Document Template - Proposal - Catch Up Fees
Ready-to-use template built for accountants and bookkeepers — just download and go
How to use this template: look for Proposal - section 3 - Catch-up fees under Settings > Document content > Document templates (category Proposal); your copy’s wording may differ from the text below. If it isn’t in your list, create a new template and paste in the text below (see How to add and customise document templates and Letters of Engagement). [CatchUpFeeTable] and [CatchUpFeePaymentPlan] are merge fields: they fill in automatically with a table of the catch-up fees set for the client and a payment plan showing each instalment’s due date, amount and remaining balance.
Catch-Up Fees Explanation
In some cases, there may be a need to bring your financial records up to date before we begin our regular services. These are what we refer to as "Catch-Up Fees." They cover the work required to ensure that your financial records are accurate and current, allowing us to start our regular services on solid ground.
[CatchUpFeeTable]
[CatchUpFeePaymentPlan]