Bookkeeping Quote Template
Bookkeeping prices depend on volume and mess. Quote by monthly transactions, list what is included (reconciliation, payroll, tax filings) and price catch-up work separately.
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Example line items
| Item | Unit | Qty | Example price |
|---|---|---|---|
| Monthly bookkeeping (up to 150 transactions) | month | 12 | 150–600 / month |
| Bank and card reconciliation | account | 2 | Included |
| Payroll (up to 5 employees) | month | 12 | 50–200 / month |
| Sales tax / VAT return preparation | return | 4 | 100–300 each |
| Catch-up of prior months | month | 3 | 150–400 / month |
Amounts are examples before tax, not price advice. Add sales tax or VAT where it applies.
What to put on the quote
- Transaction volume, accounts and software used.
- What is included: reconciliation, payroll, filings, reports.
- Client deadlines for sending receipts and statements.
- Who files tax returns, and the hand-off to the tax adviser.
Common mistakes
- A flat fee with no transaction cap.
- Starting a messy catch-up at the monthly rate.
- Implying tax advice you are not licensed to give.
Deposit, balance and validity
Monthly fee billed in advance; catch-up work paid upfront. Quote valid for 30 days. Late documents may move filing deadlines and any penalties are the client’s responsibility.
Questions people ask
What if volume goes up?
Set transaction bands and the price for the next band.
Do you file tax returns?
Say exactly which filings you prepare and which go to a licensed tax professional.
What software do you use?
Name it and say who pays the subscription.