Bookkeeping and accounting proposal template
Bookkeeping proposal template with a fixed monthly fee
Small business owners want to know what the books will cost every month and what happens at tax time. This bookkeeping proposal template answers both: fixed monthly fees for bookkeeping and payroll, a price per quarterly activity statement and a single line for year end accounts and the tax return.
9 sections, a cover page, 5 priced items (1 optional), AUD with GST, no deposit, valid 30 days
Opens the proposal generator with this template chosen. Describe the job and the AI writes it in this section order, or choose Open as is to start from the template's own text and sample prices.
The template, in full
Text in square brackets is what you replace. Prices are the template's sample prices in AUD.
About us
[Your company] is a [registered BAS and tax agent] practice looking after [small businesses and trades]. [State your registrations, software you work in and team.]
Understanding your needs
[Client company] needs the books kept current, payroll run on time and lodgements made without chasing. [Note the entity type, transaction volume, employees and the current state of the records.]
What success looks like. Reconciled accounts by the 10th of every month, lodgements never late, and a quarterly conversation about the numbers that matter.
Our approach
We set up once, then run the same monthly cycle so nothing depends on memory.
- Setup:
- Software review, chart of accounts clean-up, bank feeds and a catch-up of any backlog.
- Monthly:
- Transactions coded, accounts reconciled, payroll processed and a short management report sent.
- Quarterly:
- Activity statement prepared and lodged, superannuation checked, and a 30 minute review call.
- Year end:
- Financial statements, tax return and a planning meeting before the end of the financial year.
Deliverables
- Reconciled accounts each month
- Payroll processing and payslips
- Activity statements lodged quarterly
- Annual financial statements and tax return
- Quarterly review call and management report
Timeline
- Setup and backlog:
- Weeks 1 to 3
- First monthly close:
- Month 1
- First activity statement:
- Quarter end
- Year end accounts:
- Within 3 months of year end
Investment
Fees are fixed per month for the volumes discussed and reviewed once a year. Software subscriptions are billed to you directly.
| Item | Qty | Unit price | Tax | Amount |
|---|---|---|---|---|
| Monthly bookkeepingCoding, reconciliations and management report.12 month at $550.00, tax 10% | 12 month | $550.00 | 10% | $6,600.00 |
| PayrollUp to [10] employees, fortnightly.12 month at $220.00, tax 10% | 12 month | $220.00 | 10% | $2,640.00 |
| Activity statementsPreparation and lodgement each quarter.4 quarter at $380.00, tax 10% | 4 quarter | $380.00 | 10% | $1,520.00 |
| Year end accounts and tax returnFinancial statements, return and planning meeting.1 at $2,400.00, tax 10% | 1 | $2,400.00 | 10% | $2,400.00 |
| Backlog catch-upOptionalSuggested: Bringing the last [six] months of records up to date.1 at $1,800.00, tax 10% | 1 | $1,800.00 | 10% | $1,800.00 |
- Subtotal
- $13,160.00
- GST
- $1,316.00
- Total
- $14,476.00
Optional items show their price but stay out of the total until the client ticks them.
Why us
- Businesses served:
- [90]
- Lodgements on time:
- [100%]
- Response time:
- [1 business day]
Terms
1. Payment. The full amount is invoiced on completion and payable within 14 days of the invoice date. Overdue amounts may pause further work until paid.
2. Changes to scope. If transaction volume or headcount grows by more than 25 percent, we agree a revised monthly fee in writing from the following month.
3. Cancellation. Either party may end the engagement with 30 days written notice. Work completed to the end date is invoiced and your files are handed over in full.
4. Intellectual property. Ownership of the final deliverables passes to [Client company] on receipt of final payment. [Your company] keeps the right to show the completed work in its portfolio unless asked in writing not to.
5. Records and responsibility. [Client company] provides access to bank feeds, invoices and receipts by the 5th of each month. We prepare lodgements from the records supplied; the accuracy of those records stays with you.
6. Validity. This proposal is valid for 30 days from the date on the cover. Prices after that date may change with notice.
Next steps and acceptance
To go ahead, sign below or click Accept on the online version. We will send the deposit invoice and confirm the start date within one business day, then book the kickoff call.
Signature: Accepted for [Client company] (name and date).
Signature: For [Your company] (name and date).
Questions people ask
What does the bookkeeping fee cover?
Monthly bookkeeping at $550 for 12 months, payroll at $220 a month, four activity statements at $380 each and year end accounts with the tax return at $2,400. A backlog catch-up at $1,800 is optional for a client whose books are behind. The sample year totals $14,476 with GST.
What happens if the business grows?
The changes to scope clause says that if transaction volume or headcount grows by more than 25 percent, you agree a revised monthly fee in writing from the following month. It protects a fixed fee from quietly becoming an hourly rate as the client takes on staff.
Who is responsible for the accuracy of records?
The client. The records and responsibility clause asks for access to bank feeds, invoices and receipts by the fifth of each month and says lodgements are prepared from the records supplied. Review the wording with your own professional obligations in mind before you send it.
How is the work scheduled through the year?
Setup and the backlog run over weeks one to three, the first monthly close is in month one, the first activity statement is at quarter end and year end accounts land within three months of year end. The approach section repeats this as setup, monthly, quarterly and year end steps.
Can I write it in another currency or tax label?
Yes. The template is in AUD with GST, but the generator brief takes a currency and the Pricing panel holds the tax label and rate. When no currency is given the AI uses AUD, and the tax label follows the currency: GST for AUD and NZD, VAT for GBP and EUR, otherwise Tax.