Clear Group — Proposal Generator

Client & engagement

Client name

Trading / company name

Contact email

Proposal date

Client information / KYC — what this quote is based on

The more detail here, the better the quote — this is the basis of the fee. Note staff numbers, turnover, transaction volume, services needed, year-end, complications and any other business interests.

Saved client records

optional

Saved records (none saved yet)

Import record

\u21ba Restore / merge

Work across two computers. Records save in this browser on this computer only \u2014 they don’t sync on their own. To use your quotes at home and at the office: click Back up all quotes, save the file into a shared cloud folder (OneDrive, Google Drive or Dropbox), then on the other computer open this tool and click Restore / merge and choose that file. Back up again at the end of each session so the shared file stays current.

Build the fee

Step 1

Client type / sector

Pick a sector to load the standard fee build-up. Every line can be edited afterwards.

Step 2 — review & amend

Fee build-up

Service	Qty	Unit £	Basis	Amount
No lines yet — choose a sector and press Build fee.

Recurring (annual, ex VAT)£0

One-off (ex VAT)£0

VAT @ 20%£0

Total Year 1 (inc VAT)£0

Add 20% VAT to the proposal Show the fee as monthly instalments

Collect over months (max 12)

Splits the annual fee into equal monthly payments (standard 12) and shows it under the total. Not used for Virtual CFO (already priced monthly).

Add a VAT-service explanation to the client proposal (for larger clients)

Internal: a VAT return is review, adjustments & on-time filing — not bookkeeping. If we also keep the books, add bookkeeping at £27.50/hr.

Add a “bookkeeping is separate” note to the client proposal Add an “annual fee for your accounting year” note to the client proposal

Internal: use the annual-fee note for clients starting mid-year — the fee covers their full accounting year to year-end, so the whole annual fee is due even for the months before they joined (the accounts cover the whole year).

Landlords: add an “additional properties” note (each further property = £75/yr)

Internal: tells landlord clients that any property they buy in future is added to the annual fee at £75 per property. Tick for landlord proposals.

Show the client-information / KYC summary on the proposal Closing quote on the proposal Engagement letter — engaging legal entity

All trade as Clear Group (part of Clearcut Accounting Group Ltd). Pick the entity that will hold this engagement.

Engagement start date (optional)

Set your prices here. These are the standard rates the generator uses to build every quote. Adjust any figure and the change flows straight into new fee build-ups. Edits last for this session — to make them permanent across the team, update the master figures and re-issue this tool.