Estimate (Core) - Bookkeeping

🥷 Bookkeeping Estimate & Job Proposal Template

Professional, Clear & Client-Ready
PDF + Editable Word Download

Present your bookkeeping business with clarity, accuracy, and Ninja-level professionalism. ⚔️

This Bookkeeping Estimate & Job Proposal Template is a clean, professional estimating system built specifically for bookkeepers, virtual bookkeeping firms, and accounting support providers. It allows you to clearly outline services, pricing, timelines, and expectations — so your clients understand exactly what they’re getting before work begins.

Whether you provide monthly bookkeeping, cleanup & catch-up services, financial reporting, payroll data entry, or software setup, this estimate helps you quote work accurately, set expectations upfront, and secure written client approval with confidence.

If you’re ready to stop sending rough numbers and start delivering professional, client-approved proposals — this estimate belongs in your toolkit.

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⚔️ What This Bookkeeping Estimate Helps You Do

This professional proposal makes it easy to:

✔ Present professional bookkeeping service proposals
✔ Clearly define scope of services and deliverables
✔ Itemize monthly, hourly, or project pricing
✔ Quote cleanup and catch-up work accurately
✔ Set expectations before work begins
✔ Reduce misunderstandings and billing disputes
✔ Secure written client approval before onboarding

Everything is structured for you — just fill it in, customize, and send.

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🧰 What’s Included (PDF + Editable Word)

✔ Fill-Ready PDF
Perfect for printing, emailing, tablets, or digital signatures.

✔ Fully Editable Word Document (.docx)
Customize services, pricing, notes, and branding to match your exact bookkeeping workflow.

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🥷 Built-In Ninja Precision

This professionally formatted estimate includes:

👤 Company & Client Information

• Bookkeeper / firm details
• Client name and business info
• Service address (if applicable)
• Proposal date
• Estimate / proposal number

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📊 Project Overview

Clear section to describe:

• Client bookkeeping needs
• Business goals
• Financial workflow expectations

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🔧 Scope of Services Checklist

Selectable services including:

• Recording & categorizing income and expenses
• Monthly bank & credit card reconciliations
• Accounts payable (AP) tracking
• Accounts receivable (AR) tracking
• Payroll data entry (non-processing)
• Monthly / quarterly / annual financial statements
• Cleanup & catch-up bookkeeping
• Budgeting & cash flow tracking
• Sales tax tracking assistance
• QuickBooks / Xero setup or migration
• Monthly review meetings
• CPA / tax professional prep support
• Custom services

Only approved services are included — protecting you from scope creep.

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💲 Pricing Structure

Supports:

• Hourly billing
• Monthly flat-fee packages
• Cleanup / catch-up projects
• Add-on services
• Subtotal, tax, and total estimate

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🕒 Timeline

Tracks:

• Estimated start date
• Setup or cleanup completion date
• Ongoing monthly services

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⚠️ Terms & Conditions

Includes:

• 30-day proposal validity
• Client responsibility for accurate info
• Additional work pricing protections
• Work start conditions
• Service limitations (no CPA, tax, or legal services unless stated)

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✍ Client Acceptance & Bookkeeper Approval

Clean signature blocks for:

• Client authorization
• Bookkeeper approval
• Date of agreement

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💼 Who This Template Is For

Perfect for:

✔ Bookkeeping businesses
✔ Virtual bookkeeping firms
✔ Accounting support providers
✔ Freelance bookkeepers
✔ Startup bookkeeping services
✔ Small business financial consultants

If you quote bookkeeping work — this form belongs in your workflow.

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🔥 Why Bookkeepers Love This Estimate

• Looks professional and easy for clients to understand
• Helps justify pricing clearly
• Reduces scope creep and disputes
• Saves hours vs building estimates from scratch
• Reusable for unlimited clients
• Works for local and virtual bookkeeping

This is paperwork that supports your pricing and elevates your brand.

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🥷 Final Ninja Note

A strong bookkeeping estimate does more than list a price —
it sets expectations, protects your time, and positions you as a professional from the very first call.

Add the Bookkeeping Estimate & Job Proposal Template to your toolkit and quote every client with Ninja-level clarity, confidence, and professionalism. ⚔️