratch each time
Placeholder copy. The work is bespoke, the value is clear to you and not always to the client, and the scoping conversation happens over email. The question is how to price bespoke work consistently without turning it into a product.
What changes
What changes when bespoke work still starts from a structure
Placeholder introduction. Summarise the three shifts a tax advisory or consultancy team notices. Replace with approved UK copy.
Bespoke, from a starting point
Placeholder. Common advisory pieces sit in the price list as a base, so a bespoke quote starts from a structure instead of a blank page.
Scope with an end to it
Placeholder. The engagement letter states what is delivered and what is not, so a project has a boundary rather than a slow fade.
Follow-on work quoted
Placeholder. The next piece is raised as its own engagement, so advisory relationships grow deliberately rather than by accretion.
How an advisory team sets this up
Build the base pieces
Placeholder. The work you repeat.
Agree the scoping questions
Placeholder. Asked every time.
Quote, then engage
Placeholder. Fee before research.
Bill on milestone
Placeholder. Not at the very end.
Questions advisory teams ask first
Placeholder standfirst. Four dummy questions and answers for layout purposes only — replace with reviewed UK copy.
Can we price bespoke work without a fixed price list?
Placeholder answer. Explain base pieces, modifiers and free-form lines.
How do we handle stage-gated or milestone fees?
Placeholder answer. Describe how stages are set and billed, once verified.
Does an advisory engagement need its own letter?
Placeholder answer. Cover scope, limitations and reliance in general terms, for review by a qualified adviser.
Can we see recovery on a project before it closes?
Placeholder answer. Describe the in-flight views available, once verified.
Scope one of your own projects on screen
Placeholder closing copy. A walkthrough using a real advisory piece, from scoping question to engagement letter.