Quote a client for accounting work before you start. Set out the recurring and one-off services with fees, add a valid-until date and an acceptance line, and download a professional PDF - free, no account.
What a accounting quote should include
- Your practice and the client
- A quote number, the date and a valid-until date
- Recurring (monthly bookkeeping, payroll) and one-off work (tax return) with fees
- What is included each month and any limits
- Terms and an acceptance line
Example accounting quote
A typical set of line items — click the button to open it as an editable estimate (with a valid-until date and an acceptance line), then change the details.
| Description | Qty | Unit price | Amount |
|---|---|---|---|
| Monthly bookkeeping | 1 | $350.00 | $350.00 |
| Annual tax return preparation | 1 | $650.00 | $650.00 |
| Payroll processing - monthly | 1 | $120.00 | $120.00 |
| Total | $1,120.00 |
Accountants often quote a monthly fee for recurring work plus fixed fees for one-off engagements.
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