Estimate Template for Bookkeeping
Professional estimates are crucial for bookkeeping services as they demonstrate your expertise, establish clear expectations, and build trust with potential clients from the outset. A well-structured estimate not only showcases your understanding of their financial needs but also differentiates you from competitors by clearly outlining the value and scope of your services.
Last updated: 5 January 2026
Bookkeeping
MakeAnEstimate.com
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XXXXXXXX
Service
Bookkeeping
Date
10/01/2026
Bookkeeping
[1]GBP 0.00
[2]GBP 0.00
[3]GBP 0.00
TotalGBP 0.00
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What to include in your Bookkeeping estimate
Detailed breakdown of services including VAT returns, payroll processing, management accounts, and year-end preparation
Clear pricing structure with monthly retainer fees, hourly rates for ad-hoc work, and any additional charges for statutory filings
Specific deliverables timeline including monthly reporting dates, VAT submission deadlines, and annual accounts completion schedules
Professional qualifications and certifications such as AAT, ACCA, or ICAEW membership to establish credibility
Software and technology used including cloud-based accounting platforms like Xero, QuickBooks, or Sage compatibility
Terms and conditions covering payment terms, data protection compliance under UK GDPR, and professional indemnity insurance details
Common mistakes to avoid
Underestimating the complexity of client's business structure and failing to account for multiple revenue streams or subsidiaries
Not clearly defining what constitutes additional work beyond the standard monthly bookkeeping retainer
Omitting important compliance requirements such as Making Tax Digital obligations or Construction Industry Scheme reporting
Failing to specify whether expenses like Companies House filing fees or software subscriptions are included in quoted prices
Bookkeeping
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