Bookkeeping & Accounting quote template
Monthly bookkeeping, accounts, VAT and payroll — an estimate by business size.
Just want the spreadsheet? £7
Excel with the pricing built in, plus a printable PDF. No account needed.
Not a screenshot
Nothing's submitted — pricing recalculates on every answer, exactly as a customer would see it. Open full screen →
Accountancy is a "prices on application" industry, and that hesitation costs firms leads. A prospect comparing practices wants to know if they're a £150-a-month client or a £500-a-month one before they commit to a meeting. This template gives them that number, filters out the mismatches, and sends you enquiries that already understand roughly what they'll pay.
A bookkeeping and accounting quote template that gives prospects a realistic monthly fee based on their turnover, business structure and the services they actually need. It proves the point that Quotify is not just for physical jobs: desk-based professional services quote instantly too, and often benefit most from doing so.
Bookkeepers, accountants and accountancy practices who want to publish indicative pricing without committing to a rigid public price list. It works for a sole trader wanting basic bookkeeping right through to a limited company needing the full monthly package.
What the form asks
3 questions by default, branching where the job needs it. Extend with any of Quotify's supported question types .
Make it yours in three moves
Not quite your trade? Describe your business and Quotify builds you a form from scratch.
Your questions, answered
Last updated 2 July 2026-
01 How should I price bookkeeping and accounting services?
Most practices price by a mix of client size (turnover), business structure and the specific services on the engagement. The Quotify template uses a turnover band and structure to set a base monthly fee, then adds the services the client selects (bookkeeping, VAT, payroll, self-assessment, software), so they see a realistic monthly figure rather than 'prices on application'.
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02 Can I show a monthly recurring price instead of a one-off?
Yes. This template is built for monthly pricing, which is how most modern practices package their work. The total presents as a per-month fee, so a prospect immediately understands the ongoing cost rather than a single number they can't place in context.
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03 Can I bundle services like VAT, payroll and self-assessment?
Yes. Each service is a selectable option with its own price, so a sole trader wanting bookkeeping and self-assessment pays for those two, while a growing Ltd adding VAT and payroll sees the fee rise accordingly. You control every rate.
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04 Does Quotify only work for physical, on-site trade jobs?
Not at all. Quotify works just as well for desk-based professional services. The same instant-quote logic that prices a plumbing job prices a monthly accounting engagement, and arguably matters more here, because fee transparency is exactly what puts nervous prospects off picking up the phone.
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05 Can the form qualify a lead before I get on a call?
Yes. By the time an enquiry reaches you it already carries turnover, structure and the services wanted, so you know whether it's a fit and roughly what it's worth before you spend time on a call. You can route larger prospects to a different notification if you want to prioritise them.
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06 Is there a downloadable bookkeeping & accounting quote template?
Yes. As well as the free online version, you can buy the bookkeeping & accounting quote pack as a spreadsheet for £7. It opens in Excel, Google Sheets or Apple Numbers, with the pricing maths already built in and a branded quote you can export to PDF. Buy once and it's yours to keep.
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