Estimate Template for Bookkeeping
Professional estimate templates are crucial for bookkeeping services to establish credibility and clearly communicate value to potential clients. A well-structured estimate not only demonstrates your expertise but also sets proper expectations for scope, timeline, and pricing, helping you win more clients and avoid misunderstandings.
Last updated: 9 January 2026
Bookkeeping
MakeAnEstimate.com
#
XXXXXXXX
Service
Bookkeeping
Date
10/01/2026
Bookkeeping
[1]NZD 0.00
[2]NZD 0.00
[3]NZD 0.00
TotalNZD 0.00
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What to include in your Bookkeeping estimate
Detailed breakdown of bookkeeping services including monthly reconciliation, accounts payable/receivable, and financial reporting
Clear pricing structure with hourly rates or monthly packages in NZD, including any setup fees or additional service costs
Specific timeline for deliverables such as monthly close dates, report delivery schedules, and year-end preparation
Software requirements and compatibility including Xero, MYOB, or other accounting platforms you'll use
Client responsibilities and required documentation such as bank statements, receipts, and access credentials
Professional credentials, certifications, and experience highlights to build trust and justify your rates
Common mistakes to avoid
Being too vague about services included, leading to scope creep and client disputes over what's covered
Underestimating time requirements and quoting unrealistically low prices that hurt profitability
Failing to specify software costs, training fees, or other expenses that may be passed to the client
Not including clear payment terms, late fees, or cancellation policies in the estimate documentation
Bookkeeping
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