Bookkeeping proposal template

For bookkeepers and accountants. A fixed monthly service with a catch-up counted by the month behind, sales tax filing and payroll as options.

The template, as your client would see it

A scaled preview. Open full size to read it as a client would. Wondering about the numbers? What to charge for this work.

Sections: What you get, How it works, What clients say, Pricing, Terms. Then the pricing table and the accept button.

Monthly bookkeeping $450.00 USD per month (included): Up to 150 transactions a month, reconciled and reported
Catch-up $300.00 USD per month (optional, on by default, client picks 0 to 12): Bring the current year up to date, per month behind
Sales tax filing $120.00 USD per month (optional, on by default): Quarterly returns prepared and filed
Payroll $200.00 USD per month (optional, off by default): Up to five employees, twice a month

Example prices in USD; the template works in 16 currencies and every line is editable.

The client can switch optional lines on and off and change quantities within limits you set. The total updates as they read, and what they chose becomes part of the signed record.
Accepting is one tap on a phone: they type their name, tick the consent line, and both of you get the signed PDF by email.
You get an email the moment it is opened, can set an expiry date and a password, and can send a reminder.

Sign in with your email, no password and no card. The template opens in the editor with your currency set, and fourteen days of Pro are included.