Quote Bookkeeping Engagements With Absolute Confidence
Eliminate underpricing and scope creep. Adjust practice rates, scope parameters, and instantly generate client-ready proposals.
Practice Billing Baseline
Configure your firm’s target yield, buffer margins, and price floors.
Your desired target effective rate per working hour.
Protects against complex communication, unscheduled research, and minor scope expansion.
Absolute minimum monthly retainer threshold for any active account.
Structured Tier Options
Distinct, value-aligned pricing tiers dynamically generated from your engagement scope inputs below.
Basic Compliance
Essential tax-readiness & maintenance for simple entities with predictable volume.
- Bank & Credit Card Reconciliations
- Standard Monthly P&L & Balance Sheet
- Year-End CPA Tax Ready Package
- No Active AP/AR or Payroll Sync
Full Bookkeeping
Complete day-to-day financial operational support for growing organizations.
- Active Bill Pay (AP) & Invoicing (AR)
- Payroll Processing & Employee Sync
- Sales Tax Filing & Multi-Currency Setup
- Monthly Management Performance Report
Virtual Controller / CFO
White-glove executive advisory, strategic cash forecasting, and priority access.
- Monthly Executive Advisory Review Call
- Rolling Cash Flow Forecasting Deck
- Custom KPI Dashboard & Budget Tracking
- Priority VIP 24-Hour SLA Response
Put Bookkeeper Ledger on your site
Download the estimator, add your rate and logo, and let prospects price their own bookkeeping.
Standard
- Full estimator and embed version
- Settings file for your rate, logo and color
- Setup Guide for WordPress, Squarespace, Wix and Webflow
- License for one website
Pro
- License for up to five websites
- Five ready-made rate presets
- Client Discovery Questionnaire (PDF)
- Commented source code
One-time payment. Your files arrive by email within minutes.
Client Profile & Business Scope
Identify organization size and entity complexities.
Transaction Volume & Bank Feeds
Quantify regular monthly activity and account connections.
Operational Workflows & Add-Ons
Select active management tasks and historical cleanup requirements.
Workload Distribution
Effort Itemization
- Core Categorization & Volume:5.7 hrs
- Bank/Card Accounts (3):1.4 hrs
- Safety Buffer (20%):+1.4 hrs