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Chris Charlton

How to structure a pricing proposal: Tips and examples

A well-crafted pricing proposal is a strategic document that helps build trust, demonstrate value, and move prospects confidently toward a […]

How to tailor a letter of engagement template for different clients

Let’s face it. Not all clients are created equal, and neither should your engagement letters be. A Letter of Engagement […]

Why is an engagement letter for accountants so important?

*This article has been developed with the UK market in mind. If your accounting firm isn’t UK based, please consider […]

5 Engagement Letter Mistakes Accounting Businesses Make

*This article has been developed with the UK market in mind. If your accounting firm isn’t UK based, please consider […]

When should you reissue an accounting engagement letter?

*This article has been developed with the UK market in mind. If your accounting firm isn’t UK based, please consider […]

Why every accounting consultant needs a proposal template

The proposal is your prime opportunity to articulate value, demonstrate expertise, and secure new clients for your consulting services as […]

Customising your 5-year business plan template to maximise impact

A generic five-year business plan simply won’t cut it for today’s accounting and advisory firms seeking real impact. It lacks […]