Quote template
Bookkeeping Quote Template
Quote template for bookkeeping retainers, cleanup projects, payroll support, and monthly reporting.
Recommended deliverables
- Monthly reconciliation
- Transaction categorization
- Reports
- Client review
Assumptions to include
Pricing assumes timely access to accounts, statements, and bookkeeping software.
Payment structure
Monthly retainer due at the start of each billing period. Cleanup work may require a deposit.
Before sending the quote
- Confirm what is included and what is excluded.
- State revision limits, response timelines, and payment milestones.
- Use the profit margin calculator to test the quote before sending.
- Convert the approved quote into an invoice with the same scope and terms.