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Quote accounting work as a package — accounts, filings and payroll — with what falls outside it.
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Accountancy is usually sold as a recurring package, so the quote is really a scope document: which filings are covered, how many payroll runs, how many transactions before the price changes. Clients rarely ask until something falls outside — and then they ask sharply.
This template opens with annual accounts, payroll and a monthly retainer. Set the package, name the volume assumptions, and send a proposal that survives the first busy month.
Typical terms: Valid 30 days · monthly by standing order
Because a fixed monthly fee assumes a workload. Naming the assumption — transactions per month, employees on payroll — lets you reprice a client whose business has doubled without it feeling like a penalty.
Usually not. Compliance work is predictable and suits a fixed fee; advisory work is not. Quote them separately so the client knows advice is available and you are not giving it away inside a bookkeeping price.
Yes — build and download it with no account or card.
Yes — CalculatorAI's quote generator is completely free. Build, customise and download as many professional PDF quotes as you want, with no signup, no watermark and no trial limit. A free account adds saved clients, quote history and one-click conversion to an invoice when you win the job.
No. You can generate and download a quote without an account and without entering any payment details. Signing up is free and lets you save clients, reuse quotes and turn an accepted quote into an invoice — but it is never required to create one.
When the client accepts, convert this quote into an invoice in one click and track it through to paid — all free in the Invoices Tracker.
Open the Invoices Tracker