PracticeGuru Learnings · Course
Client Handling & Fee Collection
Clear scope, fair fees, bills on time and polite reminders that work. Practical steps, letters and scripts for partners and senior staff, within the ICAI rules.
- 16 short lessons12 to 15 minutes each
- About 3.7 hours of readingat your own pace
- Bonus filesengagement letters, reminder messages and call scripts (Word)
- Who it is forfor partners and senior staff
What you need before you start
Who it is for: CAs, CSs, CMAs, tax consultants and the staff who deal with clients. Written in a CA office. Not a CA? The methods work the same in any tax or accounts office; the ICAI rule boxes apply only to CAs.
Device: A phone or laptop
- Free optionWord and Excel, or free Google Docs and SheetsTo open and fill the course kit.Google Sheets
What you will do
Each lesson ends with a "Do this today" box. By the last lesson your office has engagement letters for every service, a fee-revision letter, a reminder ladder and a one-page client and fee policy.
- Free Why good firms still don't get paidWhere fees leak, and what one bad client really costs. · 12 min
- 01 Taking on a new clientFirst meeting, red flags, and the audit-acceptance decision guide. · 15 min 🔒 Paid
- 02 Engagement letters for everyday workScope, fees, timelines and what is not included, in writing. · 15 min 🔒 Paid
- 03 Pricing your servicesCost per hour, packages and minimum fees, within the rules. · 15 min 🔒 Paid
- 04 Raising fees without losing clientsWhen and how much, and the fee-revision letter. · 12 min 🔒 Paid
- 05 Billing on timeBill when the work is done: advance, milestone and retainer. · 12 min 🔒 Paid
- 06 Collecting what is owedA polite reminder ladder, messages and a call script. · 15 min 🔒 Paid
- 07 When a client does not payPausing new work, the final reminder, and what you must never do. · 15 min 🔒 Paid
- 08 Difficult clients and conversationsScripts for late documents, scope creep and angry calls. · 15 min 🔒 Paid
- 09 Communicating with clientsUpdates, response times and WhatsApp manners. · 12 min 🔒 Paid
- 10 Service routines and feedbackA year calendar of touch-points and private feedback. · 12 min 🔒 Paid
- 11 Complaints and response standardsA response standard, one owner, a register and a calm first reply. · 15 min 🔒 Paid
- 12 Losing a client wellHandover, returning documents, and audit exits. · 12 min 🔒 Paid
- 13 Client health check: spot clients before they leaveWarning signs, a green / amber / red sheet and who calls an amber client. · 15 min 🔒 Paid
- 14 The renewal conversationRenew scope, service expectations and the engagement letter before the busy season. · 15 min 🔒 Paid
- 15 Your client and fee policyOne page for the whole office, and a 30-day plan. · 12 min 🔒 Paid
Who made this
The PracticeGuru team, who run OneClick Branding for thousands of tax professionals. Lessons that touch professional rules name the source so you can check it yourself. This is practical guidance, not legal advice.