Are your engagement letters costing you hours of admin work and leaving money on the table?

Don't treat your firm's engagement letters as an afterthought with generic templates copied online, or worse, none at all.

If your firm is moving toward value pricing or subscription billing, your engagement letters are legal documents and powerful tools to set expectations, protect your time, and create profitable client relationships.

In this episode of Accounting Firm Growth Strategies, Loren Fogelman sits down with Jamie Peebles, founder of Knuula, to explore how firms can streamline engagement letters, improve client onboarding, and accelerate the shift to value-based services.

0:00 – Introduction: Why Client-Friendly Engagement Letters Matter

5:20 – From Attorney to Full-Stack Developer: How Knuula Was Born

10:45 – The Essentials: What MUST Be in Every Engagement Letter

16:30 – Why Volume and Complexity Make Engagement Letters So Cumbersome

22:15 – Rolling Out Subscription Packages: The Administrative Nightmare (and Solution)

28:40 – Modularity and Scannability: Making Engagement Letters Client-Centered

32:50 – Case Study: How One Firm Shifted from Hourly to Subscription with Automated Engagement Letters

What you’ll learn in this episode:

✔️ Why generic boilerplate engagement letters create scope creep and unpaid work

✔️ The two factors that make engagement letters time-consuming and how to fix both

✔️ How to structure service packages with default offerings and modular add-ons

✔️ Why “scannability” matters more than legal precision for modern clients

✔️ The secret to converting hundreds of traditional tax clients to subscription packages efficiently

✔️ How automated engagement letters enable prepayment and eliminate accounts receivable

If you’re ready to stop recreating engagement letters from scratch, save hours of admin work, and create a professional client experience that supports your move to subscription billing or value pricing, this episode is your roadmap.

Connect with Jamie Peebles and Knuula at https://knuula.com

If you want to double your income, working half the time, then Get Paid What You're Worth is a FREE resource for accounting professionals.

Download this 43-page e-book at https://businesssuccesssolution.com/worth

Subscribe to the Accounting Firm Growth Strategies Podcast:

https://podcasters.spotify.com/pod/show/loren-fogelman2