Services & Pricing

Not every service is priced the same way. Sodium supports multiple pricing frequencies to match how you actually bill. Annual, Quarterly, Monthly or One-Off.

You can set a default price and frequency for each service, but override it per-client when needed. The same service can be billed differently to different clients.

Real-world pricing is rarely one number. The fee for bookkeeping depends on transaction volume. Tax compliance varies by complexity. Sodium handles this with pricing factors - variables that adjust the base price by a percentage based on client circumstances.

When you add a new service, AI suggests relevant pricing factors automatically. For bookkeeping, it might suggest:

• Quality of record-keeping (good, average, poor)
• Accounting software used (Xero, QuickBooks, spreadsheet)
• Transaction volume brackets

Each factor option can add or subtract from the base price, giving you nuanced and consistent pricing without complex spreadsheets.

You can of course create your own pricing factors from scratch too. AI is there to help, not dictate.

Many firms price by client size. Sodium makes this easy with fully customisable revenue ranges. Define your own brackets. For example:

• Up to £100k
• £100k - £500k
• £500k - £1m
• £1m - £5m
• £5m+

Then set pricing for each service on a per-range basis. When you add a client and select their revenue range, pricing automatically adjusts across all their services.

Each service can define content that appears in client-facing documents. Using the content management system, you can set:

• Proposal text - What appears in proposals for clients taking this service
• Engagement letter terms - Service-specific T&Cs and scope definitions
• PCL items - What to request in professional clearance letters for clients with this service

This means your proposals and engagement letters automatically include the right content based on which services the client is taking.

Services aren't just about pricing - they're about delivery. Each service can be linked to:

• Recurring tasks - Tasks that repeat on a schedule (monthly bookkeeping, quarterly VAT, annual accounts)
• Workflows - Multi-step processes attached to those tasks
• Onboarding tasks - One-off tasks created when a client first takes on the service

When a client accepts a proposal or you manually add a service to their account , then the relevant tasks and workflows are automatically created. You and your team knows exactly what needs doing without anyone manually setting it up.

Organise your services into categories that make sense for your practice:

• Core Accounting
• Tax
• Payroll
• Company Secretarial
• Advisory
• Software & Training

Categories help when building proposals and reporting on revenue by service type.

Not all services apply to all client types. Limited company services shouldn't appear for sole traders. Sodium lets you specify which client types each service is available for:

• Private Limited Company
• LLP
• Partnership
• Sole Trader / Individual
• Trust

When creating a proposal, only relevant services are shown for the client type.

You don't have to create everything from scratch. Sodium includes a library of pre-configured services covering common accountancy offerings - from annual accounts and tax returns to bookkeeping, payroll, and company secretarial work.

Browse the library, find services that match what you offer, and import them directly into your catalogue. Each imported service comes with sensible defaults for pricing, content, and task templates - ready to use or customise to fit your practice.

Want to share your own service configurations? Export any service as a file that others can import. It's an easy way to share best practices with colleagues or help other firms get started quickly.